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Monday, September 26, 2011

New tool: Role Updater for Microsoft Dynamics CRM 2011

Two weeks ago, one of my customer ask for some new entities in its CRM application. This was too easy… Well, my customer has also plenty of security roles and I had to update each of them regarding this new entity… boring!

So, you know what? I wrote a tool to update multiple roles in a single operation: The role updater.

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How it works:

  1. Just click on “Load Roles and privileges” to display all master roles and list of all privileges.
  2. Check the roles that need to be updated
  3. Check the privileges to add or remove:
    • If privilege addition, select the access level associated with the checked privileges. Then click on button “Add Privilege(s)”
    • If privilege removal, just click on button “Remove Privilege(s)”

As usual, the tool is available on codeplex

Do not hesitate to comment, review and track issue on codeplex

Monday, September 5, 2011

Many charts leads to too many views : the (simple) solution

I do like all new visualization stuffs that come with Microsoft Dynamics CRM 2011! Of course, I’m talking about Charts and Dashboards. This is really a nice way to display key figures related to our customers data and objectives

Nevertheless, I faced more than one time a counter part of this easy way to display charts: I have now too many system views and the users can’t bear having to display twenty views where only two or three of them are not designed for charts.

Here comes another new feature: the ability to deactivate system views. The good point here is that even a deactivated view can be used in dashboards. It has still to be active when designing the chart or the dashboard but when it’s done, you can deactivate the view.