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Thursday, December 19, 2013

Happy birthday XrmToolBox!!

Today, we celebrate XrmToolBox first anniversary!  this seems like a good time to give some figures

  • XrmToolBox was born in December 19th of 2012
  • It has been downloaded more than 12.000 times
  • It has been reviewed 9 times
  • It has been rated 19 times with mainly 5 stars
  • It is made of 17 tools:
    • 15 from MscrmTools
    • 1 tool from DamSim
    • 1 tool from  ProCentrix
    • 1 tool from D La B
    • and perhaps others I do not know

Below is the result of the poll I started in a previous post.


As you can see, SiteMap Editor, View Layout Replicator and Web Resources Manager are the most used tools. But do not hesitate to try out the other tools : they could certainly help you.

What is coming next?

I have still some tools to develop and the toolbox will still be updated to be always better. You can help me by making a donation as this encourages me to continue improving the toolbox and provide new tools.

For those of you that donate something, I give you a specific file to put on your XrmToolBox folder. It will thank you for your support each time you launch the XrmToolBox and you won’t be asked anymore to support it. If you already donated on the past, just contact me to get your personal file.

You can also ask for specific tools, if you don’t have time or possibility to develop it.

Where to download it?

You don’t know yet? It’s on CodePlex of course

Wednesday, December 18, 2013

Introducing new tool: Sync Filter Manager

This tool was requested by my fellow MVP’s Scott Sewell and Joel Lindstrom from Customer Effective. All credit goes to them for the quality of this tool as they tested it, provided great feedback to have the best tool possible.

Having said that, what does the tool do?

It allows you to manage filters applied to synchronize contact and activity data with CRM for Outlook or Server sync (Outlook filters) or data synchronized offline by CRM for Outlook(offline filters).

Traditionally these filters are managed by users. This tool allows an administrator to globally manage user filters.

Here is what the tool looks like


With this tool, you can:

  • List and delete System Synchronization filter: These filters applies to all users and users can’t change them.
  • List, delete, define as default and apply Synchronization Filters Templates to users: These filters applies to users you choose and users can delete these filters if they want to. (Note: Although there can be multiple filters per entity listed in the Default Local Data Rules, CRM only allows one rule per entity to have the “Is Default” attribute set to “True” - Only Default Local Data Rules where the “Is Default” attribute is “True” will be copied to the selected user when a user is ‘created’ or ‘reset’)
  • List, enable, disable and delete Users synchronization filters: They are the filters currently in use for users.
  • List System views. You can also create a system rule or a rule template from a system view. It is also possible to update an existing system rule or rule template from a system view.
  • List users: This action will replace all synchronization rules for the selected user(s) with the organization’s default local data rules. Any user-created rules will be removed.

As you can see, you will be able to manage synchronization filters, which was not possible before without writing your own code.

Known restrictions:

  • To list user’s synchronization rules, your user must have prvAdminFilter privilege
  • Listing user’s synchronization rules can take a lot of time since a query must be executed for each user and each filter type (Outlook and Offline).


As usual, the toolbox is available on CodePlex


If the new tool helps you and you are happy with it, you can help me by making a donation (Go to sponsor page)

Monday, December 2, 2013

Poll : XrmToolBox usage

Hi everybody,

Could you answer this quick poll? I'm trying to understand what tools are most used in the XrmToolBox (even if I have a little idea).

Thank you!

What are the tools you use most? free polls