Search This Blog

Saturday, February 9, 2013

New XrmToolBox plugin: What’s its name, again?

As usual, when I develop a tool, it is in response to a need expressed by a customer or colleague. The need, this time, was to be able to identify which security roles allow users to perform a specific action. In more technical terms, how is it possible to retrieve security roles that implement a specific set of privileges.

Of, course, SQL queries can help. But when you are not a technical guy, you can’t use SQL. This is why I developed this new plugin, which is named… I don’t know! So, just read the following to see how this plugin works and help me to find its name before I release it publicly.

How it works

The plugin simply retrieves all available privileges and all security roles. The user can create a set of privileges with the privilege depth included (none, user, division, division and sub division and organization, or any depth). Then, he can display the list of security roles that match this privileges selection.

Sceenshot

image

Help me

Please answer to this post and help me finding the right name for this tool! The winner wins a free license of… this free tool Sourire

New XrmToolBox plugin by Procentrix: XRM Prep

Today is a great day!

Of course, I really like my XrmToolBox application because it is a great way to ship multiple tools in one application.

But since two weeks, I am no more the only one to develop with the XrmToolBox! Nick from Procentrix has developed a plugin that will help you to initialize a new organization that is cleaned of standard configuration/records like reports, dashboard, roles. It also comes with a security role with the minimum set of privileges required to connect to the application.

image

image

You can review the release announcement on procentrix blog

Thursday, February 7, 2013

A simple way to access all available organizations on a CRM instance

During a project where we needed to access multiple organizations on a single CRM instance, I was asked to develop a small web page that will list all available organizations.

As it is really a small utility, and with the project leader agreement, you can now use it for your own purposes!

It displays the friendly name (clickable), the unique name and each web services (also clickable).

Here is what it looks like

image

You can download sources here

To install it:

  • Create a new site on IIS on the CRM server
  • Authentication mode should be Windows integrated with impersonation enabled
  • The appPool must be executed with Framework .Net 4.0
  • copy archive content to the root folder of the new web site
  • Convert the folder to an application in IIS