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Tuesday, February 18, 2014

Storing custom configuration settings in Microsoft Dynamics CRM

Since some years, I’m using two custom entities to store some parameters used in JavaScript, Plugins and Custom Workflow Activities. As I have been asked to share them with the community, I’m doing it today?

I have created a managed solution that contains these two entities:

  • Parameters Category : Used to define parameters groups
  • Category : This is the main entity that stores the parameter with the following attributes:
    • Name : This is a display name that can be changed anytime
    • Logical name : This is a name editable only during creation
    • Category : To indicate in which group of parameters the parameter belongs
    • Description : no need of explanation here
    • Value type : define the type of value
    • Value : depending of the type, the appropriate control is displayed. When saving the value is also copied to a global text attribute named “global value”

This way, I can store typed parameters for multiple usages:

  • Storing counter current value
  • Storing url of an external application
  • Storing a date of a last execution of any process
  • Setting a debug flag to display additionnal information in some process
  • etc.

Here is a screenshot of the form

image

The solution supports French and English languages and is compatible with Microsoft Dynamics CRM 2011 and 2013.

As usual here, the solution is available on CodePlex

Tuesday, February 11, 2014

Change the default dashboard in Dynamics CRM 2013 with XrmToolBox SiteMap Editor plugin

I updated the SiteMapEditor to allows you to change the default dashboard that is displayed when navigating to a Dashboard SubArea in Dynamics CRM 2013.

SiteMapDashboardCapability

To do so, follow this procedure:

  1. Connect the XrmToolBox to your organization
  2. Open SiteMapEditor plugin
  3. Load the SiteMap
  4. Navigate to an area that is a dashboard page
  5. Click on the “Browse” (…) button in the details panel (Default Dashboard Id)
  6. Select the dashboard that should be displayed when navigating to this SubArea
  7. Save the SubArea item
  8. Update the SiteMap

Please note that this feature is only available in Dynamics CRM 2013 and Dynamics CRM Online Fall '13 Service Update. If you try to use this feature in CRM 2011, you will get the following error:

image

New XrmToolBox plugin! Assembly Recovery Tool

This XrmToolBox is really a small one that is just an update of one of my CRM 4.0 tools. It allows to export .Net assemblies stored in CRM database (plugins and custom workflow activities).

It eases the extraction of these assemblies instead of creating a solution to export them.

AssemblyRecoveryTool

New XrmToolBox plugin! Form Libraries Manager

Last month, I had to work on some JavaScript web resources cleaning and I wanted to rename all my web resources. This is not so complicated when using the Web Resources Manager plugin to drag and drop JavaScript files to some new folders.

The difficult part was to update all forms that used some shared web resources like JSON2, jQuery and XrmServiceToolkit. So, I decided to write… a plugin for the XrmToolBox.

So, let me introduce the Form Libraries Manager

FormLibraryManager

This plugin can list all JavaScript web resources and all forms (only active forms for CRM 2013). You can select web resources to add and forms where to add them. If multiple web resources are selected, you can order them and choose where to display them : at the beginning of the scripts list for forms or at the end. I’m sure this will help people to initialize all their forms with required web resources.

It can also remove in bulk selected libraries. For each selected library, if it is used by a form event, a warning is display to ask you if the library and the event(s) should be removed.

As usual, the tool is available as part of the XrmToolBox project, on CodePlex