Dynamics CRM Tools

With the last version of Microsoft Dynamics CRM, you can organize your customizations through solutions and this is really a nice feature. But some specific actions are taking really more time than with previous versions… This is exactly the problem when you want to edit the SiteMap. You have to add the SiteMap to a solution (maybe create one before), export the solution, extract the solution, update the Xml, zip the files, import the solution (should I need to continue with import wizard steps…? ) So, today, I release my new tool, the SiteMap Editor. It works like the IsvConfigManager for Microsoft Dynamics CRM 4.0 to edit the SiteMap. Features Connections to OnPremise, Online and Claim based deployments TreeView display of SiteMap Add SiteMap component with mouse usage Add default SiteMap component if you removed one Cut/Copy/Paste of SiteMap component Display Xml of SiteMap component Add SiteMap component from Xml Reset SiteMap to default system one Import back the Site...

I didn’t find a way to provide you a JavaScript editor as flexible as the one I created for Microsoft Dynamics CRM 4.0 since the scripts are now in two parts in Microsoft Dynamics CRM 2011: web resource and script call from forms… Anyway, this new tool allows you to update JavaScript web resources with the following features: Export scripts web resources from CRM server Save scripts web resources to disk Load scripts files from disk Edit scripts with default text editor or Visual Studio Edit web resource properties Save scripts to CRM server Publish scripts to CRM server It should help you avoid multiple clicks as soon as you want to update a JavaScript web resource… As usual with my tools for CRM 2011, it is published on codeplex Just a small reminder : a Paypal donation button is just on the right part of this blog   But it’s up to you… Screenshot

Hi, I've not been really active these last weeks but I was on holiday (I love New York !) and I’m busy to buy a new appartment, so that’s not easy… Anyway, today is a new day and I’m releasing a new tool: Ribbon Browser. This is basically the same program that is provided in the SDK as a sample (exportribbon) but with a graphical user interface. It will be helpful to retrieve Id’s and other attributes of ribbon controls when you want to update the system ribbon. You will be able to: Display system entity ribbon definition Display custom entity ribbon definition Display Ribbon control attributes Display Ribbon control XML Save ribbon in XML file The tool is released on codeplex Screenshot

A while ago, I wrote a post about the way to know which action raised the onSave event in Microsoft Dynamics CRM 4.0, here . Here is the same code for Microsoft Dynamics CRM 2011: // The execution context must be passed as the first parameter // This can be done by ticking the checkbox in the function call // window in the onSave event function CheckSaveEvent(executionObj) { // If action is Save as closed (=58) if (executionObj.getEventArgs().getSaveMode() == 58) { // Do some code logic } } The check that must be ticked is the one in the below screenshot (This is the window that is displayed when adding script on the onSave event).

UPDATE: A new version is available on CodePlex Hello CRM community! Two months ago, Philippe Brissaud from Microsoft Canada asked me to help him migrate the well known CrmDiagTool 4 to Microsoft Dynamics CRM 2011. I guess you know what I answered him: of course I help! Today, Philippe and I are proud to release this new version of CrmDiagTool. We focused on Server diagnostics and removed features related to reporting services and email router. The features are the following: Enable/Disable tracing Zip content of Trace directory Open Trace directory Generate diagnostic file in text or html format with components selection Enable/Disable DevErrors Some screenshots : Regarding source code : As the previous version had not its source code released, this version does not too. Download link :

Today, I will try to explain you how to change properties of existing ribbon elements. For this example, I will change the label and icon of the button “New opportunity” in the main grid ribbon of the entity “Opportunity”. The standard ribbon for the opportunity looks like the below one: And the result I expect: To obtain this result, follow the below procedure: 1 - If it is not already done, download the SDK ( click here ). 2 - Open the SDK folder “samplecode \ cs \ client \ ribbon \ exportribbonxml \ exportedribbonxml”. Then open the Xml file corresponding to the entity (here opportunity.xml). In our case, the button “Nouveau” (or “New” in english), is the one we need to retrieve: < Button Id ="Mscrm.HomepageGrid.opportunity.NewRecord" ToolTipTitle ="$Resources:Ribbon.HomepageGrid.MainTab.New" ToolTipDescription ="$Resources(EntityDisplayName):Ribbon.Tooltip.New" Command ="Mscrm.NewRecordFromGrid" Sequence ="10" Label...

Found on Popo69’s blog, visual studio 2010 templates for plugins and custom workflow activities. Always helpful! http://pogo69.wordpress.com/2011/04/15/crm-2011-visual-studio-plugin-templates/