Dynamics CRM Tools

Hi, The XrmToolBox application has been updated, here is the changelog: XrmToolbox improvement Use Internet Explorer proxy settings Group all CodePlex links in a common menu   Tools improvement Web Resources Manager (v1.2013.3.14) Find/Replace feature for code (JavaScript, Css, Html, Xslt) web resources Css highlighting New shortcuts: Ctrl+S : Save Ctrl+R : Replace with new file content Ctrl+U : Update and publish Role Updater (v1.2013.3.20) Fixed a major bug that didn't allow user to execute role updates   All tools list Access Checker (v1.2013.2.5) Attribute Bulk Updater (v1.2013.1.17) FetchXml Tester (v1.2013.3.4) Iconator (v1.2013.1.17) Privileges Discovery (v1.2013.3.4) Role Updater (v1.2013.1.10) Script Finder (v1.2013.1.10) SiteMap Editor (v1.2013.1.10) Solution Import (v1.2013.3.4) View Layout Replicator (v1.2013.1.30) Web Resources Manager (v1.2013.3.4) As usual, the tool is available on CodePlex

I already blogged about that tool in the previous post so you can find all information about the tool here . Just notice that Donna won the contest to find the name of this tool. Congrats, Donna! The tool with the XrmToolBox can be found on CodePlex

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 Help me Please answer to this post and help me ...

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. You can review the release announcement on procentrix blog

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 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

I received some improvement requests from some users of my XrmToolBox and, as you know, it is so easy to develop tools for the XrmToolBox that I did what was asked, which is: Converting the CRM 4.0 tool Access Checker for CRM 2011 : So, this is a new tool. It allows you to check what access have a specific user for a specific record. You can define an entity, search for a specific record and a specific user and see what access rights are available. Working with user views in View Layout Replicator : Yes, you can now propagate a user view layout to a system view and vice versa. Of course, you need read and write access to these user views since CRM security can’t be bypassed regarding userview. If the user view has not been shared with you with read and write access, the tool won’t work. As usual, you can find everything on CodePlex

Today, I receive a really generous donation from mister C. (he will recognized himself, thanks again) and I thought it was time to see some facts and numbers about my “work” for the CRM community. Tools As you might know, my contributions to the CRM community is mainly made of tools. So here is the download statistics from CodePlex (numbers since February 20th 2011, I don’t have statistics for my CRM 4.0 tools). Tool Download count SiteMap Editor 17452 Ribbon Editor 9006 CrmDiagTool 2011 8065 View Layout Replicator 4745 JavaScript WebResource Manager 4705 Metadata Document Generator 4620 Ribbon Browser 2249 Attribute Bulk Updater 2027 Role Updater 1714 WebResource Manager 1245 Connection Controls 1120 Solution Import 997 Iconator 703 XrmToolBox 562 TOTAL 58648 Numbers of downloads will obviously decrease since I have one tool instead of many. But I’m not participating to a competition and the ToolBox is s...