Dynamics CRM Tools

Hi guys, Today, I need your feedback. Since I provide the XrmToolBox that aggregates almost all my other tools, do you think I should delete individual tool projects on CodePlex (at least, those included in the toolbox) ? In one hand, it will be easier for me to avoid answering question about tools no more updated. On the other hand, it may reduce the visibility of my tools… So, what’s your thought about this?

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