Showing posts from 2013

Happy birthday XrmToolBox!!

Today, we celebrate XrmToolBox first anniversary!  this seems like a good time to give some figuresXrmToolBox was born in December 19th of 2012 It has been downloaded more than 12.000 times It has been reviewed 9 times It has been rated 19 times with mainly 5 stars It is made of 17 tools: 15 from MscrmTools 1 tool from DamSim 1 tool from  ProCentrix 1 tool from D La B and perhaps others I do not knowBelow is the result of the poll I started in a previous post.As you can see, SiteMap Editor, View Layout Replicator and Web Resources Manager are the most used tools. But do not hesitate to try out the other tools : they could certainly help you.What is coming next?I have still some tools to develop and the toolbox will still be updated to be always better. You can help me by making a donation as this encourages me to continue improving the toolbox and provide new tools.For those of you that donate something, I give you a specific file to put on your XrmToolBox folder. It will tha…

Introducing new tool: Sync Filter Manager

This tool was requested by my fellow MVP’s Scott Sewell and Joel Lindstrom from Customer Effective. All credit goes to them for the quality of this tool as they tested it, provided great feedback to have the best tool possible.Having said that, what does the tool do?It allows you to manage filters applied to synchronize contact and activity data with CRM for Outlook or Server sync (Outlook filters) or data synchronized offline by CRM for Outlook(offline filters).Traditionally these filters are managed by users. This tool allows an administrator to globally manage user filters. Here is what the tool looks likeWith this tool, you can:List and delete System Synchronization filter: These filters applies to all users and users can’t change them. List, delete, define as default and apply Synchronization Filters Templates to users: These filters applies to users you choose and users can delete these filters if they want to. (Note: Although there can be multiple filters per entity listed in t…

Poll : XrmToolBox usage

Hi everybody,

Could you answer this quick poll? I'm trying to understand what tools are most used in the XrmToolBox (even if I have a little idea).

Thank you!

What are the tools you use most?Access CheckerAttribute Bulk UpdaterAudit Center FetchXml TesterIconator Metadata Document Generator Privileges Discovery Role Updater Script Finder SiteMap Editor Solution Import Easy Translator View Layout Replicator Web Resources ManagerSolution Transfer free polls

An easy way to find the ID of a record : What is my id?

Hi,When I develop features for Microsoft Dynamics CRM, I often need to find the id of the record on which I am working.
Generally, I press the F11 key and I get the ID in the midst of all the other information contained in the URL.
Now, I use a solution that I created that displays on all forms a button to display the ID of the current record.Here is an overviewIt’s really a small solution which does almost nothing but it’s more than playing with F11 key.Click here to download the managed solution

CrmTraceReader updated!

I just updated the Trace Reader to ease loading files and searching You can now drag and drop file(s) directly on the reader (in fact, the drag and drop works only on the list of trace items but that is cool anyway )You can also clear all filters to get back to all trace items and when you reload file(s), the filters are kept if relevant.As usual –> CodePlex

New XrmToolBox plugin : Local to Global Option Set Converter!

This is not one of my own but here is a new plugin for the toolbox, it will allow you to convert a local Option Set to a global one while maintaining the value of the Option Set in database.The plugin is available on CodePlex

Is the XrmToolBox compatible with Microsoft Dynamics CRM 2013?

As far as I can tell, yes it is!I have tested the main features of each plugins I have developed and it seems that everything runs smoothly with Microsoft Dynamics CRM 2013!So I have nothing more to say… Go download the XrmToolBox

New tool : Trace Reader for Microsoft Dynamics CRM

Today, I’m releasing a new tool that will help you to read trace files generated by Microsoft Dynamics CRM application (versions 4.0, 2011 and 2013).Features of the tool are:Load one file or multiple files in a folderFilter traces depending on multiple criteriaFormat XML of Crm Sdk typed traceRefresh trace files contentScreenshots:As usual, the tool is available on CodePlex. Do not hesitate to review it or ask for improvements.

Updated connection control library

For those of you that want to display their connection grouped by connection type, you can download latest version on CodePlex.NB: If you are using the XrmToolBox and want to use this new version, download latest version of connection controls and paste the dll’s to the XrmToolBox folder.

New XrmToolBox plugin: Audit Center

Today, I’m releasing a new (and certainly the last, at least for Microsoft Dynamics CRM 2011) plugin for the XrmToolBox : Audit Center.The name speaks for itself: This plugin will allow you to manage the entities and attributes that should be activated for the audit feature of Microsoft Dynamics CRM. As usual, it should avoid boring steps when you want to configure your CRM application.Instead of opening each entity to activate or deactivate audit, then repeating for each attributes, you will be able to performs all these tasks in a single place.Here is what it looks like:The tool displays only entities and attributes that are valid for audit. You can then add/remove entites/attributes with the corresponding buttons. When change are detected, the button “Apply changes” is enabled. “Applying changes” does not activate or deactivate audit feature. It just update entities and attributes.To activate/deactivate audit feature, use the button in the toolbar.As usual, this plugin among all ot…

New XrmToolBox Plugin : Easy Translator

Hi all,As I wrote few weeks ago, I was working on a translation tool. It is now finished and available as a XrmToolBox plugin.The features are described in my previous postJust few more info:I tried to include ribbon items translation. Even if I was able to export ribbon labels, there is no way to update them directly using SDK (except exporting/importing solutions). After having exported translations, please do not change anything on the Excel workbook structure, especially sheets name and colorized cells. When using this tool, please backup your organization before importing translations. I made some test but can’t assure there is no risk even if I’m only using supported methods Here's what the interface looks likeAs usual, to download it, go to CodePlex

What to expect for my new tool to come

Last week, David J. was asking to the MVP list how to get more accurate data when comes the time to translate CRM customizations. His concern was to get contextual information about the terms to translate. I can only agree with him… When exporting translations, you just get an ID and the term to translate. You don’t know where it is used…So my next tool will be a tool that exports data to translate, but with contextual information. The tool will of course be able to import these data back to the CRM application. Export and import will be managed in a supported way using web services only.What will be includedEntity names and descriptions Attribute name and description Boolean, Picklist, State and Status OptionSet Attribute labels View name and description Form name and description Form Tabs name Form Section name Form Field name All these items have been tested successfully on UR12 organization. I still need to check if new forms are structured in the same way than classic forms. And I have t…

XrmToolBox Update: A lot of new stuff!

Last week, I worked on more than just tools embeded in the XrmToolBox. I worked on the XrmToolBox itself. Here is a (quite) big list of improvment. So, it’s only a week since the last version but it worth it…If you are too lazy to read the article and want to download the new version now, go on CodePlex.Prerequisites checkThere is so many people asking me why they got errors or why there is no tool listed when launching the XrmToolBlox that I decided to add some check features.Now, if you don’t have Windows Identity Foundation 3.5 installed, you get the following messageMore, if tools assemblies are blocked by Windows (it happens), this message is displayedConnectionThe toolbox now uses the Microsoft.Xrm.Client namespace to manage connection. The code is easier to read and maintain. The code is updated but the UI is too. Especially when you want to connect to an online organization, you don’t have to type the server name anymore. You just have to select the server name.The counterpart…

Web Resource Manager : Identify and delete unused web resources

With the latest version of the XrmToolBox and the WebResourceManager plugin, there is now a new feature that displays a list of “unused” web resources. Well, it is in fact a list of web resource without any dependency. It does not mean that they are not used by other web resources, but it is a reduced list of web resources to analyze to check if they are still in used.Then with the “Delete selected web resources” button, you can delete web resources you don’t need anymore.Hope it will help you maintaining clean web resources list!

Metadata Document Generator is back!

Today, and after a long time since the XrmToolBox was released, the Metadata Document Generator tool is now available as a plugin for the toolbox.It provides the same features than the previous stand alone version, with some extra:You can add location of attributes in forms You can select attributes NOT on formsAnd still:Excel or Word output (thanks to GemBox Software API) Language selection (if multi language enable on organization) Attributes selection: all attributes optionset and boolean attributes only attributes used in forms attributes not used in forms (new) attributes selected manuallyAttributes metadata selection Save/load settings to avoid losing time replaying the same document generationAs usual the tool is available as part of the XrmToolBox application, on CodePlex

Should I shut down individual tools CodePlex projects?

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?

XrmToolBox Update : v1.2013.3.22

Hi,The XrmToolBox application has been updated, here is the changelog:XrmToolbox improvementUse Internet Explorer proxy settings
Group all CodePlex links in a common menu Tools improvementWeb 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 listAccess 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

New tool! Privilege Discovery

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

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 worksThe 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.SceenshotHelp mePlease answer to this post and help me finding the …

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.You can review the release announcement on procentrix blog

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 likeYou can download sources hereTo 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

Some new contents for the XrmToolBox

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

Stats time

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.ToolsAs 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).ToolDownload countSiteMap Editor17452Ribbon Editor9006CrmDiagTool 20118065View Layout Replicator4745JavaScript WebResource Manager4705Metadata Document Generator4620Ribbon Browser2249Attribute Bulk Updater2027Role Updater1714WebResource Manager1245Connection Controls1120Solution Import997Iconator703XrmToolBox562TOTAL58648Numbers 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 so much better than having multiple applications.AwardsI also received awards for my “work” for the community:Microso…

How to follow updates of XrmToolBox on CodePlex

Do you know this great feature of CodePlex? You can subscribe to project releases and each time a new version is available, you receive an email. As I won’t blog each time there is a new version, the best way to be notified of a new version is to follow the project and subscribe to notifications of the release page.It is really simple, you just need a CodePlex account (which can be linked to your Microsoft account), go to the XrmToolBox downloads page, and click on the link “get email notifications”Then, when a new release is available, you receive an email like the following for today’s update:

XrmToolBox updated : 1.2012.1.17

Hi guys, no, I won’t talk about my HTML/JS grid in this post even if you expect it ! Wait couple of days, I’m in the process of improving performance…I just wanted to notice a new version of the XrmToolBox which has minor improvements, but has a new tool: the Fetch Xml tester. It was a personnal tool I was using when writing my fetchXml queries and as I needed it for my HTML/JS grid, I transformed it in a XrmToolBox plugin (see screenshot below).To see others improvements or download the new version, go to the Download Page

Full featured CRM grid in HTML/JS

In last December, I was asked to write a web resource to display a grid with CRM records. I was quite frustrated because I didn’t succeed to manage some grid features easily like fixed header with horizontal scrolling among others. I delivered a fixed table which was not so bad but absolutely not something that look like the application grid views.So I decided to work harder to find a way to do this CRM style grid view. After some works (almost two full days), I have succeeded to create a full featured CRM grid view by using only JavaScript.Here is a screenshot:And this is how I can create a grid view from only a div in a HTML page<html>
<title>Page de test</title>
<script src="json2.js"></script>
<script src="jquery.js"></script>
<script src="XrmServiceToolKit.js"></script>
<script src="sdk.metadata.js"></script>
<script src="table.js"&g…

XrmToolbox: Develop your own tools

If you visit the XrmToolbox CodePlex download page, you will notice two new files:A Visual Studio 2012 project template to help you create your own toolA development guide (based on the project template) that explains how to write it to be sure it fits correctly with the XrmToolbox.If you develop your own tool and would like to share it with the community, I will be glad to make some noise about it on my blog or even on the XrmToolbox CodePlex page.Happy coding!

SDK 5.0.13 : Yes! you can get only metadata you want!

Today, I want to share a really nice feature that was shipped with the latest version of the SDK: the possibility to query metadata (entity, attribute, relationships,…). Before this update, we have to get so many data just to have an entity object type code or icon url.Now, you can query just what you want (filter) and select what data will be returned: so cool!Here is a quick sample that returns only custom entities logical name and object type code var filter = new MetadataFilterExpression(LogicalOperator.And);
filter.Conditions.Add(new MetadataConditionExpression("IsCustomEntity", MetadataConditionOperator.Equals, true));
var properties = new MetadataPropertiesExpression();
properties.PropertyNames.AddRange("LogicalName", "ObjectTypeCode");
//An entity query expression to combine the filter expressions and property expressions for the query.
var entityQueryExpression = new EntityQueryExpression { Criteria = filter, Properties = properties };
//Retrieve the m…