Dynamics CRM Tools

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

I do like all new visualization stuffs that come with Microsoft Dynamics CRM 2011! Of course, I’m talking about Charts and Dashboards. This is really a nice way to display key figures related to our customers data and objectives Nevertheless, I faced more than one time a counter part of this easy way to display charts: I have now too many system views and the users can’t bear having to display twenty views where only two or three of them are not designed for charts. Here comes another new feature: the ability to deactivate system views. The good point here is that even a deactivated view can be used in dashboards. It has still to be active when designing the chart or the dashboard but when it’s done, you can deactivate the view.

Today, I finished the upgrade of View Layout Replicator for Microsoft Dynamics CRM 2011. I posted the tool, the source code and the documentation on codeplex. Use the link below to access to these files: http://viewlayoutreplicator.codeplex.com As english is not my native language, if someone would like to help me improving the documentation, I will be happy to receive some help.

Hi guys, I updated this utility to support related entity attributes. Indeed, some rollup (don’t know which one) changed the way the related entity attributes are configured in the layoutXml of a savedquery. This change caused the utility to crash unexpectedly if you selected a view containing related entity attributes. This is now corrected! Use habitual download location

Hi, I announced this tool almost two months now and I'm proud to release it: the view layout replicator! This tool will save you lot of time (except if you like updating Xml by hand, anyway): You can desing only one view for an entity and then, use this tool to replicate the modifications to the other views. For example, we all customize "All active accounts" for our customer but how many do the same with all others public views and Quick Find, Advanced Find, Related View,etc? With this tool, you can replicate any view to any view except one product restrictions: There can't be associted entity column in a related view. Download: