CRM Resources – Part VI: Tools & Add-ons

From Wim Coorevits  blog.

Here are some really handy tools & add-ons that might “save your life” while working with / developing for Dynamics CRM 4.0.

  • Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0) (Tool – Microsoft)
    The Microsoft Dynamics CRM 4.0 Demonstration Tools provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.
    The Microsoft Dynamics CRM 4.0 Demonstration Tools also include utilities to:

    • Generate Data
    • Change the Dates and/or Times for Data
    • Create Dependent Picklists
    • Generate E-Mail
    • Set Icons for Entities
    • Change the CRM Navigation Pane
    • Replace Strings in CRM
  • CRM Plugin Registration Tool (Tool – MSDN)
    PluginRegistration tool is enhanced version of the tool that is published with Microsoft Dynamics CRM 4.0 SDK. Complete feature set:
  1. Register a pluginassembly, step and image.
  2. Validates the data before sending to CRM
  3. Update pluginassembly, step and image
  4. Unregister a pluginassembly shall cascade unregister all the children
  5. Enable, Disable a step
  6. Auto retrieve all CustomEntities information from the organization when registering the step
  7. Allows setting more values on step (e.g.: configuration, secureconfiguration, filteringattributes, etc.)
  8. Auto retrieve CustomAttributes on entity when registering images
  9. Search the pluginassembly, type, steps, images by names

10.  Visualize the status of the CRM Organization multiple views

  1. View by Assembly : What steps are registered on what plug-in
  2. View by Entity : What steps are registered on an entity(e.g.: contact)
  3. View by Message : What steps are registered on a message (e.g.: create)

11.  Shows the list of Microsoft Dynamics CRM 3.0 callouts registered in the organization

12.  Work with multiple organizations at the same time

13.  Exports the Xml in the same format that can be accepted by PluginDeveloper tool

                Stunnware Tools for Microsoft Dynamics CRM 4.0 (Tool – Stunnware)
The Stunnware Tools for Microsoft Dynamics CRM 4.0 combines a set of tools created for CRM developers and consultants. Some of the tools:

  • The Metadata Viewer
  • The Excel Export
  • The FetchXml Wizard (enhanced features in the Professional Edition)
  • The Code Generator (Professional Edition)
  • The Help File Generator (Professional Edition)
  • The Customization Comparer (Professional Edition)
  • The Trace File Viewer.

                Microsoft Dynamics CRM Internet Facing Deployment Configuration Tool (Tool – Microsoft)
The Microsoft Dynamics CRM Internet Facing Deployment Configuration Tool configures Internet Facing Deployment (IFD) for Microsoft Dynamics CRM 4.0 after you have already installed or upgraded to Microsoft Dynamics CRM 4.0.

                Microsoft Dynamics CRM 4.0 Performance Toolkit (Tool – Codeplex)
The Microsoft Dynamics CRM 4.0 Performance Toolkit was created by the Microsoft CRM product team to formalize performance testing of Microsoft CRM 4.0. The performance toolkit can be used by the Microsoft CRM partners and customers to collect data to support their CRM deployment decisions.
The toolkit facilitates load testing the performance of CRM deployments. By carefully planning the required dataset that the deployment needs to support and the workload requirements, the toolkit can be used to test if the scale requirements of a particular deployment can be met. This mechanism can be used in the deciding on a particular deployment solution and avoid costly downtimes at a later stage.

                CrmDiagTool4 for Microsoft CRM 4.0 (Tool – Benjamin Lecoq @ Microsoft CRM Support Tools Info)
So, what does the tool in v4?

  • Microsoft CRM Server
    • Enable/Disable Platform tracing, Zip the trace folder for you if needed.
    • Enable/Disable DevErrors
    • Generate Machine Report
  • Microsoft SRS Data Connector
    • Generate Machine Report
  • Microsoft CRM E-Mail Router
    • Generate Machine Report

                CRM 4.0 E-Mail Connector Logger Tool (Tool – Benjamin Lecoq @ Microsoft CRM Support Tools Info)
Tool to easily enable logging for the E-Mail Connector in CRM 4.0
The logging for the connector can be enabled by modifying the configuration file for the service like explained in the article.

                MSCRM 4.0 Bulk Data Export Tool (Tool – CodePlex)
This sample tool allows users to connect to OnPremise or Online Microsoft CRM 4.0 organization and export records of CRM entities in form of CSV files.

                CRM 4 ScaleGroup Job Editor
This utility is used to change the DeletionService and Re-Indexing service jobs in CRM 4.0. You can set the next run date/time of a job as well as change the schedule at which the job will continue to run automatically.

                CRM Form Reporter (Tool – MSDN)
Form Reporter is an application that creates a Word 2007 document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and information about each field. This document can be used for planning form customizations or documenting the current state of form customizations. This solution requires Word 2007 and .NET Framework 3.5.

                Microsoft Dynamics CRM JScript Export Tool (Visual Studio Project– Joris Kalz)
Joris Kalz wrote a few lines of code to export all jscript code without annoying interaction.

                Microsoft Dynamics CRM Vista Sidebar Gadget (Vista Gadget – CodeProject)
A gadget that can display the accounts and contacts from Microsoft Dynamics CRM on the user desktop.

                Microsoft Dynamics CRM 4.0 Virtual Machine (Virtual Machine – Microsoft)
This demo is a one computer setup with Microsoft Dynamics CRM 4.0 and associated Microsoft Dynamics CRM clients for Microsoft Office Outlook and Microsoft Internet Explorer.

                Microsoft Dynamics CRM 4.0 Virtual Machine Sample Data (Sample Data Differentiation File – Microsoft)
This VPC differentiation disk adds demonstration data and other demo-related content to the Microsoft Dynamics CRM 4.0 Virtual Machine. The Microsoft Dynamics CRM 4.0 Virtual Machine is required and is separately downloadable.

                Microsoft Dynamics CRM 4.0 Sample Data (On-Premise Edition) (Sample Data – Microsoft)
Sample data can be used for marketing and sales presentations or for training people to use Microsoft Dynamics CRM 4.0.

                Vertical Templates for Microsoft Dynamics CRM (Customizations/Extensions – CodePlex)
The templates are designed to work with Microsoft Dynamics CRM 3.0.
Microsoft Dynamics CRM industry-specific sales enablement and demo tools are provided as a baseline for partners/customers for further development. These industry-specific tools and templates, built on Microsoft Dynamics CRM, showcase how Microsoft Dynamics CRM is relevant to commercial and public sector markets.

                Accelerators for Microsoft Dynamics CRM (Customizations/Extensions – CodePlex)
CRM Accelerators are a range of add-on solutions developed for Microsoft Dynamics CRM 4.0 customers and partners. Each accelerator is available at no cost and will showcase how the Microsoft Dynamics CRM 4.0 platform can be configured and extended to broaden marketing, sales and service capabilities. Microsoft Dynamics CRM customers and partners are encouraged to further extend these accelerators to meet their specific business needs.

Each accelerator may consist of the following: Customizations (entities, forms, views), Workflow defintions, Business Intelligence elements such as custom reports (.RDL’s), Functional code samples (strictly adhering to SDK guidelines), Documentation for installing, operating, localizing and extending the solution, An automated installer.

The list of accelerators is as follows:

  • Analytics
  • eService
  • Event Management
  • Enterprise Search
  • Sales Methodologies
  • Extended Sales Forecasting
  • CRM Notifications
  • Business Productivity

                Citizen Service Platform
Welcome to the CodePlex site for CSP. This project is designed to hold solutions built upon the Microsoft platform using SharePoint, Dynamics CRM and the Windows Live platform that can be used to help Local and Regional Governments meet the needs of their Citizens. For more information on the CSP project please have a look at http://www.microsoft.com/csp and http://www.citizenserviceplatform.com/.

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