Archive for May, 2016

Dynamics CRM Custom Email

May 26, 2016

Dynamics CRM Custom Email is an utility for Microsoft Dynamics CRM which provides several capabilities to extend the email functionality of the platform based on supported customizations.

Solution features:

  • Ability to create Email Templates for custom entities. Today CRM doesn’t allow it yet out of the box.
    • Dynamics fields can contain any type of attribute (e.g. Text, Numeric, Lookup, DateTime, etc)
    • Lookup dynamics fields can have any level of relationships level (e.g. Opportunity => Customer Contact => Parent Company)
    • Ability to apply formats on dynamic fields using ToString function (e.g. Money with 2 decimals, UK Date Time format)
  • Ability to reuse attachments from different templates (e.g. Two different emails with attachments will use the same physical file)
    • Reduce storage
    • Dynamics CRM only allows to reuse attachments using bulk emails where files must be attached to the same template.
  • [Coming Soon] Attachments Viewer
    • Ability to view actual physical attachments and emails/templates that are using those
    • This tool is specially useful in a Online organisation, where there is not an UI option to see the physical files of the system (In On-premise you could go to the CRM DB / attachments table)

Microsoft Dynamics CRM supported versions:

  • CRM 2013, CRM 2015
    • Online
    • On-premise

Development:
Learn how this CRM utility has been developed in the Development page.

Sample Template design and resultant email:
Template:
DXTools - Sample Payment Email Template 20141219.png

Resultant Email:
DXTools - Sample Payment Email 20141219.png

OurCRMTool

May 23, 2016

OurCRMTool is a set of useful tools for Microsoft Dynamic CRM programmers and administrators.

Security role analyzer, is a tool that allows you to check the permission to each entity by User, Team or security role. just need to choose an entity, the type and depth of the permission that you want to check, and you will get a list of all the system users, team and security roles that match your criterion.

User settings update, is a tool that allow you to set up all kind of system user setting in a bulk edition. For example set a time zone, currency, limit of record per grid, select a default dashboard, user’s working hour and more. All this for multiple users at ones.

Compare Roles, very useful tool to compare two security roles

Roles not assigned, will help you find if there is a role that is not been used

Compare record between two environments, is a tool that will allow you to compare record between two environments. very useful to check if you are missing a record or if the values are different.

Download

Sparkle XRM

May 1, 2016

An open-source library for building Dynamics CRM XRM solutions using Script#, jQuery & Knockoutjs.

Build client slide HTML webresources with all the productivity of c#. Migrate from Silverlight webresources using the MVVM data binding. Share code between the server and client.

Download

Sparkle XRM currently has a stable release for CRM2015 and preview releases for CRM2011/2013.
You can download the managed solution from Git Hub
If you would like to contribute to this project, please GET INVOLVED