Blog Archives

GDPR Add-on Solution for Microsoft Dynamics 365 CRM Customer Engagement

http://www.mohamedmostafa.co.uk/blog/2018/05/25/free-gdpr-add-on-solution-for-microsoft-dynamics-365-crm-customer-engagement/ Manage consent and anonymize data with this free solution.

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Innofactor GDPR Solution for Microsoft Dynamics 365 Customer Engagement

Consent management, data deletion and data extraction features for achieving GDPR compliance. https://lp.innofactor.com/gdpr-solution

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PandaDoc for Microsoft Dynamics CRM

https://www.pandadoc.com/integration-ms-dynamics/ Design, generate and distribute documents with dynamic contents from CRM, associate documents with CRM records, track opens and views, enable electronic signature and approval workflow via the PandaDoc cloud service.

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Opportunity scoring – Machine learning model on Dynamics CRM sales pipeline

https://opportunity.codeplex.com/ “Opportunity Scoring for Dynamics CRM is a template architecture and predictive service addition to Dynamics that computes a probability of success for each sales opportunity in the sales pipeline.”

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XrmSignature

https://github.com/BackToTheCrm/XrmSignature Allows recording signature input via a web resource on a CRM form and storing the resulting image as an attachment to the record.  

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Cowia Duplicate Detection Addon for Dynamics CRM

http://connect.cowia.com/duplicate-detection-by-cowia/ Configurable duplicate detection tool with bulk merge capability, custom duplicate record views and reporting.

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Xpertdoc Connector for Dynamics CRM

http://www.xpertdoc.com/en/xpertdoc-crm-connector Generate Word or PDF documents from CRM records with a server-side solution rather than Mail Merge.  

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Network View for Microsoft Dynamics CRM

https://github.com/scottdurow/NetworkView Visualize the relationships between accounts, contacts and activities in a network graph. More details from this blog post by Scott Durow.

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Integration Tool for Dynamics CRM 2011/13/15

https://integrationtoolfordynamicscrm.codeplex.com/ Open source data import and integration tool for Microsoft Dynamics CRM.

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Dynamics CRM 2015 Calculate Rollup Field (Workflow Activity)

http://calculaterollupfield.codeplex.com/ Custom workflow activity for recalculating the CRM 2015 rollup field value immediately (via the CalculateRollupField message), instead of waiting for the system jobs to update the field value in the background.

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Connect Bridge Dynamics CRM Connector

http://www.connecting-software.com/index.php/en/microsoft-dynamics-crm Integrate and synchronize data from Dynamics CRM with Microsoft applications like SharePoint, NAV, Exchange, as well as solutions from other providers like Dropbox, Google, Salesforce.com, SAP.

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Exchange Rate Sync for CRM 2013

http://a33ik.blogspot.com/2014/10/currency-exchange-rates-actualization.html Solution for synchronizing CRM currency exchange rates with a web service.

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PMDCI’s Country/Region Solution for Dynamics CRM

https://crmcountry.codeplex.com/ Manage a list of ISO 3166-1 standard based country names, either via a custom entity or an option set field. Contains support for localized labels in both variations.

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Gap Consulting Workflow Executor

http://www.gapconsulting.co.uk/our-solutions/free-tools/workflow-executor Bulk execute a workflow process for more than 250 records at a time with this free tool that allows you to run a workflow for any view of records.

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Enterprise Logger for Microsoft Dynamics CRM

https://enterpriselogger.codeplex.com/ Log events to file, database, event viewer or CRM entity with this tool, enable/disable logging for each plugin step or custom workflow assembly type.

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Microsoft Dynamics CRM 2013 Exception Logging Infrastructure

https://mscrm2013exceptionlogging.codeplex.com/ Log exceptions raised in custom code, either JavaScript or C#. The logged exception is created in Microsoft Dynamics CRM 2013 as an Exception record and can be easily searched, viewed and managed by the system administrator.

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Vaultive for Dynamics CRM Online

http://www.vaultive.com/solution/vaultive-dynamics/ Encrypt the data stored in the CRM Online cloud via a proxy server to address security, compliance and data residency related risks.

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Price List Utilities for Microsoft Dynamics CRM

http://www.dynamics-pros.com/products/2013/price-list-utilities Bulk update price lists and price lists items in Microsoft Dynamics CRM. Allows you to export price list item data with all required columns in a CSV file, perform updates in Excel and then import the updated prices back

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Social Insights for Microsoft Dynamics CRM Online Professional

http://www.insideview.com/microsoft-social-insights Free InsideView solution for Microsoft Dynamics CRM Online Professional users, currently limited to U.S. customers.

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CRM 2013 Audit Undo

https://crm2013auditundo.codeplex.com/ Roll back values that have been unintentionally updated on the record, due to the auto-save feature, for example. Leverages the audit log entries to retrieve old values and undo changes.

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What’s this blog about?
Links to Microsoft Dynamics 365 resources, selected by Jukka Niiranen.
Jukka Niiranen

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CRM 2013 QuickStart book
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to: