Blog Archives

Dynamics 365 Network Test Tool

PowerShell script for testing that all the required endpoint URLs for using Dynamics 365 Customer Engagement can be reached from the workstation. https://gallery.technet.microsoft.com/scriptcenter/Dynamics-365-Network-Test-6e0ccad8

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Posted in Tools

Personal Views Manager Utility

https://personalviewsmanagerutil.codeplex.com/ Re-assign or delete the saved views of other users by using this utility that allows system administrators to impersonate the personal view owner in CRM 2016.

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Posted in Tools

Magician

https://gotdibbs.github.io/magician/ An extensible bag of tricks for Dynamics CRM administrators, customizers and developers.

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Posted in Tools

Dynabacus – CRM Record Count Tool from Sonoma Partners

http://www.sonomapartners.com/tools/dynabacus Get the total count of records per entity inside the CRM 2015+ database, or use a view to filter it down to showing the number of records meeting a specific criteria.

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Posted in Tools

Report on User Assignments

https://snataw.wordpress.com/2015/09/24/display-and-report-user-business-units-teams-and-security-roles/ SSRS report for viewing the CRM user accounts, business units, teams and security roles on one page.

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Posted in Reporting

MS CRM Security Roles to Excel Export

https://mscrmrolesheetexporter.codeplex.com/ Export the detailed privileges of every CRM security role into an Excel workbook.

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Posted in Tools

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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Posted in Data, Tools

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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Posted in Data

Security Role Browser for Dynamics CRM 2011

https://securityrolebrowserforcrm2011.codeplex.com/ Retrieve privileges for specific entities, security roles or users/teams. Visualize the user rights in a grid and export to Excel for documentation purposes.

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Posted in Tools

CRM 2013 Tool Tip Manager

http://www.crminnovation.com/crm-solutions/tooltipmanager.htm Quickly edit the CRM 2013 tool tips for entity fields without having to open the full customization UI.

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Posted in Tools, Usability

SnapShot! for Dynamics CRM

http://www.crmaccelerators.net/products/snapshot-for-dynamics-crm/ System settings and solution components document generator. Creates an Excel file of the CRM organization with a list of all entities, fields, relationships, views, forms, option sets, web resources, Javascript libraries and events, plugins, processes, security roles and many

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Posted in Tools

PFE CRM Trace Tool

https://pfecrmtracetool.codeplex.com/ Dynamics CRM trace log file reader for CRM 4.0, CRM 2011, CRM 2013. Developed by the Premier Field Engineering Dynamics team at Microsoft. For more details see: http://blogs.msdn.com/b/crminthefield/archive/2014/02/19/pfe-crm-trace-log-file-reader.aspx

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Posted in Tools

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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Posted in Data, Tools

Sync Filter Manager (part of XrmToolBox)

http://mscrmtools.blogspot.fr/2013/12/introducing-new-tool-sync-filter-manager.html Centrally manage the Outlook synchronization filters for users.

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Kill waiting workflows in Dynamics CRM by Dynateam

http://tipsntricksfordyncrm.blogspot.dk/2013/12/deleting-workflows-in-status-waiting.html Console app for changing the status of waiting workflow instances to cancelled, thus allowing CRM bulk delete jobs to remove the workflows.

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Posted in Tools

Record Properties Dialog for CRM 2013

http://www.develop1.net/public/post/Form-File-3eProperties-dialog-in-CRM-2013.aspx Command Bar solution for restoring the File – Properties menu with record creation & modification timestamps and current user permissions that has been removed from CRM 2013 UI.

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Posted in Usability

Microsoft Dynamics CRM 2013 Best Practices Analyzer

http://www.microsoft.com/en-us/download/details.aspx?id=41156 Diagnostics tool for CRM 2013 server configuration analysis, leverages the Microsoft Baseline Configuration Analyzer 2.0.

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Posted in Tools

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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Posted in Data

Role Based Views in Microsoft Dynamics CRM 2011

https://rolebasedviews.codeplex.com/ Control visible views per user security role and set default views for roles.

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Posted in Usability

Trace Reader for Microsoft Dynamics CRM

https://crmtracereader.codeplex.com/ View and filter CRM trace log files based on operation, process, organization, thread, category, user, level, ReqId.    

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Posted in Tools
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: