http://journeyintocrm.com/archives/1881 Generate ERD visualization of your CRM data model with this XrmToolBox plug-in from Bas van de Sande. Based on NClass UML class diagram creator tool.
Microsoft Dynamics 365 (XRM) links
Links to extensions, tools and integrated applications for Microsoft Dynamics 365 (previously Dynamics CRM)
Blog Archives
Entity Relation Diagram Creator for XrmToolBox
Tagged with: customizations, development, diagram, documentation, ERD, UML, visualization, XrmToolBox
Posted in Tools
Posted in Tools
Visio stencils for Dynamics CRM UI mockups by PowerObjects
Visio stencils for drawing UI mockups of CRM 2013 and CRM 2015 forms, Nav Bar and dashboards. http://www.powerobjects.com/2016/01/29/freebie-friday-two-free-templates-using-visio-create-crm-ui-mockups/
Tagged with: crm2013, crm2015, crmonline, design, documentation, mockup, visio, visualization, wireframe
Posted in Tools
Posted in Tools
MS CRM Security Roles to Excel Export
https://mscrmrolesheetexporter.codeplex.com/ Export the detailed privileges of every CRM security role into an Excel workbook.
CRM 2011 / CRM 2013 Comparison Tool
https://comparisontool.codeplex.com/ Compare customizations between two different CRM organizations: attributes, form sections, tabs, relationships, events, Business Rules.
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.
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.
Tagged with: admin, crm2013, crmonline, customizations, documentation, free, solution, tooltip
Posted in Tools, Usability
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…
Tagged with: admin, crm2011, crm2013, crmonline, customizations, documentation, excel, settings
Posted in Tools
Posted in Tools
Microsoft Visio Stencils for Microsoft Dynamics CRM
Tagged with: codeplex, crm2011, design, documentation, forms, UI, visio, visualization
Posted in Tools
Posted in Tools
CRM 2011 ERD Designer
http://crm2011erd.codeplex.com/ “This tool allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields; you can create/edit/remove entities and fields from the ERD designer. The tool allows also printing the diagrams.”
Tagged with: codeplex, crm2011, crmonline, customizations, diagram, documentation, model, solution, visualization
Posted in Tools
Posted in Tools
Dynamics CRM Wiki on TechNet
Microsoft Dynamics CRM 4.0 Documentation Generator
For CRM 4.0 and Excel 2007. http://crm4documentation.codeplex.com/
Microsoft CRM Documentation Generator
For CRM 3.0 and Excel 2007. http://crmdocumentation.codeplex.com/
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
- Dataflex: the day after
- Dataflex is more (and less) than CDS
- Why Power Platform licensing is complex, part 4: the role of CDS
- First impressions on Power Platform 2020 Release Wave 2
- PPAC is your new Dynamics 365 Admin Center
- ALM for low-code: are we there yet?
- Why Power Platform licensing is complex, part 3: light use scenarios
- Why Power Platform licensing is complex, part 2: multiplexing
- The Social CRM that came to be: from 2010 to 2020
- Why Power Platform licensing is complex, part 1: products
