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
Want to learn Microsoft Dynamics CRM 2013? Start with this book that I've contributed to:
- Spring in The Dynamics 365 World
- From MS CRM to Dynamics 365 Customer Engagement
- I’m Back! …In The CRM Rocks Podcast
- Activity Management Enhancements in Dynamics 365 (v8.2)
- Reflecting on Dynamics 365
- CDM: New Data Model For The Common Good?
- Dynamics 365: The Next Chapter of MS Cloud Business Apps
- A Million Voices: VoC Survey Results Analysis
- My CRM User Experience Presentation at eXtremeCRM 2016 Warsaw
- Voice of the Customer: Conditional Questions
- Microsoft is expanding to new territories with the launch of Dynamics 365 for Talent, new Microsoft ... April 24, 2017
- How does the post-CRM era with Microsoft Dynamics 365 and the growing stack of Microsoft cloud business... November 18, 2016
- As the launch of Microsoft Dynamics 365 approaches, the three letters "CRM" are set to be removed from... October 10, 2016
- How does the Interactive Service Hub and the other MoCA based modern CRM clients differ from the traditional... August 22, 2016
- Microsoft Dynamics 365 is coming! What does this new cloud service mean to customers and Dynamics CRM... July 15, 2016
- Bookmarklets can be a great time saver for Microsoft Dynamics CRM customizers and developers. Just store... May 24, 2016
- Have you checked out the new Ribbon Workbench 2016 from +Scott Durow yet? The brand new user interface... May 23, 2016
- Voice of the Customer provides great tools for designing surveys and collecting survey responses into... May 8, 2016
- eXtremeCRM 2016 Warsaw, what a great event for Dynamics CRM professionals! Here are the slides from ... April 28, 2016
- Are you using ClickDimensions as your Microsoft Dynamics CRM marketing automation solution? Then here's... March 15, 2016
