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.

Tagged with: , , ,
Posted in Data

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

Tagged with: , ,
Posted in Data

Solution Installer for XrmToolBox

XrmToolBox plugin to help you install community developed/supported solutions from GitHub into multiple Dynamics 365 Customer Engagement (CDS) environments. Available on the XrmToolBox plugin store, source code here: https://github.com/rajyraman/Solution-Installer-for-XrmToolBox

Tagged with: , , ,
Posted in Tools

CRM Code Editor by Jason Lattimer

Intro blog post: https://jlattimer.blogspot.com/2016/12/new-tool-crm-code-editor.html GitHub repository: https://github.com/jlattimer/CRMCodeEditor Enhanced JavaScript editor for performing quick edits within the Dynamics 365, instead of the standard web resource editor. Similar to Visual Studio Code IDE.

Tagged with: , , , , , , , , ,
Posted in Tools, Usability

Multi-Select for Dynamics 365 by Sonoma Partners

Download: http://www.sonomapartners.com/tools/multiselect2015 Intro blog post: http://blog.sonomapartners.com/2016/12/introducing-multi-select-for-dynamics-365-for-sales.html Select multiple values from a predefined list, rendered as either checklist, listbox, list view or tag style “selectize” control.

Tagged with: , , , , , ,
Posted in Usability

Workflow Elements

https://kaskela.wordpress.com/ Custom workflow activities for performing the following tasks in workflow process steps: Query for a table (and produce the output for an email message, for example) Query for a single value Query for a list Format date and time

Tagged with: , , , , , , , , , , ,
Posted in Tools

MS CRM Expand/Collapse all Tabs using Ribbon Button

https://toggletabstate.codeplex.com/ Toggle the CRM entity form tab state from a Command Bar button.

Tagged with: , , , , , ,
Posted in Usability

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.

Tagged with: , , , , , , ,
Posted in Data

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.

Tagged with: , , , , , ,
Posted in Tools

CRM Power BI Connector by Fenix Solutions

Use saved views in Dynamics CRM Online or on-premises to create and update Power BI datasets with this free connector solution. http://www.fenixsolutions.fi/microsoft-dynamics-crm-and-power-bi-connector/

Tagged with: , , , , , ,
Posted in Reporting

D CRM Editable Grid

https://dcrmeg.codeplex.com/ Editable HTM5 gird for showing subgrids from multiple related entities inside a web resource on the record form. Includes keyboard navigation, undo, search and many other features.

Tagged with: , , , , , , , ,
Posted in Usability

Dynamics CRM Easy Grid

https://easygrid.codeplex.com/ Editable grid that can be embedded to entity forms as HTML5 web resource to show a subgrid of related records and enable editing the values inline.

Tagged with: , , , , , , , ,
Posted in Usability

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.

Tagged with: , , , , , ,
Posted in Tools

Refreshed Connections UI

http://develop1.net/public/post/Refresh-Connections-UI-Solution.aspx Get rid of the legacy ribbon forms for managing Connection records and replace them with this editable grid with a modern user experience.

Tagged with: , , , , ,
Posted in Usability

CRM 2013/2015 Custom Notifications in JavaScript

https://notifyjs.codeplex.com/ Expand the capabilities of the standard Xrm.Page.ui.setFormNotification function with a notification bar supporting buttons, hyperlinks, slide in effect, manual closing, additional icons etc.

Tagged with: , , , , , , , , ,
Posted in Usability

CRM 2013/2015 Call Action, Workflow, or Dialog from JavaScript

http://processjs.codeplex.com/ Call workflows, dialogs and actions via Javascript with the help of this library.

Tagged with: , , , , , , , , , ,
Posted in Tools

CRM 2013/2015 Basic HTML Editor / Rich Text

https://crmhtmleditor.codeplex.com/ Provides a rich text / HTML editor based on CKEditor that can included as a web resource onto CRM forms and used for editing the content of ntext fields.

Tagged with: , , , , , , , ,
Posted in Usability

Microsoft Dynamics CRM 2015 Asynchronous Batch Process Solution

https://mscrm2015asynchronousbatchprocess.codeplex.com/ Execute recurring workflow processes with the help of this custom workflow activity that will trigger batch processing of records matching a query criteria, based on a configurable schedule.

Tagged with: , , , , , ,
Posted in Tools

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.

Tagged with: , , , , , ,
Posted in Data

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.  

Tagged with: , , , , , ,
Posted in Data
What’s this blog about?
Links to Microsoft Dynamics 365 resources, selected by Jukka Niiranen.
Jukka Niiranen

Enter your email address to follow Dynamics 365 Links and receive notifications of new posts by email.

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