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.
Microsoft Dynamics 365 (XRM) links
Links to extensions, tools and integrated applications for Microsoft Dynamics 365 (previously Dynamics CRM)
Blog Archives
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
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
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: crm2011, crm2013, crm2015, crm2016, development, Dynamics 365, editor, scripts, solution, visual studio
Posted in Tools, Usability
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: crm2015, crm2016, customizations, Dynamics 365, option set, solution, UI
Posted in Usability
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…
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.
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.
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.
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/
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.
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.
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.
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.
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: codeplex, crm2013, crm2015, crmonline, customizations, development, notification, scripts, solution, UI
Posted in Usability
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.
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: codeplex, crm2013, crm2015, crmonline, editor, formatting, rich text editor, solution, UI
Posted in Usability
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.
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.
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.
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
