Blog Archives

CRM Power BI Viewer

http://crm-powerbi-viewer.heiigjen.com/ Embed any Power BI content to Dynamics 365 Customer Engagement dashboards and forms with contextual data filters. See also this post by CRM Chart Guy.

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

Entity Relation Diagram Creator for XrmToolBox

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.  

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

Network View for Microsoft Dynamics CRM

https://github.com/scottdurow/NetworkView Visualize the relationships between accounts, contacts and activities in a network graph. More details from this blog post by Scott Durow.

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

ERD Generator for Dynamics CRM 2011/2013

https://dynamicsofdynamicscrm.wordpress.com/2014/10/08/erd-generator-for-dynamics-crm-20112013/ Generate a Visio diagram of the Dynamics CRM entity data model, visualizing the relationships between any selected entity and the related entities in an ERD file. Works with standard and custom entities.

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

C4CRM Relationship Charts

http://www.relationship-charts.com/ Configurable charting tool for visualizing relationships between records from any entities.

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

Dashboard Chart Exporter for Microsoft Dynamics CRM 2013

https://dashboardchartexporter.codeplex.com/ Export Dynamics CRM dashboard charts as image files.

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

CRM Goals for Windows Phone

http://www.windowsphone.com/en-us/store/app/crm-goals/433fa70b-888e-4e58-9890-9bf55cef79f8 Create visual Live Tiles of your CRM Online goals with this free app for Windows Phone 8.

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

Migrating Images from Notes to EntityImage for CRM 2013

http://mscrmblogger.com/2014/01/15/migrating-images-from-notes-to-entityimage-for-crm-2013/ XrmToolBox plugin for migrating images stored as attachments to an entity into the new CRM 2013 entity image field shown on the form header.

Tagged with: , , , ,
Posted in Tools

xRM Consultancy Timeline

http://www.xrmconsultancy.com/what-we-do/microsoft-dynamics-crm-timeline/ Visual timeline of past and future activities related to any CRM entity.

Tagged with: , , , ,
Posted in Usability

xRM Consultancy Client Tree View

http://www.xrmconsultancy.com/what-we-do/client-tree-view/ Hierarchical display of Sub-companies, Contacts, Connections and Opportunities for an Account record.

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

Tagging for Microsoft Dynamics CRM

http://www.xrmconsultancy.com/what-we-do/tagging-for-microsoft-dynamics-crm/

Tagged with: , , , , ,
Posted in Usability

Apex Planner for Microsoft Dynamics CRM 2011

http://www.apex.it/apex-planner/en/home “Apex Planner for Microsoft Dynamics CRM extends the standard CRM service calendar adding features from Microsoft Outlook like drag and drop to reschedule, reassign and clone appointments for users and facilities.”

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

CRM Progress Board

http://www.fusionsoftware.com/products/dynamics-crm/crm-progress-board Manage opportunities with a Kanban / Scrum style board for moving records between stages.

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

Dynamics CRM Bing Map Custom Chart

https://crmmapchart.codeplex.com/ Any view for Accounts, Contacts or Leads can display a chart with all address locations pinned on the map.

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

CRM 2011 SystemUser – Team Role View

Custom form component for viewing the security roles inherited from teams where the user is a member. https://crmuserteamroleview.codeplex.com/

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

Microsoft Visio Stencils for Microsoft Dynamics CRM

http://appstencils.codeplex.com/

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

Customer Analysis Templates for Microsoft Dynamics CRM (PowerPivot and Power View)

http://pinpoint.microsoft.com/en-US/applications/customer-analysis-templates-for-microsoft-dynamics-crm-12884955445

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

CRM 2011 Activity Summary

http://crm2011activitysumm.codeplex.com/

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

CRM 2011 Navigation UI Record Counter

http://uirecordcounter.codeplex.com/

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