Simplified Configuration using CRM 2011 Utilities

Date:
13 Jun 2012
Posted By:
Kristy Brown
Author:
Kristy Brown
Type:
Technology Updates

Our CRM team member, Lee-ann has found some really useful tools that significantly reduce administration time from within Dynamics CRM 2011. If you would like any more information, please ring or email me.

Are you looking to reduce administration time from within Dynamics CRM 2011? Here are some great tools to try!

Simplified Configuration using CRM 2011 Utilities

1. View Layout Replicator

The View Layout Replicator Utility allows you to easily replicate the columns and column formatting from the source view to multiple views within the same entity. The tool can be found here.

2. Searchable Property Updater

This tool retrieves the attributes being used on the forms and then allows you to specify only those attributes as searchable in CRM. Additionally it allows you to select multiple attributes from within an Entity to be set as Searchable. Click this link to download the tool on codeplex.

3. User Settings Utility

The User Settings Utility is useful for updating user settings for multiple users at once. System administrators can identify a group of users and update settings such as setting the default page, time zone, calendar, records per page, email preferences, etc. This utility is available here.

4. Metadata Tools

a. Metadata Browser

Metadata Browser is a Silverlight application that is packaged as a Managed solution which allows you to retrieve the Entity, Attribute and Relationship metadata schema within CRM. This information can then be exported to Excel. The tool is available here.

b. Metadata Document Generator

This utility allows you to general excel and word documents with the metadata schema and also include information such as whether the fields are mandatory, searchable, audited, etc. Here's the link to codeplex.

5.  CRM Solution Bulk Export

This utility allows you to take a backup of multiple un-managed solutions in your CRM organisation. Here's the link to codeplex.

 

 

Kristy Brown
Microsoft Dynamics CRM & ISV Manager
Mob:
+64 27 477 4384
E:
kbrown@koorb.co.nz
Kristy Brown