Microsoft Word Add-in for CRM Configuration Manager

by Daniel Halan 19. May 2010 05:43
Here comes a requested add-in for ouputting all your Microsoft CRM Customizations to a Word document.

This add-in can be used for various scenarios,

Documentation

  • Document your work after it's finished, removing any possible mismatch from the specifications.
  • Understand the work of others when taking ownership of a CRM instance without any documentations provided (Using the filters to export only Custom Entities, Attributes and Relationships)
  • Presents all your ISV Configuration changes in one place, that usually are hard to get a good overview of.

Daily work routines

  • Development Aid, use a complete export document as a reference.
    By searching in the document for a specific entity you can quickly see available picklist values, implemented javascript, published attributes on form and attributes schema name including data type restrictions.
  • Architect Aid, Cut & Paste attribute, forms or relationships Tables to your specifications, and extend them with new values or describe changes.

The Add-in supports multi-language CRM installations, you select the prefered output language, and the base language will be used as fallback. You can also define to only export custom entities, attributes and relationsships making the document easier to read.

The document can contain following chapters,

  • Organisation Settings
    Configurations set for the selected organisation (tenant) i e Schema Name Prefix..
  • ISV Configuration
    All custom Menues, Navigation Items, Toolbar Buttons and Renamed titles
  • Workflows
  • Security Roles
  • Entities
    • Attributes
    • Forms
    • JavaScript inc. dependencies
    • Relationships


Checkout sample document,
CCM Word Sample.docx (41,74 kb)

Only $149

Buy Now

Free version upgrades

Requirements
Docx File Format Viewer
Microsoft .NET Framework 3.5 or newer

CRM Configuration Manager v1.50

by Daniel Halan 19. May 2010 04:16

First of all, I would like to thank for all the positive response regarding CRM Configuration Manager, always a joy to hear that the product works :)

Here comes a new release of CRM Configuration Manager that contains some improvements and a new Extension Framework for creating Add-ins. The first extension interface available is for output handling. You can now implement a new document type handler for exporting. Could be used for various documentation formats, for example an Visio document handler, that would create a data model of the exported entities and their relationships.

A SDK will be released in the near future, but until then you can contact me for guidance.

Improvements and bugfixes included in version 1.50,

  • Improved 'Export only Modifications' function, now also checking modifications at Entity Forms and Relationships
  • Not all system entities was listed in the Entity view.
    Thanks to Daniel Jansen for reporting the issue.
  • Implemented Add-in framework for output document formats. 
  • Revised user interface to improve usability
  • Minor bug fixes

Complete list of features

CcmSetup1.55.exe (966,81 kb)

Also released an output Add-in for Microsoft Word document format,
read more about it here.

Happy Customization!

 

CCM: Non-Latin characters bug fixed

by Daniel Halan 19. March 2010 01:50

There was a little bug / oversight in CRM Configuration Manager when working with CRM installations with other languages then English. Non-Latin characters didn't get saved correctly due incorrect encoding. It has now been resolved by checking what languages are installed at the server.

The fix is included in v1.15

Thanks to Daniel Sabater for reporting the issue.

CRM Configuration Manager [Updated]

by Daniel Halan 27. February 2010 18:55

This is a follow up on my earlier project CRM Customization Manager, CRM Configuration Manager is a Windows application to create an Export / Import selection that can later be exported as a command prompt string for later use, or execute directly inside the application. The main features of CRM Configuration Manager are,

  • Easy access to the features of CRM Customization Manager
  • Possible to select a CRM server as destination, allowing one click export and import.
  • Create advance export/import selections for later use inside scripts / installations

This release includes CRM Customization Manager v2.0 that contains fixes and few new features,

  • JavaScript Export/Import, This allows you to extract JavaScript to a local folder, where you can work in a proper script editor, and later import them back. You can also create new javascripts in the same folder, just follow the name convention and they will also be imported to the correct entity / event.
  • Zip support, Now all features works with zipped customizations
  • Include Related Entities, This features will automatically include related entities to the selected entities, so their relationships are exported and can be reviewed for conflicts. This is recommended during the development process when relationships may change.
  • Publish Workflows, Publish operation now also publishes workflows

v1.0 key features...

I’m wondering, is there any interest in creating your own operations? That is, using a Plug-in model to add custom arguments to the application that will call your code before/after execution.

If you find the application useful, please donate to keep the development alive :)

Donate using PayPal

 

[Update 2010-05-18]
Version 1.5 Released, read more about it here

Get CCM v1.50

Happy Customizing!

Download

Continuously disabling UAC (using NT Service)

by Daniel Halan 12. March 2008 23:44

As WM-data just became Logica here in Sweden we have changed our laptops and entered a new domain, with that there came new policies and rules. One of them is the enforcement of using the User Account Control (UAC) on all Vista machines, which is pumped out each time logging into the Logica domain.

This presented a problem that needed to be solved, how to be able to work inside the domain and still be effective? Solution: A NT Service that continuously turns off the UAC.

Here is an install for the small service that just checks so the UAC is not turned on when the computer is shutting down.

 

DisUacSetup.msi (392,00 kb)


Tags: ,

Tools | Vista

How to get the .NET Assembly full name

by Daniel Halan 23. March 2007 00:48

There is often that one need to get an assembly’s full name, while one can do it quite simply in C# by instancing the assembly and calling GetName(), but when setting up applications outside the development environment, You can use SN.exe to retrieve the PublicKeyToken using the -T parameter, but still it would be nice to get the whole Assembly Name, so here is a small command prompt app that does the job.

Example of an Assembly full name:
"GetAsmName, Version=1.0.0.0, Culture=neutral,
PublicKeyToken=efc52db0448864e8"

 

 

Download the compiled application:
GetAsmName.zip (2,83 KB)

Download the source code:
GetAsmName-src.zip (2,51 KB)

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About the author

Daniel Halan Daniel Halan systems architect at Logica in Sweden.

Working primary with Microsoft Dynamics CRM.

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