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.
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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.
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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
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Free version upgrades
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Requirements Docx File Format Viewer Microsoft .NET Framework 3.5 or newer |
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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)
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Also released an output Add-in for Microsoft Word document format, read more about it here. |
Happy Customization!
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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...
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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 :)
[Update 2010-05-18] Version 1.5 Released, read more about it here
Get CCM v1.50
Happy Customizing!
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by Daniel Halan
15. October 2009 23:20
During my time with Microsoft CRM 4 I’ve found some limitations of the import & export process of customizations, which led to the curiosity if one could fix those with a custom application. Thanks to the open architecture of Microsoft CRM with Web Services and Xml for customization management it was pretty easy to create a small application to improve the import and export process of customizations.
Here follows the main features of CrmCustomizeManager.
- Console Application, Making it possible to import and export inside nant, msbuild or bat scripts, for example to export the customization each night and “check in” to a source code repository, enabling version control of the customizations. Also to import customizations directly from a MSI installation.
- Export Only Modifications, You can export a “clean” customization xml in the beginning of a project and save it in the application folder as “CleanCustomization.xml”, the application will compare the current state and only export the entities that are modified or added.
- Remove Deleted Attributes, This feature only applies when importing a customization. When this operation is selected one will be prompted with all attributes that has been removed in the new customization, given the possibility to remove them from the CRM instance.
- Changes Attribute data type, When changing an attributes data type and then trying to import it to a CRM instance that still contains the old attribute would normally generate an error. This is now handled and the data inside the old attribute will be converted to the new data type (when possible and logical)
- Publish, You can publish the customizations, can also be used at it’s own, for example assigning it to a system wide hotkey for fast access.
- Node & Entity Selection, you can select what nodes and entities to import and export. For example only export ISV Config or the Site Map. Possible items to select,
| Entities |
Workflows |
Roles |
ISV Config |
| Sitemap |
Templates |
Calendar Settings |
General Settings |
| Email Settings |
Marketing Settings |
Outlook Synchronization |
AutoNumbering Settings |
| And more… |
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Get Latest version.

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)
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)