CRM Configuration Manager

CRM Configuration Manager is an application for working with customizations in Microsoft Dynamics CRM.
The setup includes two applications, Customization Manager and Configuration Manager. Customization Manager is a console application that can perform every action that is done inside Configuration Manager,
which is a Windows Form application. You can use Configuration Manager to setup an export / import selection, and get the command line for the operation for use inside scripts.

Here follows a list of all the main 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.
  • 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.
  • One-click Deployment, You can select a source and destination CRM Server, performing an Export and Import in one step.
  • 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…

It's free of charge and can be downloaded bellow,

CcmSetup1.55.exe (965,61 kb)
       Version History

Also check out the Add-in for exporting customizations to a Microsoft Word document, read more about it here.

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

Donate using PayPal


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About the author

Daniel Halan Daniel Halan, M.Sc., Microsoft Windows Azure Advisor Software Architect and Lead Developer from Sweden, currently in Bangkok.

Working primary with Microsoft .NET, Windows Azure, DDD, CQRS and some Dynamics CRM  Read more...

The content of this site are my own personal opinions and do not represent my employer's view in anyway.

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