Workflow Manipulation Library for CRM
Found this great article in my RSS feeds about a new plugin by Engage to build complex workflows to solve equations, date calculations, manipulates strings, perform regex (regular expression) formatting & matching.
You can download the plugin from Codeplex:
http://manipulationlibrary.codeplex.com/
There’s also a great explanation here from the folks at Engage that runs down the different categories of [...]
My Favorite CRM Tools
Over the years I ran into several very useful tools that can make the life of a Dynamics CRM Consultant easier. I am surprised that not everybody knows about these tools, so here’s my collection. I will try to keep this post updated, because new tools emerge every day. During writing I found out that [...]
Microsoft Word Add In for MS Dynamic CRM
Sonoma Partners recently released a very cool two way integration between Microsoft Word and Microsoft Dynamics CRM that allows users to:
Build Word document templates that can load data from Microsoft Dynamics CRM.
Once the data is loaded, users can edit their data in Microsoft Word and then save their changes back to Microsoft Dynamics CRM [...]
15 Favourites MS CRM Industry Solutions by Software Advice
Lauren Carlson has recently posted a blog about the 15 Favourites Microsoft Dynamics CRM Industry Solutions:
When most industry observers hear customer relationship management (CRM), they think of applications for sales, service and marketing. However, actual CRM software users think of the much more specific functionality required to do business in their industry. For example, sales [...]
C360 Relationship Explorer/ Charting
Functionality: C360 Relationship Explorer/Charting is a Microsoft CRM enhancement that improves and extends the relationship display and linking capabilities of Microsoft CRM. By using this enhancement you can display all existing and custom relationships between CRM records.
Key features:
Use Relationship Tree or – Chart to display all [...]
XML Picklist Generator
There is a tool that allows you to easily generate XML codes for creating picklist values. The generated XML can then be copied directly in the appropriate customization file.
Go to this website: XML-Generator for Picklist-values to use with Microsoft Dynamics CRM.
CRM Customization Comparison and the Configuration Data Utility
Rather than comparing XML files side-by-side, the Customization Comparison Utility lets you compare the customization files between two Microsoft Dynamics CRM systems and the Configuration Data Utility lets you transfer custom configuration data from one Microsoft Dynamics CRM system to another. You can even drill down and see what’s missing or has changed.
Some of you [...]