Monday 5 November 2012

Great Tools & Software for Microsoft CRM 2011


Found 3 good links (1,2,3) with many great Tools & Software for Microsoft CRM 2011.(Tried to update as many links for CRM 2011 instead of CRM 4)

Enjoy!
1. Stunnware Tools
(www.stunnware.com)
2. Deletion Service Job Editor 
3. CRM Documentation Generator
(http://metadatadocgenerator.codeplex.com/)
4. Google Closure – Javascript Minifier
(http://closure-compiler.appspot.com/home)
5. CRM Web Service Toolkit
(http://xrmsvctoolkit.codeplex.com/)
7. Javascript Audit Add-On for Microsoft CRM
(http://crmjavascriptaudit.codeplex.com)
8. External View for Microsoft CRM Online
(http://viewlayoutreplicator.codeplex.com/)
9. Javascript Intellisense Generator for Microsoft CRM
(http://crm.vdsnickt.eu/ms-crm-javascript-intellisense)
10. View Layout Replicator
(http://mscrmtools.blogspot.com)
11. Access Checker for Microsoft Dynamics CRM
(http://mscrmtools.blogspot.com)
12. MSCRM Audit / Track Changes Add-On
(http://crmaudit.codeplex.com)
13. Field Level Security for Microsoft CRM
(http://www.thuta.info)
14. Microsoft Dynamics CRM Online
(http://crm.dynamics.com)
15. MSCRM 2011 SDK
(http://www.microsoft.com/en-gb/download/details.aspx?id=24004)

16. Linq2CRM
http://linqtocrm.codeplex.com/

17. Iconator for CRM 2011
http://mscrmtools.blogspot.co.uk/2012/10/new-tool-iconator-for-microsoft.html


Advanced CRM 2011 Auto Number
(http://advcrm2011autonumber.codeplex.com)
Supports: CRM 2011 On-Premise, CRM 2011 Online, CRM 2011 Partner Hosted and Load Balancing setup.
Advanced CRM 2011 AutoNumber is the most advanced auto numbering solution for CRM 2011. Guaranteed 100% unique autogenerated number. Supports multiple auto number fields for an entity and allows flexible auto number formatting.
CRM External View 
Supports: CRM 2011 Online
CRM External View enables more robust control over exposing Microsoft CRM data (in a form of views) for external parties. The solution uses web service as the integration layer to CRM. Supports paging and simple authentication.

CRM Javascript Audit (http://crmjavascriptaudit.codeplex.com)
Supports: CRM 4 On-Premise
CRM Javascript Audit enables the auditing functionality for client side Javascript customization. Traditionally you will have to store the Javascripts in source control, but this could be a tedious process as more customizations made.
Site Map Editor
  • http://sitemapeditor.codeplex.com
SiteMap Editor for Microsoft Dynamics CRM 2011 helps developer and customizers to configure the Site Map in a graphical way.
  • http://pragmatoolkit.codeplex.com
Pragma Toolkit is a developer tool for improving productivity of the CRM 2011 developers. This release contains Ribbon Editor and Site Map Editor.

Ribbon Editor
  • http://ribboneditor.codeplex.com
Ribbon Editor makes it easier for developers and customizers to edit Microsoft Dynamics CRM 2011 ribbons.
  • http://pragmatoolkit.codeplex.com
Pragma Toolkit is a developer tool for improving productivity of the CRM 2011 developers. This release contains Ribbon Editor and Site Map Editor.
  • http://crmvisualribbonedit.codeplex.com
Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons.
URL Encoder/Decoder to easily get CRM Record IDs
  • http://meyerweb.com/eric/tools/dencoder
LINQ Queries
  • LINQPad and CrmLINQPadPlugin.lpx
Interactively query databases in a modern query language. You can test your LINQ query in the LINQPad before use in plugins and custom workflow activities.
Fetch XML
  • http://www.stunnware.com/products/tools4/download.htm
Stunnware Tools for Microsoft Dynamics CRM 4, but we can use it to test Fetch XML. There are other cool tools embedded inside the Stunnware.

CRM Security Roles Interface
  • http://roleupdater.codeplex.com
Role Updater for Microsoft Dynamics CRM 2011 makes it easier for CRM 2011 administrators and developers to add or remove privileges to multiple security roles in one operation. You’ll no longer have to open each security role and apply privileges one by one.
  • http://crm40admin.codeplex.com
Used in CRM 4.0 Administration. Release 1.3 contains three utilities, focused on the administration of Users, Security Roles, Views and Local Data Groups. It supports Intranet, Internet and CRM Online deployments.

CRM Tools from Microsoft
  • CRMSvcUtil.exe
Advanced Developer Extensions for Microsoft Dynamics CRM provides a command-line code generation tool called CrmSvcUtil.exe that is used to generate a data context class as well as data transfer objects (DTOs) for all Microsoft Dynamics CRM entities.
  • Plugin Registration
It is a tool for registering CRM plug-ins and custom workflow activities.
  • Entity Metadata Browser
The Entity Metadata Browser provides the capability to examine the metadata for all the entities in the system.
  • ILMerge.msi
ILMerge is a utility for merging multiple .NET assemblies into a single .NET assembly. This is used if we have multiple Dynamics CRM 2011 .NET projects in a solution.
  • Visual Studio Agents 2010
Visual Studio Agents 2010 includes Test Controller 2010, Test Agent 2010 and Lab Agent 2010. Test Controller 2010 and Test Agent 2010 collectively enable scale-out load generation, distributed data collection, and distributed test execution. Visual Studio Agents 2010 can help in unit testing of plugins and custom workflow activities.

Third Party Components
  • Documents Core Pack: http://mscrm-addons.com
Documents Core Pack provides the possibility to create and manage documents associated with CRM – records in a comfortable and structured way. It enables creation of Word-Documents with data from MS CRM.
  • CRM 2011 OData Query Designer: http://crm2011odatatool.codeplex.com
The CRM 2011 OData Query Designer is a Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. This tool allows you to build OData queries by selecting filter criteria, select attributes and order by attributes. The tool also allows you to execute the query and view the ATOM and JSON data returned.
  • Dependent Picklists: http://treeviewfordependent.codeplex.com ORhttp://blogs.msdn.com/b/paf/archive/2011/04/21/how-to-easily-create-dependent-picklist-in-crm-2011.aspx
Create Dependent Picklist by using a user friendly interface.
  • ReSharper
ReSharper is a productivity tool that makes Microsoft Visual Studio a much better IDE. Microsoft Dynamics CRM 2011 developers can use ReSharper’s code inspections, automated refactorings, blazing fast navigation, and coding assistance in custom development of plugins and workflow activities.

JavaScript/CSS/HTML Testing: Useful in CRM Custom HTML/ASPX Development
  • Test CSS/HTML: http://www.dabblet.com/
  • Test JavaScript/CSS/HTML: http://jsfiddle.net/
  • Test JavaScript: http://pastebin.com/X6NxXvkC
  • JavaScript Development Sheet.pdf
This document is a cheat sheet and a quick reference to JavaScript methods in the new XRM Page Model of Dynamics CRM 2011. Download JavaScript Development Sheet from here.
  • Dynamic HTML Editor 1.9: http://www.dynamic-html-editor.com
Dynamic HTML Editor is a powerful HTML (website design) Editor that permits you to create your site in a WYSIWYG (What You See Is What You Get) environment using both CSS and/or tabled layouts.
Tools for taking Screen Shots: Helpful in writing Functional and Technical Dynamics CRM 2011 Documents
  • Balsamiq Mockups: http://www.balsamiq.com/products/mockups
Using Balsamiq Mockups feels like drawing, but because it’s digital, you can tweak and rearrange easily. Teams can come up with a design and iterate over it in real-time in the course of a meeting.
  • Snagit: http://www.techsmith.com/snagit.html
Capture anything on your computer screen with this screen capture tool. Snagit makes it easy to create eye-catching images and videos for quick communication.
  • MS Paint
Paint (formerly Paintbrush for Windows) is a simple graphics painting program that has been included with all versions of Microsoft Windows.
  • Paint.Net: http://www.getpaint.net
Paint.NET is free image and photo editing software for computers that run Windows. It features an intuitive and innovative user interface with support for layers, unlimited undo, special effects, and a wide variety of useful and powerful tools.
  • Microsoft Picture Manager (Microsoft office 2010)
Microsoft Office Picture Manager is a software program included with Microsoft Office suite starting with version 2003. It is a basic image editing and image management program. It replaced Microsoft Photo Editor, which had been included up to Office XP since Office 97.

Tools for Unit Testing: Helpful in custom development of plugins, workflow activities and ASPX pages
  • MOQ: http://code.google.com/p/moq
Moq (pronounced “Mock-you” or just “Mock”) is the only mocking library for .NET developed from scratch to take full advantage of .NET 3.5 (i.e. LINQ expression trees) and C# 3.0 features (i.e. lambda expressions) that make it the most productive, type-safe and refactoring-friendly mocking library available.
  • Rhino Mock
Rhino Mocks is a dynamic mock object framework for the .Net platform. Its purpose is to ease testing by allowing the developer to create mock implementations of custom objects and verify the interactions using unit testing.
  • .NET Code Coverage Tool: http://www.jetbrains.com/dotcover
Reporting statement-level coverage in .NET Framework and Silverlight applications. Integration with Visual Studio 2005, 2008 and 2010.

....that's all folks!

Friday 2 November 2012

CRM 2011 December 2012 Service Update


Christmas 2012 is coming early....

Next service update due December 2012
(UPDATE: Now January 2013...bug in the new release, should be re-released soon... for CRM Online and On-Premise 2013 Q2) is codename:Polaris will show off some great new features. Please have a look below links for the latest info...


















The December 2012 Service Update introduces a new bulk data API that allows you to create, update and delete large volumes of records in Microsoft Dynamics CRM Online!
------------------------------------------------
Definitely worth a scroll

Nice screenshots of new features + cross browser support info
http://blog.sonomapartners.com/

Windows 8 app for CRM
http://www.youtube.com/watch?feature=player_embedded&v=iiuha…!

Polaris (Online release) will be followed up by other updates of :
Orion(On-Premise release)
Leo
Vega



The below is from Microsoft communities, link


As part of its continual evolution of Microsoft Dynamics CRM, Microsoft will soon release its December 2012 Service Update, codenamed Polaris. (Following the Polaris release, there will be three more star or star constellation themed releases: Orion, Leo and Vega.)
The Polaris release contains a range of new capabilities, including new sales and customer service user interface options, cross browser support, new integration points for Yammer, Skype, and Bing Maps, Microsoft Office 2013 compatibility, and a bulk data API. More information on this release, including an official Release Preview Guide from Microsoft, can be found on the Microsoft CRM site http://crm.dynamics.com/en-us/polaris.
This release will be rolled out from mid/end December and through January, and while most of the changes in this Service Update will be for customers using Microsoft Dynamics CRM 2011 Online, those using the on-premise release will also be able to take advantage of cross-browser support. What does this mean? To quote from the documentation: “Microsoft is expanding the range of browsers supported to include versions of Mozilla Firefox and Google Chrome on Windows PCs. Firefox and Apple Safari will be supported on Macintosh desktop computers. There will also be Safari support on Apple iPad tablets for sales users. This sales experience on iPad adds flexibility for the mobile salesperson.”
This potentially has an impact on any current deployments of Dynamics CRM 2011 that contain any JavaScript or HTML programming (for example, any. web resources that have been created to hide/show fields etc.). Organisations that are potentially impacted by this update need to work with their service providers or themselves to ensure that any JavaScript that has been deployed will comply with the cross-browser update.
The process to review the code is as follows and the time it will take will depend obviously on the complexity and functionality of the JavaScript that has been deployed:
1. Download and install the ‘Microsoft Dynamics CRM 2011 Custom Code Validation Tool’ solution from Microsoft athttp://www.microsoft.com/en-us/download/details.aspx?id=30151 . This tool is free to download.
2. Import your CRM solution into the your UAT/DEV environment.
3. The solution will run and provide a colour-coded review of the code in the solution, identifying code items that will fail and might fail following the release of the December 2012 update.
4. For any areas where the code may break, a developer will be required to update the code and fix the issue; this may be as a result of an upgrade where the JavaScript has not been fully converted (using old V4 supported code) or where there are specific commands that only Internet Explorer can interpret.
5. Once the changes have been applied, the updated solution needs to be tested and rolled out.
As a guide, we would expect for most customers this process will take from 4-8 hours to complete; for larger, more complex implementations this process may take longer.
The following blog post by Microsoft details this process in far more detail:http://community.dynamics.com/product/crm/crmtechnical/b/crmteamblog/archive/2012/06/21/microsoft-dynamics-crm-2011-custom-code-validation-tool-released.aspx . If you would like to know more, please don’t hesitate to contact us at Intergen (http://intergen.co.nz/Contact-Us/enquiry-form ).