Difference between revisions of "Tools for Makers"
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| [https://www.xrmtoolbox.com/plugins/DLaB.Xrm.AttributeManager/ Attribute Manager] || [https://twitter.com/ddlabar?s=21 Daryl LaBar] || Here is a tool for the person who needs to “do it again and do it right”. Imagine that you have created a field for an entity in a solution, you use that field on forms, in views, in workflows, business rules and you might even have some data for this field. Then you realize – you really should have used another data type for this field. Well, do it again and do it right. That means, remove the field from all places you have added it to, create a new field and add that field to those places and there might be data to transfer from the old field to the new field. OR - use this tool and take away the painfully manual work. For DEV environments, since you cannot use it for managed solutions – and who uses unmanaged solutions in other environments than development environments?! ;-) || || | | [https://www.xrmtoolbox.com/plugins/DLaB.Xrm.AttributeManager/ Attribute Manager] || [https://twitter.com/ddlabar?s=21 Daryl LaBar] || Here is a tool for the person who needs to “do it again and do it right”. Imagine that you have created a field for an entity in a solution, you use that field on forms, in views, in workflows, business rules and you might even have some data for this field. Then you realize – you really should have used another data type for this field. Well, do it again and do it right. That means, remove the field from all places you have added it to, create a new field and add that field to those places and there might be data to transfer from the old field to the new field. OR - use this tool and take away the painfully manual work. For DEV environments, since you cannot use it for managed solutions – and who uses unmanaged solutions in other environments than development environments?! ;-) || || | ||
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| − | | [https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.BPFManager/ BPF Manager] || || This tool allows you to set an active business process flow stage for records in bulk. Use this after a data import, or simply to switch stages from an old BPF into a new one. || || | + | | [https://www.xrmtoolbox.com/plugins/Carfup.XTBPlugins.BPFManager/ BPF Manager] || Clement Olivier and Gus Gonzalez || This tool allows you to set an active business process flow stage for records in bulk. Use this after a data import, or simply to switch stages from an old BPF into a new one. || || |
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| [https://www.xrmtoolbox.com/plugins/AndyPopkin.BulkWorkflowExecution/ Bulk Workflow Executor] || || In the UI, workflows can be run for only as many records that you can have in a view, i.e. 250 records at a time. Click through the views and execute workflows or use this tool to execute Workflows in bulk using CRM Views or FetchXML Queries. | | [https://www.xrmtoolbox.com/plugins/AndyPopkin.BulkWorkflowExecution/ Bulk Workflow Executor] || || In the UI, workflows can be run for only as many records that you can have in a view, i.e. 250 records at a time. Click through the views and execute workflows or use this tool to execute Workflows in bulk using CRM Views or FetchXML Queries. | ||
Revision as of 19:52, 18 December 2021
This page gathers information about tools for Makers. Also see the general Tools page.
| Name | From | Use Case | Good to know | Read more |
|---|---|---|---|---|
| Attribute Manager | Daryl LaBar | Here is a tool for the person who needs to “do it again and do it right”. Imagine that you have created a field for an entity in a solution, you use that field on forms, in views, in workflows, business rules and you might even have some data for this field. Then you realize – you really should have used another data type for this field. Well, do it again and do it right. That means, remove the field from all places you have added it to, create a new field and add that field to those places and there might be data to transfer from the old field to the new field. OR - use this tool and take away the painfully manual work. For DEV environments, since you cannot use it for managed solutions – and who uses unmanaged solutions in other environments than development environments?! ;-) | ||
| BPF Manager | Clement Olivier and Gus Gonzalez | This tool allows you to set an active business process flow stage for records in bulk. Use this after a data import, or simply to switch stages from an old BPF into a new one. | ||
| Bulk Workflow Executor | In the UI, workflows can be run for only as many records that you can have in a view, i.e. 250 records at a time. Click through the views and execute workflows or use this tool to execute Workflows in bulk using CRM Views or FetchXML Queries. | |||
| Easy Translator | Export all translations for a table/tables, update in Excel, import, tada! | |||
| FetchXML Builder | Jonas Rapp | Create FetchXML queries e.g. to be used in your cloud flows or SSIS Kingswaysoft migrations. | ||
| Personal Views Migration | In model-driven apps users can create their own views. There are system views and there are personal views. There is no way to natively migrate personal views nor delete a personal view. With this tool you can accomplish both of those tasks. | |||
| Ribbon Workbench | Scott Durow | Edit XML files manually or use the Ribbon Workbench. "Standard" for editing the Dynamics CRM Ribbon since Microsoft Dynamics CRM version 2011. | ||
| User Settings Utility | MscrmTools | Update the users’ personal settings in bulk. |
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| View Layout Replicator | Update the different views for a certain entity manually (filers and what columns to include) or use this tool to replicate from one view to other views. |