Dynamics CRM Tools

Last week, David J. was asking to the MVP list how to get more accurate data when comes the time to translate CRM customizations. His concern was to get contextual information about the terms to translate. I can only agree with him… When exporting translations, you just get an ID and the term to translate. You don’t know where it is used… So my next tool will be a tool that exports data to translate, but with contextual information. The tool will of course be able to import these data back to the CRM application. Export and import will be managed in a supported way using web services only. What will be included Entity names and descriptions Attribute name and description Boolean, Picklist, State and Status OptionSet Attribute labels View name and description Form name and description Form Tabs name Form Section name Form Field name All these items have been tested successfully on UR12 organization. I still need to check if new forms are structured in the same way th...

Today, and after a long time since the XrmToolBox was released, the Metadata Document Generator tool is now available as a plugin for the toolbox. It provides the same features than the previous stand alone version, with some extra: You can add location of attributes in forms You can select attributes NOT on forms And still: Excel or Word output (thanks to GemBox Software API) Language selection (if multi language enable on organization) Attributes selection: all attributes optionset and boolean attributes only attributes used in forms attributes not used in forms (new) attributes selected manually Attributes metadata selection Save/load settings to avoid losing time replaying the same document generation As usual the tool is available as part of the XrmToolBox application, on CodePlex

Today, I want to share a really nice feature that was shipped with the latest version of the SDK: the possibility to query metadata (entity, attribute, relationships,…). Before this update, we have to get so many data just to have an entity object type code or icon url. Now, you can query just what you want (filter) and select what data will be returned: so cool! Here is a quick sample that returns only custom entities logical name and object type code var filter = new MetadataFilterExpression ( LogicalOperator .And); filter.Conditions.Add( new MetadataConditionExpression ( "IsCustomEntity" , MetadataConditionOperator .Equals, true )); var properties = new MetadataPropertiesExpression (); properties.PropertyNames.AddRange( "LogicalName" , "ObjectTypeCode" ); //An entity query expression to combine the filter expressions and property expressions for the query. var entityQueryExpression = new EntityQueryExpression { Criteria = filter, Properties = properti...

Hi folks! Today, I released a new version of my tool Metadata Document Generator It now uses a new UI, a new assembly for Excel generation ( Gembox.Spreadsheet ) and prepare the future with a new wizard style behavior. New features will come in coming months since it is now easier to add features. Some screenshots As usual, the tool is available on CodePlex

I’m pleased to announce that I updated my tool to generate metadata documentation. Please review change below: NEW FEATURES Word document is now using headings for better navigation Use of GemBox Software Document assembly to generate Word document Thanks to them! http://www.gemboxsoftware.com/ BUG FIXES Export fails if two entities have same display name Export fails if entity has more than one main form Clicking multiple time on "Check all" button duplicate attributes list Not working if attributes are Selected Unable to create connection on Partner VM Does not generate document in other than main language Export to Word hangs with Custom Entities As you can see, Word generation is the almost the only part that has been updated. Hope it will help you more than ever to build documentation!

Hi guys, What is more awful than writing documentation about entities and attributes used in a project? Can’t see… I love the tool from Sonoma Partners to generate documentation but it has some limitations: Only OnPremise deployments are supported It generates only Excel document It is a command line utility (I do love UI…) So, today, I released my own document generator. It can generate Excel or Word document and provide some options to select what you want to see in the generated documentation. Read the documentation on CodePlex for more information about options. As usual, CodePlex link , don’t foget to rate it if you like it, you can support me by making a donation on PayPal. Please prefer CodePlex discussion to ask question, report bug