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Copyright © by David Vidmar
 
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There are lots of useful Dynamics CRM tools out there, but I haven’t found any central list to list them all. So, here it is - a list of free tools that come handy when developing or just using Microsoft Dynamics CRM 4.0.

Currently, there are 20 tools listed.

If you know or develop a tool that is not listed, please let me know, I would love to add it to my list!

 

Another similar list is at proMX Microsoft Technology Blog.

 

Updates:

April 2011 – MSCRM4 ToolBox (added)

 

Microsoft

CRM Plugin Registration Tool 

This is a must have if you use or develop add-ins. Without this tool registration is almost impossible. It comes with source code which can be super useful if you are creating a setup for your add-in which also takes case of registering. There is also some sample code available.

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Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0)

This is little know tool that has some interesting features that are useful when preparing for CRM presentations and also for development. Features include: Generate Data, Change the Dates and/or Times for Data, Create Dependent Picklists, Generate E-Mails, Set Icons for Entities, Change the CRM Navigation Pane, Replace Strings in CRM.

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CrmDiagTool4 for Microsoft CRM 4.0

This tool makes starting tracing and turning on DevError for CRM really easy. You don’t need to manually edit web.config files, do it by clicking a button.

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Customization Comparison Utility 

This utility will do side-by-side comparison between two cusomization.xml files. Useful for documenting changes, spotting bugs and much more. Same thing can be done using WinMerge or similar tool, but Customization Comparison Utility “understands” the xml and groups different kinds of customizations.

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CRM 4 Deployment Job Editor

This utility will assist you in editing organization maintenance jobs in CRM 4.0. There are two types of these jobs in CRM 4.0; deletion service and re-indexing service. Out of the box you cannot modify the schedule or set the next run time, but using this utility you can re-configure the jobs. For tips hover over the "Base Time" input box and the "Job Next Run" input box to reveal a tooltip explanation.

This utility must be run a CRM server.

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Configuration Data Utility

Lets you easily export and import data from custom entities.

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Microsoft Dynamics CRM Internet Facing Deployment Configuration Tool

Helps you configure Internet Facing Deployment stuff. Be sure to read the manual, there is a gotcha – you should copy this tool to CRM folder and run it from there!

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Stunnware

As one of the most important Dynamics CRM resources on the web Stunnware offers many commercial tools.

Stunnware Tools for Microsoft Dynamics CRM 4.0

Stunnware tools are a compilation of different tools that plug into common UI. Some of the modules are free, most are not.

The Community Edition: It's free and contains the Metadata Viewer, FetchXml Wizard and Excel Export.

The Professional Edition: A subscription-based version with access to all tools of the Community Edition plus the Code Generator for C# and VB.NET, the CRM Help File Generator, additional features of the FetchXml wizard and the Customization Comparer.

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CRM Trace Log Viewer

Simple but very useful tool that lets you filter and resolve users in Dynamics CRM trace files.

 

Patrick Verbeeten

Patrick has a nice collection of tools, I didn’t include all of them in this list, so be sure to check his site.

Microsoft CRM 4.0 Developers Tool

This tool is an entity browser which allows you to browser all the entities, their attributes and available SDK messages. Also duple as a plugin registration tool.

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CRM 4.0 Sitemap & ISV.Config Editor aka CRM Xml Editor

Probably easiest (but not easy!) way to edit sitemap and ISV.config files. Automatically downloads, checks and save changes.

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Event Listener

If you’re developing add-ins and struggling with messages and steps, this tool will let you see what is going on. It registers all possible events that you specify with filters and shows details about triggered events..

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Tanguy Touzard

Tanguy has more tools than listed here. Check out his CRM blog or his tools only site.

View Layout Replicator

This tool lets you copy one view definition to other views of the same entity. Great time saver and really useful tool for any CRM developer.

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Isv.config Manager

Easy ISV.config manger that let’s you edit content in a tree, not by using XML file.

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Form JavaScript Manager

If you do lots of JavaScript customizations, you know the editing of script is not easy within CRM. Form Javascript Manager is one way of solving those issue. It helps you with export/edit/import cycle of editing.

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Ronny Van der Snickt

MS CRM Javascript Intellisense Generator

This tool will generate .js files for all entities. If you edit your JavaScript in Visual Studio, the editor can use this file for autocomplete.

Similar tools is also available to owners of book CRM as a Rapid Development Platform.

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Scott Sewell, CustomerEffective

Microsoft Dynamics CRM 4.0 Documentation Generator

Generates Excel file with all the details about your CRM organization. Great tools for documenting customizations. It lists Forms, Picklist values and Scripts for entities.

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Daniel Halan

CRM Configuration Manager

Very powerful tool. Another take on making import/export process easier with lots of bells and whistles. Also has command line interface which you can use in build scripts and other automatic processes.

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Orbit One

Bulk Update and Export tool

Simple Import/Export for CRM Data. Since Rollup 9 this tool is not needed as exported data contains ID values and CRM lets you "enrich” data when importing.

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thembronics.com (Treasure Baloyi)

MSCRM4 ToolBox

Great set of time saving tools. Portable and plugable so you can use just what you need.

The tool includes:

  • Security Role Manager that lets you assign/remove to more than one user at once.
  • Roles Export / Import utility that lets you export and import roles.
  • ERC Generator that will generate relationship diagram from the entities.
  • Bulk Data Deleter utility that will help you delete records at large.
  • Attribute Usage Analyzer which is very usefull if you are not sure if you can remove the attribute. Just find where it is used (forms, workflows, js, cs,..)
  • Attribute Updater that will let you mass update attributes.

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Posted on Thursday, May 06, 2010 12:38 AM | Filed under: MS Dynamics CRM |

Feedback

# re: Ultimate Dynamics CRM Tools List 5/9/2010 7:03 PM Anne Stanton
AWESOME! Nice job

You might add the Demo Tool kit :)

# re: Ultimate Dynamics CRM Tools List 5/9/2010 10:13 PM David
Anne, Thanks for your comment. Can you be little bit more precise? Are you talking abount CRM Demo VPC or something else?

# re: Ultimate Dynamics CRM Tools List 5/14/2010 5:18 PM Naveed Saqib
Very impressive list of tools. I will try each of them. Thanks

# re: Ultimate Dynamics CRM Tools List 5/22/2010 3:17 PM decatec
Fantastic list of Dynamics CRM tools !!

# XrmVisioER: CRM/xRM ER Diagram Generator 6/29/2010 5:50 PM Vladislav Osmanov
Great list!

David, you have to check this tool too: XrmVisioER: CRM/xRM ER Diagram Generator

http://www.thuta.info/2009/11/xrmvisioer-crmxrm-er-diagram-generator.html

# re: Ultimate Dynamics CRM Tools List 6/29/2010 7:03 PM David Berry
Dave,

With your site down last week and yesterday, I didn't know whether you were still around or what. Anyway, I posted your list up at http://crmentropy.blogspot.com/p/ultimate-dynamics-crm-tools-list.html (to serve as a mirror). Where it goes from there is up to you.

-Dave



# re: Ultimate Dynamics CRM Tools List 7/3/2010 12:04 AM Leo Lopes @ L3
Amazing! Keep up, please!

# re: Ultimate Dynamics CRM Tools List 7/3/2010 11:30 PM David
David,

The site was down due to some technical issues, but I was out of town. I'm back and so is my site.

# re: Ultimate Dynamics CRM Tools List 7/4/2010 5:08 AM David Berry
I'm glad to hear all is well. I drop my mirror, then.

# re: Ultimate Dynamics CRM Tools List 7/4/2010 8:48 AM David
Tnx, David. I respect that.

# re: Ultimate Dynamics CRM Tools List 7/6/2010 9:51 AM Sebastiaan Klaver
It's not a tool actually but i think this website should be on the list ;-)

It's an XML-Generator for picklist values in MSCRM...

http://www.beatnik.at/picklist_for_mscrm.php

# re: Ultimate Dynamics CRM Tools List 7/6/2010 2:18 PM Sandor aka friendlycrmonster
tnx, nice post!

# re: Ultimate Dynamics CRM Tools List 7/6/2010 5:55 PM pabloperalta
Excellent idea! Great Great help!!
thanks

# re: Ultimate Dynamics CRM Tools List 8/20/2010 8:07 AM Sven Latzel
I've written a similar article with MS CRM tools, too. You can find a lot from the list here and some others. I'll link to your article and hope you do the same ;-)

http://promx.wordpress.com/category/tools/

# re: Ultimate Dynamics CRM Tools List 9/10/2010 10:24 AM MathAdor
Thanks it's a great job !
What about sort tools by server side / client side or both ?

# re: Ultimate Dynamics CRM Tools List 10/12/2010 9:07 AM Treasure Baloyi
More tools can be found from http://thembronics.com.

My current framework contains the following tools

1. Bulk Data Deleter which allows to do quick bulk deletes of CRM data.

2. Roles Utility which allows you to export and import roles from any business unit in a given CRM tenant.

There is a number of tools that I will be adding to the framework in the next coming weeks, so keep checking the site or add it to yoru feeds.

# re: Ultimate Dynamics CRM Tools List 10/18/2010 11:20 PM Treasure Baloyi
The following MSCRM 4 Tools are now available from http://thembronics.com/

1. Bulk Attribute Updater(Performs bulk deletes of attributes or perofrms bulk updates of the searchable and required level properties of a set of attributes)

2. Bulk Data Deleter (Deletes data)

3. Crm Attribute Usage Analyzer (Analyzes a given attribute's usage within CRM and produces and excel file wth the results of the analysis. This is very useful if you want to find out attributes that are not used in your CRM environmet)

4. ERD Generator (Generates a Microsoft Visio Entity Relationship Diagram of the selected entities in CRM)

5. Attribute Code Usage Analyzer (receives an input file generated by the CRM Usage Analyzer utility and further checks if the attributes in the input file are referenced in code files)

6. Roles Import/Export Utility (Exports roles from multiple business units in a given organisation. It also supports importing the exported roles to multiple business units in an other organisation)

All these tools are free and are available as one download.

# re: Ultimate Dynamics CRM Tools List 11/17/2010 9:42 PM Treasure Baloyi
Version 0.8.0.0 is now available. This version contains a new tool for assigning/removing security privileges to more than one security role at a given time. It also exposes hidden privileges in MSCRM 4.

# re: Ultimate Dynamics CRM Tools List 3/15/2011 12:20 AM Hosk
fantastic list of tools.

I hope there will be a list of tools as good as this for CRM 2011

# re: Ultimate Dynamics CRM Tools List [CRM] 7/25/2011 9:26 AM Dan
Thanks for the compilation!

# re: Ultimate Dynamics CRM Tools List [CRM] 12/12/2011 1:49 PM Christian
Should the tool also work with CRM 2011? I have tried it and it failed.

Regards
Christian

Comments have been closed on this topic.