I ususally discover these utilities myself when — in need of altering the behavior of the CRM user interface — I discover how complicated the old ribbon XML really is. Daunting as it may look at first glance, there is a tool that makes it simple to significantly alter the system functionality in extremely beneficial ways, as you may need for your particular business process. I’ll track here, a summary listing of all those CRM 2013 Utilities that we at CRM Philly have used, and found to be most beneficial and user friendly.
The Ribbon Workbench for CRM 2013 is a hugely helpful utility, and thanks to Develop 1 Limited, its available to us all, free of charge, for our XML editing pleasure.
Here’s one application where you may need to unhide a Command Button in CRM 2013, in a blog article written by the utility’s author’s. And here’s another example, by CRM MVP Gareth Tucker, on how to change the sub-grid experience to “Add New,” instead of the default “Add Existing” behavior.
Again, this functionality is hugely useful, when you just need a minor change to avoid pointing fingers saying your CRM application can’t do what we need it to do.