Tried and True CRM 2013 Utilities

CRM 2013 Utilities and You

Plenty of Free CRM 2013 Utilities Perform Valuable Functions

The technological challenges surrounding deploying, implementing, developing, and maintaining a Microsoft Dynamics CRM 2013 system are wide and varied.  You need the server guys, the business analysts, the executive sponsors, the consultants, the developers, etc. (lest we forget our esteemed project managers).  All-in-all, a successful implementation is usually a team effort.  That leaves a lone business owner wondering sometimes, is this a beast I can tame on my own?  What if I need to change the functionality of the system in some small way that requires some JavaScript code or a custom plug-in?  What if I really don’t want that button on the Command Bar.  What if I need to change the navigation?  Well, the good news is that there’s hope for you non-programmers out there.  CRM is a system used by millions of users, and there are some ingenious and altruistic CRM-philes that love to develop useful applications, that do some of the down-and-dirty customizations you need, without so much as a line of C# code.

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.

Ribbon Workbench 2013

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.

January 11, 2014 In: CRM 2013, Utilities Comments (None)

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