Dynamics CRM 3.0: Customizing Security Roles

Posted on July 19th, 2006 mitch  Print No comments

If you've ever spent any time creating or changing security roles, you know that it can get a little bit on the tedious side because you must click on each of the security role icons until it cycles to the properly security level.

The following figure shows the default security roles for the CEO:

There is a poorly documented feature that should save you time should you need to make many changes to a role.

If you double-click the column title, it will toogle the rights for the entire column.

Likewise, if you double-click the row title, it will toggle the rights for the entire row.

Note: Actually, if you ever thought to hover your mouse cursor over either the row or column titles, a tool-tip would have popped up informing you of the fact.

Customization, Dynamics CRM

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Dynamics CRM 3.0: Generating your own Export XML

Posted on July 19th, 2006 mitch  Print No comments

If you ever need to manually or programmatically generate XML that will be Imported back into CRM, you need to make sure that you do not accidentally insert any literal strings that will cause the XML interpreter problems reading the file.

Here is a list of characters that must be "escaped" to prevent problems:

"<"  needs to be written as:  & lt;

">"  needs to be written as:  & gt;

"&"  needs to be written as:  & amp;

Note: There should not be a space between the ampersand and the remaining values following 'needs to be written as:'  My blog engine is interpreting them as codes if I put them together.

Customization, Dynamics CRM

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I need an opinion on a new utility: Creating picklist options

Posted on July 19th, 2006 mitch  Print 1 comment

I'm doing a CRM 3.0 installation for a small company and they have some Classification attributes  that help them describe there membership ( Accounts ).

One of the Classifications has 63 options and rather than entering those one by one, or cutting and pasting the data into the XML file, I wrote a little utility that will generate the XML for me:

I just paste this into the exported Entity XML file and re-import it. 

The user interface is rather rough at the moment but it does the job. 

So, I'm looking for opinions on its usefulness.  If you think you can use such a tool, add a comment on this post or drop me an email. Depending upon the response rate, I'll move it up or down on my development priority list.

Thanks, Mitch

Customization, Dynamics CRM

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