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Release: Utility to generate picklist options for Dynamics CRM 3.0
Last month I mentioned that I had created a small utility the generate the XML code required to populate a CRM 3.0 picklist.
I decided to go ahead and release it, as is. Here is a screen shot:
Here is how it works:
- In the text box on the left ( Source ), enter your Picklist Options. One per line
- Picklist options are generally numbered sequentially starting with 1. If you need your list to start with a different number, change the Starting Option Count to reflect that number.
- Click the Generate button to generate the XML.
Its formatted funny due to the XML CRM requirements, so don't change anything. - Click the Copy to Clipboard button to copy the contents of the Destination text box to the clipboard.
- Launch WordPad and open the Customizations exported from CRM.
- Locate your picklist and replace the Options with the code generated by this utility.
( just highlight it and select Edit, Paste ) - Save your customization file.
- Import into CRM and Publish Customizations.
That's it.
Requirements:
- .NET 1.1 runtime.
Installation Process:
- Unzip the CRMGenOptions.zip file.
- Double-click on CRMGenOptions.exe to run.
Download it here.
If you run into any issues, please let me know. As I mentioned in an earlier post, this functionality will be built into another utility that I'm creating to assist CRM Customizers.
Additional Info
A week or so ago, Kjell-Sverre Jerijærvi mentioned the possibility of using Excel to generate Picklist Option XML. Well, I tried it this morning and found that Excel generated so much extra "stuff" that it would have been useless to import it into CRM.
Not being an Excel expert, I'm hoping that Kjell will give it a try and if successful, post a sample that we can all use.
Customization, Dynamics CRM
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Loading ...10 responses to “Release: Utility to generate picklist options for Dynamics CRM 3.0”
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Mitch Milam’s Microsoft Discussions » Blog Archive » More on CRM 3.0 Picklist Options August 28th, 2006 at 17:09
[...] Update to the article I posted Saturday regarding a utility I released to edit CRM 3.0 Picklist options. [...]
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Hi,
I developed a browserbased approach:
http://www.beatnik.at/picklist_for_mscrm3.php
we just recently launched a project with loads of picklists involved – this tool was quite handy.feel free to use it at your own risk. liability hereby disclaimed. feedback appreciated.
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mario -
East Region Microsoft CRM : Utility to generate picklist options for Dynamics CRM 3.0 September 25th, 2007 at 13:24
[...] Release: Utility to generate picklist options for Dynamics CRM 3.0 Published Tuesday, September 25, 2007 3:24 PM by Ben Vollmer Filed under: Flat Out Geek, ISV News [...]
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Utility to generate picklist options for Dynamics CRM 3.0 - Noticias externas September 25th, 2007 at 14:06
[...] Utility to generate picklist options for Dynamics CRM 3.0 [...]
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MSDN Blog Postings » Utility to generate picklist options for Dynamics CRM 3.0 September 25th, 2007 at 15:20
[...] Utility to generate picklist options for Dynamics CRM 3.0 [...]
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[...] http://blogs.infinite-x.net/2006/08/26/release-utility-to-generate-picklist-options-for-dynamics-crm-30/ [...]
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Great utility. Had to create a 200 item picklist from an existing document. Saved huge quantities of time. thanks.
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i updated my browserbased version, you can find it here: http://marioraunig.blogspot.com/2008/03/crm-picklist-generator-is-1year-and-40.html
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MS CRM 4.0 velocizzare la traduzione delle labels e delle pick lists « Marcello Tonarelli Blog June 9th, 2008 at 02:07
[...] Applicazione desktop per la generazione di picklist http://blogs.infinite-x.net/2006/08/26/release-utility-to-generate-picklist-options-for-dynamics-crm... [...]
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Reducing the Pain of setting up Pick Lists - TIDBITS on Microsoft Dynamics CRM February 24th, 2010 at 11:14
[...] 4) and back in the 3.0 Days http://blogs.infinite-x.net/2006/08/26/release-utility-to-generate-picklist-options-for-dynamics-crm… ; [...]
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