CRM Customization Helper V0.2

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Downloads: 15
Change Set: 8020
Released: Dec 5, 2011
Updated: Dec 5, 2011 by MichaelFahim
Dev status: Beta Help Icon

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Application CRM Customization Helper V0.2
application, 902K, uploaded Dec 5, 2011 - 15 downloads

Release Notes

This handles creation of all types of Attributes and of course Entities.

The package includes:
1. Application binaries
2. Excel template: use this to create new excel sheets that are parse-able by the tool.

Known issue:
Not tested with Existing OptionSet attributes.

Steps to use:
1. Double-click the excel template, this will create a new sheet
2. Type in all the entities/attributes that you want, save and close the sheet.
3. Launch the Tool (.exe)
4. Connect to CRM (same as plugin registration tool)
5. Click Load excel button, and select the excel file you just created step 1 and 2
6. click update CRM button, this will post all entities/attributes to CRM metadata store.

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