Category: XRM Tools

Business Unit Hierarchy – My First XrmToolBox Plugin

~ Phani Rajasekhar ~ 8 Comments

I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now.

Thanks to Nishant Rana for giving me an idea to develop this.

This plugin is simple but very useful. Most of the times we navigate to so many windows to understand the BU hierarchy in our organization (I faced this situation many times) but with this plugin it is very easy to get the complete overview of BU Hierarchy. I plotted the BU Hierarchy in tree view presentation which is easy to understand for any user.

Here are list of steps to use this plugin

  1. Install “Business Unit Hierarchy” plugin from XrmToolBox Plugins Store.
  2. Connect to your organization.
  3. Open the plugin and click on “Load Business Unit Hierarchy” button.

That’s it, Business Units of your organization will be loaded in a hierarchical structure like in the above screenshot. The BU’s that are loaded in red color are disabled ones. Select any BU to see all the Users and Teams under this.

Hope it helps to everyone and saves time to understand the BU Hierarchy.

Please leave your feedback and rating on this plugin in the below link https://www.xrmtoolbox.com/plugins/XrmTools.BusinessUnitHierarchy

Advertisement

All about XRM.Tools

~ Phani Rajasekhar ~ Leave a comment

Today while exploring new stuff, I found very interesting tool for developers which is called XRM.Tools. I would like to share this with all of you. It provides a set of tools which gives you overall picture on particular things like Security Roles, Business Rules, Server Trigger and etc. The main advantage with this tool is, no need to download or install unlike XRM ToolBox (everything in cloud)

Available Tools under XRM.Tools

  1. Business Rule Explorer
  2. Security Role Explorer
  3. Server Trigger Explorer
  4. Access Token Generator
  5. Web API Builder
  6. Auto Number Creator
  7. Record Counts
  8. Azure Region Check

I would recommend everyone to go through this link where David Yack explained everything about how to use this tool.

Note: As a developer, you have a chance to build and contribute a new tool.

View Designer plugin in XrmToolBox

~ Phani Rajasekhar ~ Leave a comment

In one of my previous post I explained how to apply “OR” condition for the filters that are split between the two entities, however, these type of conditions were not possible to apply for views in MS CRM. But, now we have a new plugin called “ViewDesigner” introduced in our favorite XrmToolBox where you can apply whatever filter you want to the existing views in CRM.  Here is the link to know full advantages and usage of this plugin.

https://stoneridgesoftware.com/going-beyond-advanced-find-views-and-xrmtoolbox-view-designer-fetchxml-builder/

Hope it makes easier the developer effort !!!