Helpful CRM tools increase productivity and technical knowledge


There are a number of helpful tools available on Codeplex and within the CRM community that really improve the productivity of a CRM Functional Consultant. Not only do they improve your ability to deliver requirements, they also provide a unique way to gain some insight to more technical skills in a non-intimidating way. If you are not currently leveraging what these tools can offer, try them out and see how they can help your productivity!

CRM 2011 Visual Ribbon Editor

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Once this tool is used, here’s a learning opportunity…open the solution where your ribbon is kept in Visual Studio and look at the ribbondiffxml for the selected entity. See how the tool updated information that you entered to better understand the “under the hood” of CRM 2011 customization.

CRM 2011 Sitemap Editor

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This helpful tool streamlines the process to customizing the sitemap based on our client’s requirements. It also provides an insight to how the sitemap is structured. This information can be invaluable to the functional CRM consultant.

Sitemap and ribbon customizations can be a challenge without these handy tools if you are not familiar with Visual Studio, the sitemap or how to update the ribbondiffxml without confidence. I have found these tools to be helpful in not only streamlining the customization process, but demystifying the underlying components and increasing my understanding of some of the technical underpinnings of Dynamics CRM 2011.

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Author: crmhobbit

The CRMhobbit (Shawn Tabor) is a Microsoft Business Solutions MVP and a Sr. Solutions Architect. He has experience implementing Dynamics 365 for Customer Engagement across various vertical industries including Financial Services, Manufacturing, Public Sector and Sports & Entertainment. Shawn specializes in the Dynamics 365 for Field Service, Project Service Automation and LinkedIn Sales Navigator solutions. The purpose of his blog is to share his knowledge, experience and thoughts regarding CRM in the hopes of benefiting those in the CRM community. If anything on this blog has helped you, please comment or rate the posts. Thank you!

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