Found this remarkable post, a power point presentation for the CRM 2011 Walkthrough, that takes you through UI customizations options, Solution Management, Web Resources, Processes (Workflows, Dialogs), Custom Activities, Queue Enhancements, Multiple Forms per entity, Security features, Cloud Services, Upgrading from CRM 4.0, and What's not there in CRM 2011 by Jukka Niiranen.
There are many more useful CRM Tools & Utilities for CRM 2011, and these are freeware or open source utilities. You may test them in your development & see if it will meet your needs. The list is also available in Excel file which you can download here
- References & Reading Materials
- Extensibility, Enhancement, and Integration
- Troubleshooting and Debugging
- Development Helpers
- Deployment Helpers
- Maintenance and Performance
- Documentation Generation
- ISV Helpers
- Free Solutions
There are many more useful CRM Tools & Utilities for CRM 2011, and these are freeware or open source utilities. You may test them in your development & see if it will meet your needs. The list is also available in Excel file which you can download here
| Name: | Category: | Short description: | Type: |
Slider Form Control | Form Controls | Slider control for use in forms | Managed Solution |
| Star Rating Control | Form Controls | Star rating control for use in forms | Managed Solution |
| Silverlight CRM Image Attachment | Form Controls | Provides a simple way to add a changable image to a CRM 2011 form/entity. The image is stored in the notes, leveragin core CRM. | Silverlight App |
| CRM 2011 Lookup Preview | Form Controls | Control that shows the preview of selected lookup record | Managed Solution |
| CRM2011 TreeView for Lookup | Form Controls | Will enable users to use TreeView control to select Lookup data where Lookup is having Self Joined (e.g. account entity having Parent Account) | Managed Solution |
| CRM2011 TreeView for Dependant Picklist | Form Controls | Enables Users to use Dependent Picklist data in TreeView form. Having data displayed in TreeView form makes data selection easier and faster | Managed Solution |
| File upload control – MS CRM 2011 | Form Controls | MS CRM 2011, adding a custom control for File Uploading purpose inside the forms, by using the features of MS CRM itself. | JavaScript |
| MS CRM Rich Text box | Form Controls | This plug-in gives you the feature of adding Rich text box in MS CRM 2011 forms without using any server side HTML or JS or Aspx page. | JavaScript |
| CRM2011 User Settings Utility | Form Controls | Update user settings for multiple users from one location. | Desktop App |
| Related records explorer | Form Controls | Silverlight tree control to see the related records(upto any level) of current opened record in form. The entities and the relationships to display is configurable. | Managed Solution |
| MS CRM 2011 Twitter Integration | Form Controls | Display recent 10 twits related to customer in MS CRM 2011. | Web Resource |
| LINQPad Plugin for Microsoft Dynamics CRM 2011 | General Development | Helps write and execute LINQ queries | Desktop App |
| CRM 2011 OData Query Designer | General Development | Silverlight app that allows you to build OData queries and execute them and view the ATOM and JSON data returned. | Managed Solution |
| Connection Controls | General Development | Connection Controls for Microsoft Dynamics CRM 2011 makes it easier for developer to implement discovery and authentication mechanism in their winform project | VS library |
| CRM2011 Code Snippets | General Development | A set of JavaScript and C# code snippets to facilitate common Microsoft Dynamics CRM 2011 development for Visual Studio 2010. | JavaScript and C# snippets |
| Developer Toolkit | General Development | Enables integration with Visual Studio and is focused on accelerating the development of custom code Solution components. Included in the SDK. | VS addin |
| Bulk Delete CRM Attributes | General Development | self-explanatory | Desktop App |
| BingMaps Browser | Integration | Bing Maps Silverlight control for Microsoft Dynamics CRM 2011 | Managed Solution |
| Skype Connector for CRM 2011 | Integration | Allow you to communicate via Skype (outbound calls) directly from a CRM contact record | Managed Solution |
| InfoPath to CRM | Integration | Enables you to accept emailed InfoPath forms and convert them to entities | Managed and Unmanaged Solution |
| google maps viewer | Integration | Managed Solution for Dynamics CRM 2011 for embedding google maps in any address form | Managed Solution |
| Skype Connector for Dynamics CRM 2011 | Integration | Skype Connector for Dynamics CRM 2011 enables you to integrate inbound Skype calls with Dynamics CRM. Projects consists of two components: agent tray application & Solution for CRM 2011 (Unmanaged or managed). | Managed Solution and Desktop App |
| JavaScript Web Resource Manager | JavaScript Development | Helps CRM developers to extract javascript web resources to disk, maintain them and import changes back to CRM database | Desktop App |
| CRM 4 to CRM 2011 JavaScript Converter | JavaScript Development | Helps convert scripts to the latest CRM 2011 Form scripting model | Desktop App |
| MS CRM Javascript Intellisense Generator | JavaScript Development | Provide intellisense in Visual Studio for CRM scripting model | Visual Studio include file |
| Toggle visibility | JavaScript Development | Control visibility of controls, sections, tabs, navigation | JavaScript |
| Change color of form header and footer | JavaScript Development | self-explanatory | JavaScript and CSS |
| XrmServiceToolkit | JavaScript Development | JavaScript library for easier JS development. Enables you to execute REST, SOAP methods and other common functions needed | Managed and Unmanaged Solution |
| XrmSvcToolkit | JavaScript Development | XrmSvcToolkit is a small JavaScript library that helps you access Microsoft Dynamics CRM 2011 web service interfaces (SOAP and REST). | Managed and Unmanaged Solution |
| CRM 2011 JavaScript Model Generator | JavaScript Development | This tool will increase developer productivity as well as performance in regards to client-side scripting on CRM 2011 entity forms. | Console App |
| CRM 2011 Visual Studio Tools | JavaScript Development | The tool will listen to the Traffic and when it identifies a JavaScript WebResource file, it will exchange it with your local copy. So you can edit and test the Script directly after you saved the file on your harddrive. You can test the script inside CRM without the need of uploading it to CRM. | VS addin |
| CrmXpress Trace Helper | Maintanance & Administration | Helps you to enable/disable tracing for CRM components with few clicks. Also gives you the option to manage the trace files from within a single window. | Desktop App |
| Diagnostics Tool | Maintanance & Administration | Helps you enable trace and devErrors on CRM server. It also generates an HTML report file with information about the CRM deployment | Desktop App |
| CRM2011 Maintenance Job Editor | Maintanance & Administration | This utility is to be used for editing the CRM 2011 maintenance jobs which are automatically scheduled by the installation of CRM | Desktop App |
| CrmXpress OptionSet Manager | Maintanance & Administration | Tool to manage all your Option Sets in your CRM 2011 system. It lets you create new Option Sets, update Options in existing Option Sets and delete Options | Desktop App |
| Multiple Attachment Download Application | Maintanance & Administration | MS Dynamics CRM 4.0 & 2011 don’t have a way for Administrators to Export attachments from database to local machine. This Application allows you to do so | Desktop App |
| Role Updater | Maintanance & Administration | Add or remove privileges to multiple security roles in one operation | Desktop App |
| Count CRM users | Maintanance & Administration | Get a count of the number of users across all of your organizations | Desktop App |
| CRM 2011 Silverlight Web Resource for User Settings | Maintanance & Administration | This utility allows a User with certain permissions to Update User Settings such as DefaultCalendarView, PagingLimit and ShowGetStartedPage. | Managed Solution |
| Searchable Property Updater | Maintanance & Administration | Makes it easier to bulk change the "Active for advanced find" property of entities attributes | Desktop App |
| CRM2011 Duplicate Detection Toolkit | Maintanance & Administration | Contains a set of stored procedures that allow to obtain a list of duplicates that can then be consolidated in a report. | Stored procedures & report |
| CRM 2011 Bulk Disassociation of 1:N relationship records | Maintanance & Administration | CRM Solution which will allow User to remove child records from Parent Entity form and they need not go to individual child record form | Managed and Unmanaged Solution |
| Export Import User Views | Maintanance & Administration | Silverlight application for Exporting and Importing user views between different Microsoft Dynamics CRM 2011 environments | Managed Solution |
| Bulk refresh of user details from AD | Maintanance & Administration | Bulk update of user details from AD. Exposed as a ribbon button | JavaScript |
| CRM Powershell Management pack | Maintanance & Administration | Set of additional cmdlets to manage CRM system | Powershell Snap-in |
| Metablast | Modelling & Documentation | Runs through the CRM API to automatically generate a CSV file with all of the data fields for the entities that you specified. | Console App |
| XRMVisioER | Modelling & Documentation | Generates ER model in Visio based on your CRM metadata | Desktop App |
| CRM 2011 Visio add-in: Business Unit Org Chart | Modelling & Documentation | This Visio 2010 addin connects to CRM Server, fetches all business units in the organization and draws an org chart. | Visio add-in |
| Metadata Document Generator for Microsoft Dynamics CRM 2011 | Modelling & Documentation | Metadata Document Generator makes it easier for Dynamics CRM 2011 integrators to generate documentation about entities and attributes metadata. | Desktop App |
| CRM 2011 Metadata Browser | Modelling & Documentation | Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. Allows you to view metadata within CRM including Entities, Attributes and Relationships. Can export to Excel | Managed Solution |
| CRM 2011 ERD Designer | Modelling & Documentation | Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. Allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields. Supports printing. | Managed Solution |
| CrmXpress RunAs GUI | Other | Allows you to create profiles with username and password reducing time for testing with different users | Desktop App |
| Dynamics XRM Tools | Other | Toolset containing following utilities: Odata Query Designer, MetadataBrowser, Trace Tool, Statistics, CRM4 To CRM2011 JS Converter | Managed Solution |
| MSCRM 2011 – Send report in pdf format as attachment in email | Other | Send report in pdf format as attachment in email. The main idea for creating it as console application was the ability to run it with windows task scheduler on a timely basis. | Console App |
| Quickly Create Users in AD from CSV | Other | Creates Active Directory users from CSV list | powershell script |
| CRM 2011 Autonumbering Solution | Plugins | This is a Solution for crm 2011 for autonumbering the configurated entity. | Unmanaged Solution |
| CRM 2011 Plugin Testing Tools | Plugins | This Solution is meant to make unit testing of plugins in CRM 2011 a simpler and more efficient process. | Plugin and VS class |
| Plugin Registration Console Application | Plugins | You can now register your plugins and custom workflow activities from a command line, within Visual Studio from the post-build event or from a TFS Build post-build event. | Console App |
| Microsoft CRM PluginQuickDeploy | Plugins | This tool is made for speeding up your plugin development against Microsoft CRM 2011. | Console App |
| Advanced CRM 2011 Auto Number | Plugins | Advanced CRM 2011 Auto Number is the most advanced auto number Solution for CRM 2011 Online, On-Premise and Partner Hosted (IFD). | Managed Solution |
| Solution Import | Solution Management | Makes it to import a Solution Zip file or a extracted Solution folder to the server in one single operation | Desktop App |
| Dynamics CRM 2011 Versionhandler | Solution Management | Getting all you customizations under versioncontrol in TFS has never been more simple. Requires Team Explorer | Plugin |
| SiteMap Editor | UI customization | For editing sitemap | Desktop App |
| CRM 2011 Visual Ribbon Editor | UI customization | For editing ribbon, shows preview as well | Desktop App |
| View Layout Replicator | UI customization | Helps copying the layout of a view and pasting it to the layout of other views in the same entity | Desktop App |
| CRM 2011 Workflow Utilities | Workflows | Custom workflow activities for CRM 2011 for: Delete record, Share or “unshare” a record, Insert hyperlink to a CRM record, | Managed Solution |
| CRM Manipulation Library | Workflows | Set of custom workflow activities to solve equations, date calculations, manipulates strings, perform regex ) formatting & matching | Custom Workflow Activity |
| CRM2011 Views and Filters Toolkit | Workflows | custom workflow activities to help manage views, filters, filter templates and local data groups | Managed and Unmanaged Solution |
| CRM 2011 Distribute Workflow Activity | Workflows | This plugin allows to execute a workflow for each entity that has a 1:N or N:N relationship to a given entity | Managed and Unmanaged Solution |
| Workflow Automation | Workflows | Schedule worfklows via Task Scheduler | Console App |
| CRM 2011 Share Record Code Activity | Workflows | A simple custom workflow activity to share any record that can be shared or remove sharing to any record in CRM 2011. | Custom Workflow Activity |
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