This small CRM 4.0 Add-In enables developers to easily keep track of customizations on their system.
Support:This Add-In is not officially supported by Microsoft
however it is built using supported techniques and it is compliant with the CRM 4.0 ISV Certification Guidelines. The use of this Add-In will
not place the user's system in an unsupported state. Questions regarding this Add-In can be posted in the Issue Tracker or you can email philipri@microsoft.com.
Requirements:
- CRM 4.0 On-Premise Server. This Add-In makes use of Plugins which are currently not available in CRM Online. For Partner Hosted customers you should contact your hosting company who can configure this add-in on your behalf.
- The client which runs the configuration exe must have .NET Framework 3.5 installed. This machine does not need to be the CRM server. It can be any windows client which can connect to the CRM Server using integrated windows authentication.
Components:
- Entity Provisioning: Using the Metadata API a new entity (Customization Version) is added to the system.
- Icon Provisioning: Adding new icons with the OrganizationUI object.
- SiteMap Configuration: Adds the Customization Version to the Settings Area of your SiteMap.
- Plugin Registration: A plugin is added to attach the current customization XML to the Customization Version entity (each time one is created).
- Configuration App: A small Console Application which runs the above components and remotely configures your CRM system with the Add-In.
Install:
- Download the zipped exe and run this on your desktop computer. It is a simple Console Application which will not leave behind any files.
- Enter your CRM Server and Organization information when prompted.
How to use:
- Create a new Customization Version record.
- Hit Save. The plugin will now run and attach the latest customizations.zip file to this Customization Version record.
- Additionally the plugin will fire anytime you Publish or Publish All. It will automatically create a new Version and name it appropriately.
Source Code:Source code has been provided for the Configurator (Framework 3.5) and the Plugin (Framework 3.0). Both are compiled with CLR 2.0 of course. The provided project was created with Visual Studio 2008.
Old Version:Information regarding the previous version of this add-in (for CRM 3.0) can be found
here. The old version is no longer available for download.