Sonoma Partners Microsoft CRM and Salesforce Blog

Takeaways From The 2012 CRMUG Summit In Seattle

Today's guest blogger is Jacob Cynamon-Murphy, a Technical Specialist at Sonoma Partners

At the CRM UG Summit last week in Seattle, I led a training session for the CRMUG Academy, entitled CRM Administration for the Part-Time Administrator. In this session, our goal was to get new admins up-to-speed on key techniques and tools to make their lives easier and get common tasks done efficiently and accurately. Over the course of the session, we discussed several resources that I wanted to be sure to share with everyone in the community, whether or not you made it to the session. If you have any tools or resources that you recommend, I encourage you to add them in the comments below.

  • Site Map
    • Tanguy's Site Map Editor - my site map editor of choice. It's fast and easy, with no server-side components.
    • Microsoft Dynamics CRM SiteMap Editor - another viable option. This one is a managed solution, so you can edit your sitemap from within the configuration page of the solution in CRM, without needing a client application.
  • CRM Ribbons
    • CRM 2011 Visual Ribbon Editor - I love that this app shows me a visual preview of the ribbon... as I edit it. With auto-complete for web resources, like icons and JavaScript files, I find this an indispensible tool in my CRM customizing arsenal.
    • Microsoft Ribbon User Experience Guidelines - this is a bit of a heady document, but has some good nuggets if you will be actively enhancing your native CRM ribbon.
  • Views
  • Workflows
    • CRM Manipulation Library - Carlton Colter wrote a library of workflow activities that you can deploy to your CRM environment. This package requires some familiarity with the CRM SDK Plugin Registration Tool. If there is sufficient interest, I can build this as a managed solution for you - just let me know.
  • Activity Feeds
  • Mobile Access
    • CWR Mobility Trial - if you're looking for something more robust than the Microsoft Dynamics CRM Mobile Express, I recommend checking out CWR Mobile. It's great starting point if you need to enable a few users with a mobile, online/offline capability. If you have any questions about CWR Mobility, let me know - I'm a certified CWR Mobility Specialist ;-)
  • Troubleshooting
    • Fiddler - hands down, the best web traffic tool I have used. It's easy to get started and powerful as you familiarize yourself with its features.
    • CRM 2011 Diagnostics Tool - Another great tool from Tanguy Toussard. He's updated the CRM 4.0 diagnostics tool and enhanced it with some new capabilities.
    • CRM Trace Log Viewer - it was built for CRM 4.0, but the trace logs have the same format, so it works just as well when things go wrong in CRM 2011. The download button is in the top-left of the page; if you find the product useful, consider donating a few bucks to StunnWare.
  • Performance Tuning
Topics: Microsoft Dynamics CRM