No craftsman can work without a good set of tools. This is an overview of my tools:
A sitemap Designer
Having a simple and clean site map is one of the most important properties of a good organisation. Using the sitemap designer is a must. Together with Dynamics 365, Microsoft has launched an easy to use designer. Want to learn more? Than read the blogpost “First look at Sitemap Designer” by SMS Management & Technology.
A trial environment
Ever wanted to try out new features, but afraid of breaking your own environment? Then request a free managed trial solution from Microsoft (it’s free, I promise!). Just click on “Managed trials“.
A view converter
You just created a personal view which consists of several “AND/OR”-groupings and looped through several entities, but noticed this should have been a system view *Argh*! No worries, by using the managed solution from Natraj Yegnaraman or “Dreaming in CRM”, you can safely promote a personal view to a system view.
A cloning device
Can’t get enough of one record? You want more of the same? Then just clone those records! I have not just the following tool yet, but it looks promising as it allows you to configure and clone records in Dynamics with just a few clicks. Apart from the main record you can clone associated relationships as well (1:N) and (N:N). No customizations needed set up cloning. All in few clicks. Read more on Debajit’s blogpost.
An extension on your workflow possibilities