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Document CRM form customisations automatically

Tue, 11/25/2008 - 16:25 |  Robert MacLean

I haven’t worked with MSCRM for a few months, but I still follow the news and today there was something worth acknowledging. Jim Daly released a tool which creates a Word 2007 Document detailing the configuration of all customisable Microsoft CRM 4.0 forms, including tabs, sections and details about each field. This document can be used for planning of form customisations or documenting the current state of form customisations. Ah how I wish I had this for some projects!

You can download it for free MSDN Code Gallery!

Thanks Jim Glass for heads-up.

image

What the documentation looks like for an appointment form.

Tags: MSCRM

Thanks Just downloaded it.

Submitted by Christopher on Thu, 11/27/2008 - 14:08.
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Thanks Just downloaded it.

CRM Authentication issues

Submitted by Christopher on Wed, 11/26/2008 - 09:28.
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I don't really understand but why when i installed CRM 4.0, it just couldn't let me log in, would you have some installation or post-installation procedures that i could make use of? Thanks.

The normal reason is that

Submitted by Robert MacLean on Thu, 11/27/2008 - 09:34.
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The normal reason is that when you install MSCRM, only the account that runs the install has access initially. You have to manually add every other user. The best guide for installation and post-installation is: https://partner.microsoft.com/40052422

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Submitted by Document CRM form customisations automatically | SADev.co.za on Tue, 11/25/2008 - 19:15.
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