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CRM 4.0 E-mail access type bulk setting tool

Microsoft Dynamics CRM 4.0 doesn't provide a tool for CRM User's email access type bulk setting. So I write this application to helping CRM Administrators for this purpose.

1. Launch the application, type in the following information:
CRM Server(the CRM discover server address): e.g http://localhost:5555
Organisation(the Organisation's name, not Friendly name): e.g AdventureWorksCycle
SQL Server: e.g localhost
Database: e.g AdventureWorksCycle_MSCRM
CRM User: e.g CRMAdmin
CRM User's Password

2. Click the 'Load' button, it will list all enabled CRM users whom belonging to this organisation with their email settings.

3. Select users your want to modify, then select Incoming E-mail and Outgoing E-mail setting from the picklist. If you don't want to change both of those, then just select blank in the picklist.

4. Click the 'Update' button, it will update user settings you selected.

Enjoy it!

Jim Wang @ July 2008

Enable Mail Merge function for custom entities

CRM 4.0 has a great function which provides the Mail Merge function for custom entities.
However, it only seems to work for those entities you created in CRM 4.0, it doesn't work for entities which upgraded from CRM 3.0.

There's a new flag in CRM 4.0 customizations.xml, calls: IsMailMergeEnabled which wasn't exist on CRM 3.0 customizations.xml. When we upgrade CRM from 3.0 to 4.0, it's supposed to be upgraded as well, but it doesn't.

I write a small command tool to do so, how to use the tool?
1. Export all entities from CRM 4.0, we may just call it: customizations.xml

2. Run the command line tool:
CrmTool.exe customizations.xml

3. What it does just loop all custom entities, and add the flag onto it. It saves time if you had lots of custom entities just as I do.

Enjoy it!

Jim Wang @ March 2008
Last edited Jul 20 2008 at 1:14 PM  by JimWang, version 10
varunbhat wrote  Dec 9 2010 at 4:26 AM  
The email access type bulk edit tool is exactly what I needed! Thanks a lot, Jim :)

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