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An application that creates a Word 2007 Document detailing the configuration of all customizable Microsoft CRM 4.0 forms, including tabs, sections and details about each field. This document can be used for planning of form customizations or documenting the current state of form customizations.

This solution requires Word 2007 and .NET Framework 3.5.

Microsoft CRM 4.0 Form Reporter uses the exported customizations.xml file. You must have a copy of this file to use the Form Reporter. For best results, the exported file should include all entities.


To use Microsoft CRM 4.0 Form Reporter:

  • Download these files:
    • Form Reporter MSI.zip
    • Installing and Using Form Reporter.docx
  • Review the Installing and Using Form Reporter.docx for information about how to get started.

To examine the solution:

  • Download these files:
    • Form Reporter Code.zip
    • Form Reporter Solution Description.docx
  • Review the Form Reporter Solution Description for basic information about the components of the solution.

Other Files:

  • Download these files:
    • Sample Output.docx - this is an example of the output. I have modified the output to include a table of contents.
    • customizations.xml - this is a sample of an exported Microsoft CRM 4.0 customizations file used to create Sample Output.docx.

Enhancements:

Enhanced Form Reporter

  • Ganapathy Venkatachalam has provided an enhanced version of the CRM form reporter.
    • This version includes a number of requested enhancements:
      • A Full list of attributes including the schema name
      • Information about entity Relationships. By default only custom relationships are included in the output but a checkbox in the UI allows for including all entity relationships.
      • A table showing any form events that have scripts and what dependencies are registered for those scripts.
  • This Enhanced Form Reporter.zip file contains three files:
    • Form Reporter Code
      • A Visual Studio 2008 project written in C# that uses a new XSL transform to get the different output document.
    • Sample Output.docx
      • A Word 2007 document showing the enhanced output
    • ToWordTransform.zip
      • The modified XSL document included in the Visual Studio project that creates the different output.

Form Reporter with JScript

  • Sean McNellis has provided an enhanced version of the CRM form reporter.
    • This version includes a number of requested enhancements:
      • The capability to include the text representing the form scripts for the form events
      • The capability to exclude entities that do not have code.
Last edited Apr 16 2011 at 7:17 PM  by Jim_Daly, version 7
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