CRM 2013 Tool – Sync Filter Manager

I (and everyone who uses Microsoft Dynamics CRM) subscribe to Tanguy Touzard’s excellent blog Dynamic CRM Tools .  For those of you who don’t know about Tanguy he is a CRM MVP and has created many many tools for Microsoft Dynamics CRM.

In fact when I think we  should get Tanguy to change his surname to TOOLzard

The best thing about Tanguy’s tool is it’s completely free and available on codeplex, click here to get it, it has the catchy name

Toolbox for Dynamics CRM 2011/2013

He has created a swiss army knife tool, which has all these tools/plugins inside it

Solution Transfer Tool
Access Checker
Attribute Bulk Updater
Audit Center
FetchXml Tester
Iconator
Metadata Document Generator
Privileges Discovery
Role Updater
Script Finder
SiteMap Editor
Solution Import
Easy Translator
View Layout Replicator
Web Resources Manager

but today people he has added another tool to the growing list and he calls it

The Magical Sync Filter Whizzbang Manager

well actually he didn’t call it that but I think if he did it would definitely make it sound more exciting, the real name is

Sync Filter Manager

Here is a picture of the tool

The next question you are asking yourself is what does it do and why is it good.  Well the tool allows you to globally manage users filters and this very useful because usually each user has to manage their own filters but in reality what this really means is a CRM person has to go to every laptop and setup and manage the filters which can take quite a lot of time and involve synchronizing schedules so people are in the office etc.

here is what the tool can do

With this tool, you can:

• List and delete System Synchronization filter: These filters applies to all users and users can’t change them.

• List, delete, define as default and apply Synchronization Filters Templates to users: These filters applies to users you choose and users can delete these filters if they want to. (Note: Although there can be multiple filters per entity listed in the Default Local Data Rules, CRM only allows one rule per entity to have the “Is Default” attribute set to “True” – Only Default Local Data Rules where the “Is Default” attribute is “True” will be copied to the selected user when a user is ‘created’ or ‘reset’)

• List, enable, disable and delete Users synchronization filters: They are the filters currently in use for users.

• List System views. You can also create a system rule or a rule template from a system view. It is also possible to update an existing system rule or rule template from a system view.

• List users: This action will replace all synchronization rules for the selected user(s) with the organization’s default local data rules. Any user-created rules will be removed.

 

If you have used Tanguy’s tools and it has helped you out then you can thank by giving him some money via paypal on his blog

http://mscrmtools.blogspot.co.uk/

 

 

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Microsoft Dynamics CRM 2013 Update Rollup 1 is available

It was released yesterday but I clearly was snoozing and wasn’t fully awake

go the link to go get it – http://support.microsoft.com/kb/2891271/en-us

When I went to the page there is a big button on the top with the words

HOTFIX DOWNLOAD AVAILABLE 

ahhh yes I thought, it’s release one I bet there are some important fixes in this release. On the page it does say there are are no manual hotfixes which is a good sign

At my recent Christmas do one of our Ciber consultants has done two projects using the CRM 2013 beta, now that really is living on the edge, so I’m sure those customers will be glad to see a new Rollup is available.

Below is a list of the issues resolved in this rollup

• Publishing a CRM report fails as the parent report already links to another report with same name.
• Invalid Argument when navigating to view with related entity lookup.
• The chart (for any other entity) does not display in Korean due to System.ArgumentException: “Value of ‘Malgun Gothic, Segoe UI, 9.5px’ is not valid for ‘units’.”
• Script error occurs when moving from a form. “Unable to get property ‘get_filterType’ of undefined or null reference”
• Disabling checkbox fields using the JavaScript API does not work.
• Creating a workflow to update an appointment with fields from the regarding Lead field fails. “An unexpected error occurred.”
• Hiding the last field of a section does not hide the section. Hiding the last field of a tab does not collapse the tab.
• Unable to create automatic full address field workflows, as the spaces and tabs are removed if there are no other symbols like comma.
• Using the Quick Search in Outlook and clicking Advanced Find right afterwards, the Advanced Find filter is populated with irrelevant criteria.
• Re-import of existing solution fails with The label for base language code 1033 is not set.
• Users cannot associate multiple records at once for N:N relationships.
• CRM 2013 no longer warns you when you are about to delete a parent record that child records with cascade delete set on their relationships to the parent will also be deleted.
• Unable to set a web resource to visible in script if ‘Visible by default’ not set in designer.
• You´ve created a new business process flow and assigned that process flow to the security role of “sales manager”, “system administrator” and “system customizer”. You publish this modification and expect the process the be visible only for these security roles.Instead the BPF is hidden for all users.Instead the BPF is hidden for all users.
• When data is entered into a form, the Save button can be clicked multiple times which results in multiple of the same record being created.
• For a custom duration field Xrm.Page.getAttribute(“durationfield”).getValue() method returns a formatted value like30 minutes instead of 30 as expected.
• When organization is deleted and then immediately imported back, import organization wizard unexpectedly displays a warning about version mismatch.
• Autosave off: Entity form looses command bar after navigating away and re-opening.
• Consider you’ve created a Business Process for cases having a related task stage with several steps and you’d like to translate all stages to different language. Your solution contains task and case entity as well as Business Process. You’re exporting translation files and try to edit those. You’ll find all stage names from case entity, but you do not find those of the related task step. Therefore you cannot translate those.
• “Email a link” URL does not navigate to the specified entity if opened in existing browser tab.
• Errors occur when using different country formats with currency attributes.
• When browsing to various locations in CRM, a JavaScript exception is thrown that reports “Object expected”.
• The .addCustomFilter javascript function does not work properly.
• Workflow triggered on Before Delete event cannot be imported in a new organization.
• When email activity with unresolved email recipient is created and saved, on load on email, value in TO field is hidden, field is empty.
• Not able to see “Page Index” on subgrids from dashboards.
• Published customization changes do not roll down to mobile client consistently.
• Opportunity closed as won does not take custom status reason while closing.
• Notes control shows time but not date for notes created before yesterday.
• Mobile clients crash with UI Error: “We’re sorry. Sorry, something went wrong while initializing the app. Please try again, or restart the app”
• Access team does not use correct metadata driven by Advanced Find view and hence fails in Mobile Clients.
• If you create a new email message in the Microsoft Dynamics CRM 2013 web application, you discover that you cannot modify the Description field when using the latest version of Google Chrome.