Project Description

CRM 4.0 Administration. Release 1.3 contains three utilities, focused on the administration of Users, Security Roles, Views and Local Data Groups. Supports Intranet, Internet and CRM Online deployments.

Following is a short description of the three utilities and their functionality:

Compare and Create Security Roles

  • Get all roles filtered by Business Unit.
  • Export and save all roles and associated privileges as an XML file.
  • Quick select of roles via users (select roles assigned to a user).
  • Create new role equivalent to the union of a collection of roles.
  • Create new role equivalent to the subtraction (difference) between two collection of roles.
  • List privileges for the union of a collection of roles. Results are displayed or saved as XML or CSV file.
  • Compare two role collections. Each collection is the union of a set of roles. Results are displayed or saved as XML or CSV file.

Grant and Revoke Security Roles

  • Get all roles and all users filtered by Business Unit.
  • Export and save all roles and associated users as an XML file.
  • Export and save all users and associated roles as an XML file.
  • Quick select of roles via users (select roles assigned to multiple users through AND or OR operations).
  • Quick select of users via roles (select users who own multiple roles through AND or OR operations).
  • Grant a specific set of roles (and revoke any other) to a set of users, based on a template user.
  • Grant a specific set of roles to a set of users.
  • Revoke a specific set of roles from a set of users.

Manage Views and Local Data Groups

  • Explore all type of views (user queries) for all users, filtered by Business Unit.
  • Save view definitions (or just the Fetch definition) as XML Files.
  • Clone views (including Local Data Groups for Outlook Synchronization) from one user to another.
  • Activate, Deactivate and Clone views for many users as one operation.
  • Compare the views of multiple users
Note that I've started the development of a toolkit to accomplish most of the functionality of this utility in CRM 2011: crm2011ldgmanager.codeplex.com.

Last edited Aug 18, 2011 at 7:32 PM by gemina, version 6