PragmaToolKit User Manual
Contents
1. PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaT oolKit Available Tools Ribbon Editor 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form Ribbon Editor 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Sitemap Editor Entity Names Contact Button Name Grid Groups Action Grid Group Title Resource Name Form Groups Function Name Form Group Title Url Subgrid Groups F On Grid E On Form On Subgrid Subgrid Title Save Customization banat From CRM Publish To CRM Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 4 Fill required information given on screen select location where you want to put custom button PRAGMASYS CONSULTING Ada Microsoft Dynamics CRM PragmaToolkit Available Tools Ribbon Editor Use this tool to configure CRM Ribbon 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Entity Names Contact Button Name Copy Records Grid Groups Action Script Grid Group Tit2. 2 msa Adrian Dumitrascu sample someone_a example com A Store sample 555 0156 E84 Amol Deore TU 83 Amol Deore E84 Atul Wagh atul wagh pragmasys in F Bhaskar Walimb bhaska Custom Area Custom Group ns Samas an and Sub Area in MSCRM 183 Brain LaMee sample someone b example com Advanced Components san 555 0135 F84 Cat Francis sample someone_c example com Affordable Equipment sam 555 0178 T sa Cathan Cook sample someone_d example com Basic Company sample 555 0158 KKK meyo ayq Meta 07 D494 PD Eb 183 Darren Parker sample someone_e example com Best o Things sample 555 0156 F s4 Eva Corets sample someone f example com Designer Goods sample 555 0138 FI sd Forrest Chand sample someone_g example com Blue Company sample 555 0198 F FE Gabriele Cannata sample someone_h example com Elemental Goods sample 555 0168 M T sa George Sullivan sample someone_i example com Grand Store sample 555 0142 E84 John Smith Q VEM F 84 Kishor Sanap kishor pragmasys in B Service T sa Marco Tanara sample someone j example com Litware Inc sample 555 0192 sities Flisa Nitin Pawar M 1 25 of 25 0 selected H 4 Pagel Gig Resource Center All A B c D E F G H I J K L M N o P Q R S T U v w X Y Z amp 100 v Pragmasys Consulting PragmaToolkit
3. m Research ustom Button is created A Contact John Smith E mail v General I Please Drop the File here Address Preferred Method of Contact Any Salutation First Name Middle Name Last Name Job Title Parent Customer Address Type City Address Name State Province Street 1 ZIP Postal Code Street 2 Street 3 Status Country Region Phane Contacts Owner CRM Administrator Business Phone Home Phone Mobile Phone 4255333335 Fax E mail Credit Limit n Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 2 4 Customizing Navigation Pane of MSCRM 1 To customize Navigation Pane of MSCRM click Sitemap Editor Menu from navigation pane of Pragma Toolkit PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaToolkit Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any node from Tree View Add Area Group Sub Area in sitemap 3 Once done click Publish to CRM but
4. AGMASYS ebbet lb Ade Microsoft Dynamics CRM PragmaToolkit Available Tools Sitemap Editor Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any node from Tree View Add Area Group Sub Area in sitemap Sitemap Editor 3 Once done click Publish to CRM button so changes can appear in CRM Solution Name custom_sitemapResearch Customizations published Successfully Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity 12 Before publishing Sitemap to MSCRM File Edit View Favorites Tools Help Bevan we Pager S yr Tooke Or E G i R AM Microsoft Dynamics CRM CRM Administrator h HE ial ela al eg A LJ A LAA JR I CA J Se 59 Save New Edit Delete Set As Share Assign hetz Advanced As Default Dashboard Find Dashboard Management Action Query Dashboard Microsoft Dynamics CRM Overview v 4 My Work a Ei Dashboards Sales Pipeline Leads by Source Campaign 5 l Cases By Priority Per Day Activities All leads in current fis
5. PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity PragmaToolKit User Manual Version Beta Pragmasys Consulting PragmaToolkit oe PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity Table of Content 1 PRIUDMTOOLITL h h 4hh4r4vh45j44jbh phpbb 3 1 1 IDa ON venne esse venner veer ev evner reven eee eve ever reen even eee e ere r veere rer vere ere er veere evner essere 3 1 1 1 Ribbon Edit Or cc cc cc cc cece cc cc cccccccccccececucucucucucucucuccececeueuecececececececseucnenenesenenecenecececeueueceueuecsuscsesesesesesenenenees 3 NNN 3 1 2 FT 3 1 3 PRT NS EET E E E 3 2 BOW TO USE PRAGMATOO ERE Ve 4 2 1 GETTING STARTED WITH PRAGMATOOLKTIT nesrnennrnennvnennnnenennenennenennnnennnnenennenennenennnnennnnenennenennenennnnenennenee 4 2 2 CONNECTING TO MSCRM SERVER ic scscissccciasicdsccceiescaiasaesdccetenctoaadindzelenveatacaaiad nadenae banene dsenne 5 2 3 CREATING CUSTOM BUTTON ON RIBBON OF ENTITY sccececccceccscecescececcsceccececescscescscesescecescecesescesescess 6 2 4 CUSTOMIZING NAVIGATION PANE OF MSCRMM w cccccececcececcececcececcececescecescsceseececescecscsceseecesescecs 11 Pragmasys Consulting PragmaToolkit rn PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 1 Pragma Tool Kit 1 1 Description This tool is designed to improve developer s productivity in customizing MSCRM 2011 This tool is in the cur
6. ave Collaborate Research amp Run Workflow Di at Process Data contacts 1 Details Motes amp Activities Preferences ET More Addresses EG Activities L Closed Activities ES Sub Contadts Relationships Connections Documents je Audit History a E mail Clicks EA List Subscriptions gt Accounts 4 Sales EF Opportunities Quotes Orders Invoices d Service Contact Add Customize j Save amp New r aj Deactivate Save ee X Delete Save Details Notes amp Activities Preferences Related 4 Common More Addresses Activities L Closed Activities Ea Sub Contacts amp Relationships S Connections Ay Documents Audit History SY E mail Clicks Eg List Subscriptions n Accounts 4 Sales at Opportunities E9 Quotes Orders Invoices d Service CS Contact John Smith E mail General lease Drop the File here Address Address Type Address Mame Street 1 Street 2 Preferred Method of Contact Salutation First Mame Middle Name Last Mame Job Title Parent Customer City State Province ZIP Postal Code Country Region Street 3 Addto a eer Assign Collaborate jag Sharing F Copy a Link fra E mail a Link Ai Microsoft Dynamics CRM GS amp Start Ru AE a Dialog Repo Brands Process John Smith fer CRM Administrator Business Phone Home Phone Mobile Phone 4255333335 Fax E mail Credit Limit
7. cal My Active C ER Calendar Keine eads in current fiscal year y Active Cases gl Imports 10 Duplicate Detection New customer iin 3 gi re 33 55000 5 Event campai ll E 3 Articles E i 3 ra BOA f S gl mum mmn AA a fl Reports agg gga 0 ETE S Announcements E Ad campaign EE EE ES I SR NA RK ERR 4 Customers blank a 2 eo eae oe 3 Accounts 7 1 1 T T T 1 Day Created On 175 000 00 0 i 2 3 4 5 6 y Count All Name E Low ME Normal MM High Activities My Activities v Bearchforrecords A El ActivityType Subject Regarding Priority startDate amp Mid E mail Reserved for Template Case Escalation Normal F Task Demo Task Normal HS Phone Call Good Morning Sudhanshu Normal M Nhana fall Tart Nhana Call la vatin natal Karmal cnnw x amp 100 v 13 After publishing Sitemap to MSCRM File Edit View Favorites Tools Help a v v 3 om v Pagev Safetyw Tools v H BB Ail Microsoft Dynamics CRM 7 Contacts View Charts Add Customize 9 gj Activate d Rl a sai Share G a g 8 Export to Excel G nn r oP L k SPD Ba copyalink IP Y Filter x Deactivate New Edit Merge Send Direct Add to Marketing Connect Assign Run Start Run Import Advanced X Delete E mail List z ia E mail a Link Workflow Dialog Report Data Find Records Collaborate Process Data Boa Er Contacts My Active Contacts v fi p Custom Group E Full Name E mail Parent Customer Business Phone
8. d Custom Group there are two ways to do this 1 Select Area in which you want to add Custom Group from sitemap and click on Add Under button e g Area Workplace Or 2 Select Group from the Area in which you want to add Custom Group from sitemap and click on Add button e g Group Extensions from Area Workplace Fill information and click on OK PRAGMASYS CONSULTING Available Tools Sitemap Editor Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front Ribbon Editor Sitemap Editor Groups are used to organize tems in sub category or area Custom Group i Opportunity i account 3 nav customerdashboard contact list Competitor i product Note Custom Area is selected to add Custom Group 7 Click Refresh button to see the changes osoft Dynam PRAGMASYS CONSULTING pr Microsoft Dynamics CRM PragmaToolkit Available Tools Sitemap Editor Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front Ribbon Editor of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any no
9. de from Tree View Add Area Group Sub Area in sitemap Sitemap Editor 3 Once done click Publish to CRM button so changes can appear in CRM Solution Name custom sitemapResearch kbarticle i 7 e contract i Area_Scheduling Homepage AppointmentBook Group Extensions i new_testsitemap new test i i new vehicle 5 Custom Area Fe 5 Area Sales SFA l nav_customerdashboard Pragmasys Consulting PragmaToolkit 30 PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 8 To add Sub Area there are two ways to do this 1 Select Group in which you want Sub Area from sitemap and click on Add Under button e g Group Extensions Custom Group Or 2 Select Group from the Area in which you want Custom Group from sitemap and click on Add button e g new test from Group Extensions and Area Workplace User can add Sub Area as Entity from MSCRM Select entity which you want add as Sub Area and click OK PRAGMASYS CONSULTING pe Microsoft Dynamics CRM PragmaToolkit if Available Tools gt zit Add Sub Area i Add Sub Area A sub area can be either an entity or a link to a eb site rite the name of solution name in TextBox in front Ribbon Editor delay while nodes appear in tree view structure Sitemap Editor n J Entity ii URL Name Icon Url Ad The icon URL can be a full Url of a gif image such as imgs ico 16 form gif oppo
10. is Running Wait for a while before the Connection screen appears Pragmasys Consulting PragmaToolKit PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity 2 2 Connecting to MSCRM Server Fill the required information on the form and click on Connect button If information provided is correct this tool gets connected to MSCRM to the server in Server Url Select organization to modify customization and click OK button at the bottom of the form EGEN Connect to CRM Enter the connection information and then click Connect You may experience a short delay while connection is being made Connection Type On Premise URL EE e ee User Name Administrator Domain amnesia Password EE Organization Connecting to Organization of MSCRM Server Connect to CRM Enter the connection information and then click Connect You may experience a short delay while connection is being made Connection Type On Premise URL Ss ae ae le a ao UserName Administrator Domain Password Organization Fres espen Pragmasys Consulting PragmaToolkit so o PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity PragmaloolkKit is connected to MSCRM Server and the organization The name of the organization is showing in the on Tool screen PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaToo
11. le Resource Name new Hello Form Groups New Function Name Hello Form Group Title Copy Url Subgrid Groups C On Grid v On Form C On Subgrid Subgrid Title Save Customization a Publish To CRM 5 Once done click on Save Customization button to save changes in customization xml file To save changes click Yes button otherwise click No button PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaToolkit Available Tools Ribbon Editor 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form Ribbon Editor 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Sitemap Editor Save Customization Function N mGroup Title Uri Subgrid Groups On Grid z On Form Subgrid Title Save Customization hanes From CRM Publish To CRM Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 6 To publish changes to MSCRM Click on Yes button To create more buttons on selected entity s ribbon then click on No button PRAGMASYS Add Microsoft Dynamics CRM PragmaToolkit CONSULTING Ribbon Editor Use this tool to configure CRM Ribbon 1 To Begin Select entity for which you want to add a custo
12. lkit Available Tools Ribbon Editor Sitemap Editor 2 3 Creating custom button on Ribbon of Entity Steps 1 PRAGMASYS CONSULTING dd Microsoft Dynamics CRM PragmaToolkit Available Tools Ribbon Editor Use this tool to configure CRM Ribbon 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form Ribbon Editor 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action Sitemap Editor Entity Names Publish To CRM Note Selected Entity must be Customizable and supported to customization of ribbon Pragmasys Consulting PragmaToolkit e PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 2 Select Entity from the list of entities for which you want to create custom button Click on Import From CRM button PRAGMASYS eee LEG Add Microsoft Dynamics CRM PragmaToolkit Available Tools Ribbon Editor 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form Ribbon Editor 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Sitemap Editor Entity Names Contact Solution is successfully Exported and Unzipped Publish To CRM 3 Click on Add Button button
13. m button and then click Import From CRM button at the botton of the form 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Import Customization Changes are Saved Successfully If you want to Import Customization click Yes and click Publish To CRM you want to create another button click No Subgrid Groups On Grid W On Form On Subgrid Subgrid Title Import From CRM PRAGMASYS Add Microsoft Dynamics CRM PragmaToolkit CONSULTING Available Tools Ribbon Editor Home Use this tool to configure CRM Ribbon 1 To Begin Select entity for which you want to add a custom button and then click Import From CRM button at the botton of the form 2 Click Add Button to add custom button on the entity ribbon and choose the position and provide action 3 Once done click Publish To CRM button Sitemap Editor Contact Solution Imported Successfully Publishing customization notam COS Publish To CRM Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity 8 Before publishing to MSCRM uid Microsoft Dynamics CRM File I Contact Add Custor mize Save amp New GE Sharing G amp el bd bres aga Deactivate 2 R Rum FA Copy a Link Add to Marketing Connect Assign gt Fre X Delete List ra E mail a Link Report S
14. rent release provides Ribbon Editor and Sitemap Editor 1 1 1 Ribbon Editor It is a simple tool that developer can easily use to create custom buttons on the ribbon of entity at any location such as existing groups or even custom group on the ribbon There are three ribbons associated with each entity in MSCRM 2011 HomepageGrid Form and Sub Grid Developers can choose location where to add custom button 1 1 2 Sitemap Editor It is tool using which developers can easily make change in Navigation Pane of MSCRM This tool provides facility to add Custom Area Custom Group and Custom Sub Area in the Navigation pane of MSCRM 1 2 Features 1 Create Custom Buttons on Ribbon of Entity 2 Customize Navigation Pane of MSCRM 1 3 Requirements To install and use this tool you must have the following 1 Microsoft Windows XP 32 bit or Windows 7 32 bit or 64 bit 2 Net Framework 4 0 installed on machine Pragmasys Consulting PragmaToolkit aooo PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity 2 How to Use PragmaToolkit Install the PragmaToolKit exe provided to you It will store application files on your system On successful installation of setup run PragmaToolKit exe present on Desktop or Program Menu of your machine Ej Note This tool requires Net framework 4 0 installed on machine 2 1 Getting started with PragmaToolkit Tool is getting started PRAGMASYS CONSULTING PragmaToolKit
15. rtunity account Note Custom group is selected to add Sub Area Pragmasys Consulting PragmaToolkit o PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity User can Add Sub Area as Url that opens page from MSCRM or any Web page Write the Url for Sub Area and Fill other information and click OK PRAGMASYS CONSULTING Available Tools i Add Sub Area 3 g z A sub area can be either an entity or a link to a Web site rite the name of solution name in TextBox in front Ribbon Editor delay while nodes appear in tree view structure Sitemap Editor http www google com Google Icon Url I imgs area 18 home gif The icon URL can be a full Un of a gif image such as imgs ico 16 form gif competitor Publish To CRM product salesliterature PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaT oolKit Available Tools Sitemap Editor Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any node from Tree View Add Area Group Sub Area in sitemap Sitemap Editor 3 Once done click Publish to CRM button so changes can appear in CRM Solution Name custom_sitemapResearch ne
16. ton so changes can appear in CRM Solution Name lish To CRM Ej Note Before using Sitemap Editor Menu create new solution and add sitemap as its component in MSCRM Copy solution name from MSCRM and paste into Solution Name field of Sitemap Editor Screen 2 To export customization click on Import From CRM button JIA ft Dyna Fi PRAGMASYS CONSULTING Ada Microsoft Dynamics CRM PragmaT oolKit Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any node from Tree View Add Area Group Sub Area in sitemap Sitemap Editor 3 Once done click Publish to CRM button so changes can appear in CRM Solution Name custom_sitemapResearch E Area_Workplace amp Group MyWork Sitemap Loaded successfully kbarticle gt businessunitnewsarticle 5 Group_Customers account contact amp Area_Sales Pragmasys Consulting PragmaToolkit u PRAGMASYS CONSULTING PragmaToolKit for improving developers productivity 3 Click on OK button to start customization of sitemap 4 To add Custom Area select any Area e g Area Workplace from sitemap and click on Add b
17. utton Fill all information in Add Area screen and click OK PRAGMASYS CONSULTING Available Tools the name of solution name in TextBox in front Ribbon Editor ay while nodes appear in tree view structure Add Area Sitemap Editor z Under Name enter an area you want to display in the left Navigation Pane and click OK Name Custom Area Icon Url imgs area 18 import gif Disiplay groups under this area i businessunitnewsarticle Group Customers account PRAGMASYS CONSULTING Add Microsoft Dynamics CRM PragmaT oolKit Available Tools Sitemap Editor Home Use this tool to import and then modify the contents of the CRM Navigation pane 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure 2 Select any node from Tree View Add Area Group Sub Area in sitemap 3 Once done click Publish to CRM button so changes can appear in CRM Solution Name custom_sitemapResearch Homepage_AppointmentBook Group Extensions new testsitemap i new test i new vehicle Area Sales SFA opportunity account nav customerdashboard i contact competitor product Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 6 To ad
18. w_test i new vehicle Custom Area S8 CustomGroup contact opportunity account nav customerdashboard i contact competitor product Pragmasys Consulting PragmaToolkit PRAGMASYS CONSULTING PragmaToolkit for improving developers productivity 10 Once done click on Publish To CRM button and for confirmation click on Yes button PRAGMASYS CONSULTING pr Microsoft Dynamics CRM PragmaToolkit Available Tools Sitemap Editor Home Use this tool to import and then modify the contents of the CRM Navigation pane i i 1 To Begin First Create solution in CRM Organization which contains sitemap and write the name of solution name in TextBox in front Ribbon Editor of Solution Name and click Import From CRM button You will experience a short delay while nodes appear in tree view structure i 2 Select any node from Tree View Add Area Group Sub Area in sitemap Sitemap Editor 3 Once done click Publish to CRM button so changes can appear in CRM Publish Customization f N Are you sure to Publish Customizations To CRM then clikc Yes If you lt want to Customize Navigation pane of CRM click No Custom Area CustomGroup i contact i Google Area_Sales SFA i lead i Opportunity account Note To publish the changes to MSCRM to publish click Yes button To customize sitemap again click on No button 11 Publish To MSCRM PR
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