January 2010 - Posts

Create a picklist quickly for CRM 4.0
Wednesday, January 13, 2010 3:55 AM

a very simple tool to add a large list like a countries list to a picklist

doing that using MS CRM UI can be very tedious

Warning : DON’T TRY THIS IF YOU DON’T HAVE EXPERIENCE ON XML EDITING , this tool is meant for expert customizers

Developer Blog  URL :

http://marioraunig.blogspot.com/2007/03/save-time-and-energy-creating-large.html

how to :

Here's how to use it

1. Create the attribute/picklist in the Microsoft CRM entity customization
2. Add at least one option
3. Export the entity as XML
4. go here: http://www.beatnik.at/picklist_for_mscrm.php
5. Choose the appropriate language setting (if missing, contact me)
6. Enter the desired picklist values into the textbox
7. Click "Generate XML"
8. Open the XML-File that you exported in step (3) with WordPad or your favourite TextEditor (Notepad tends to have problems with encoding)
9. Search for the displayname or the schemaname of the attribute
10. Replace the options tag with the XML-String generated in (7).
    It might look like that:

    <options nextvalue="3">
                    ...
    </options>
    

11. Save the XML-Customizations File
12. Import the File into MS CRM and publish

by amir.magdy | 1 comment(s)