Thursday, March 30, 2017

Useful bookmarklets for working with CRM

Here are some useful bookmarkets that I have collected for working with Dyanmics CRM (tested with CRM 2016)

  1. Download the files from: https://github.com/rajrao/CRM-Tools (you need just the folder CrmDev).
  2. Open the following location via Windows Explorer: %userprofile%\Favorites\Links
  3. Copy the folder CrmDev into the folder opened in (2).
  4. You will now have access to the bookmarks in IE.

Alternatively, you can use the following html and use the import functionality in your favorite browser to get these links.
https://rawgit.com/rajrao/CRM-Tools/master/Bookmarklets/bookmark.htm (source: https://github.com/rajrao/CRM-Tools/blob/master/Bookmarklets/bookmark.htm)