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  1. Connecting to CRM Online instances where authentication is MFA.

    If the CRM instance implements MFA, the XRMToolkit fails to connect to the CRM Instance. Need to have different Authentication types enabled for XRMToolkit.

    15 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    • Support deploying to CRM by providing an API that would support using from a command line or from a .Net app.

      Should be able to call an API to publish a crm asset or plugin/workflow assembly to the CRM organization taking into account all the XrmToolkit configuration information.

      8 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
        started  ·  AdminCustomer Support (Support, Simpler Software) responded

        The initial version of this has been released in v5. It supports merging (ILMerge) of plugin assemblies and publishing them to CRM. A future release will include the ability to deploy other assets, ie web resources etc.

      • v4 - Default the name of the of plugin step when registering

        Right now when you register a plugin step the name is blank. I suggest that name to be default to something.

        for example if the Plugin is 'MyPlugin' and the Message is 'Update' and the entity is 'Opportunity' then default the plugin name to 'MyPlugin - Update - Opportunity'

        A configurable default would be nicer (as I'm sure there are a lot of different naming standards out there)

        3 votes
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          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          started  ·  AdminCustomer Support (Support, Simpler Software) responded

          Thanks for the suggestion! This has been implemented in v4.3 based on a hard coded algorithm. We agree that using a template would be great and so until this portion is implemented we’ll keep the status set to ‘started’.

        • Editor to allow bulk editing of entity attributes

          Grid-like editor to allow bulk editing of attributes. Also allow editing all aspects of individual attributes. Allow pushing all changes to CRM at one time after all edits have been made.

          30 votes
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            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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