Customization Assistant Features

Customization assistant enables you to customize Dynamics CRM a lot faster and to do more complex customizations than possible in the Microsoft customization GUI. Here is a list of the features offered:

  • Generate documentation of selected entities using Excel sheets. The documentation contains all properties, attributes, relationships, option sets and views belonging to the selected entities.
  • Create entities, attributes, relationships and views using Excel sheets.
  • Change (updateable) properties of existing entities, attributes, relationships and views using Excel sheets.
  • Change the following properties per attribute or per multiple attributes:
    • max length
    • decimals
    • requirement level
    • searchable
    • maximum and minimum values
    • IME mode
    • audit
  • Rename the system name of custom attributes.
  • Rename (global) the system name of custom global option sets.
  • Change the datatype of custom attributes (includes data mapping).
  • Bulk copy attributes from one entity to another.
  • Multiple copy one attribute within the same entity.
  • Bulk deletion of attributes (with automatic removal from form, navigation and views, even with lookups).
  • Save changes to file.
  • Load changes from file.
  • Replay saved changes.