MSCRM 4.0 Documentation Generator (Excel Add-in)

The MS CRM 4.0 Documentation Generator Available for download as an open-source project. http://crm4documentation.codeplex.com/  A compiled installer is available for download in the ‘release’ section – full source code is available in the project as well.

The utility operates as an add-in for Microsoft Office Excel 2007 to automatically generate documentation for Microsoft Dynamics CRM 4.0 - [This is a fork off the original CRM 3.0 project.]

Functionality
This tools generates documentation from an exported CRM 4.0 Customizations file (zip or XML):

• Entity Forms - including Tabs, Sections, Field Names, Types and Descriptions
• Picklists - List Picklist Field Names, Text and numeric Values for Picklists on a form
• JScripts - Extract the scripts associated with the Form/Attributes on the form. (This is still a work in progress)

Installation
The add-in will run on Office 2007 Excel (with Visual Studio Tools for Office (3.0))
Extract the installation files and run Setup.exe - it will attempt to install any prerequisites.
Once complete, Start Excel.
The first time Excel runs with the add-in, you will be presented with a customization installation message - choose "Install."

Usage
Open the Add-Ins ribbon, press the load button to load your XML, then press the "Forms" button.
Once you've created a "Forms" documentation spreadsheet, Open a new blank spreadsheet and click the "Scripts" button, and then repeat with the "Picklists" button.

Credit
The foundation of this project is the result of the work of Merijn van Mourik in the CRM 3.0 Documentation Generator Project. - I've been unable to reach Merijn, if anyone has contact information, please pass it along.

Thanks!
Scott Sewell
CustomerEffective

Comments

[Ryan.]

Great work guys - this will be helpful.

[Michael C.]

Solid! thx4this.

[Franck]

Hi, great job!
I tried it on my test server it works well!

Does it work on a 64bit server as well?

Thanks.

[Mark]

The install wizard did not kick off when I opened excel. Any ideas?

[Scott Sewell]

Mark - If you're using Excel 2007 download the previous release http://crm4documentation.codeplex.com/releases/view/25816 - The current release is set up to install to 2010 - (functionality-wise they are the same, just different installers.)