Releasing CrmXpress OptionSet Manager for Microsoft Dynamics CRM 2011

CrmXpress OptionSet Manager For Microsoft Dynamics CRM 2011.

Click here to download from codeplex.com

The OptionSet Manager is a tool to manage all your Option Sets in your CRM 2011 system. It lets you create new Option Sets, update Options in existing Option Sets and delete Options. It supports both Local and Global types of Option Sets and also gives you the facility to import csv/excel file to bulk import options at once.

OptionSet Manager works by connecting to the CRM system. Once the user is through the login process, user will be presented with two Options, work with Local and Global Option Sets.

CrmXpress OptionSet Manager Login Screen

CrmXpress OptionSet Manager Login Screen

Local Option Set

Select the Entity from which you want to manage local Option Set and then select Option Set which you want to work on. Select Options, Remove them, Update them and Add new Options from Add/Import Options Panel.

CrmXpress OptionSet Manager - Local OptionSet

CrmXpress OptionSet Manager - Local OptionSet

Global Option Set

If you want to work with Global Option Sets you need to click on Retrieve Global Option Sets button which loads Global Option Sets to the Dropdown list. Same operations like Local Option Set can be performed on this.

CrmXpress OptionSet Manager - Global OptionSet

CrmXpress OptionSet Manager - Global OptionSet

Create Option Set

Click on Create… button to add new Option Set to the CRM System. A new dialog will appear for you to add properties like Label, Name and Options. Select Global/Local Options from the given dropdown and according to that you will be able to load related Entities or Solutions.

CrmXpress OptionSet Manager - Create a new OptionSet

CrmXpress OptionSet Manager - Create a new OptionSet

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