SnapShot!

Is a trial version available?

Yes, the trial version reports on the following Dynamics CRM Components: Entites Fields Views Forms Option Sets Templates Connection Roles There is, however, a sample report taken from one of our test organizations that shows the full capabilities of SnapShot!  You may download that report here: http://www.crmaccelerators.net/downloads/SnapShotSampleReports

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What versions of Dynamics CRM does SnapShot! support?

SnapShot! supports Dynamics CRM 2011, 2013, 2015 and 2016.  

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I have a user without any assigned security roles, but their User Privileges report shows they do indeed have permissions.

Everyone who is anyone has always known that ever Dynamics CRM user must have at least one security role assigned to them in order for them to even access the home page. In fact, there is even a built-in system view on the System User entity that […]

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Even though I have assigned the proper security roles to a user, they are still receiving security errors.

SnapShot! uses the Dynamics CRM SDK to extract all information from the system. When working with security roles, an SDK method is used that reports the security applied to a user, after all of their security has been applied. If you look at the User Privileges report […]

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I have a problem with option set values not showing the same values when a Lead is converted into a Contact.

The Option Set report shows all option sets, Entity-based and global, in a single list. This allows you to compare the numerical value with the display label to make sure values match across Entities.

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I need a complete list of all of my System Views.

The Views report lists a summary of all views. In addition, should you wish, you can create additional documents that list the detail of each view which includes the display columns, filter criteria, and FetchXML statement used to perform the search.

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I have a problem with one user’s security and I don’t know what security she should actually have.

The User Privilege report shows the exact security the user has after all user and team security roles have been applied. Many people overlook the team security roles so sometimes unexpected privileges get applied. This report looks just like the Security Role report (colored circles) and shows […]

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I need a complete list of all custom security roles.

Custom security roles and their privileges are documented and look exactly like the forms with Dynamics CRM – right down to the colored circles.

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We have a huge JavaScript code-base and I need to get a handle on what is being used and where.

We have three reports for web resources: The Web Resources report lists all web resources within the organization. The JScript Library report lists the Entities and Forms where each JScript Library is used. The JScript Function Reference report documents each Form Event within the organization and what […]

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I need to a complete list of supporting data: Business Units, Users, Teams, and Queues.

There are reports for each that contain the most relevant information about each entity type.

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