SnapShot! for Dynamics CRM

Overview

The ultimate documentation tool for Dynamics CRM 2011 extracts and consolidates the following components:

  • System Settings
  • Entities
  • Fields
  • Relationships
  • Views (with detail)
  • Forms
  • Option Sets
  • Field Security
  • Security Roles
  • User Security Privileges
  • Solutions
  • Web Resources
  • JScript Library usage information
  • Plugins
  • Processes
  • Templates
  • Business units
  • Users
  • Teams
  • Queues

 

Finally, the one tool that gives you a SnapShot! of your CRM Organization configuration – in only minutes.

You can download the documentation (Adobe Acrobat format) here.

 

Pricing (Single-Organization Edition)

SnapShot! is priced at $249 per CRM organization.

Organization Unique Name:

Note: to find your CRM Organization unique name, see this page.

Also, licenses for your development and test organizations are available for no additional charge. Please contact us after your purchase a license for your production environment.

 

Pricing (Ultimate Edition)

SnapShot! Ultimate has no organizational limits and is priced at $2,495 per user (as in the person using it). It can connect to and produce reports on an unlimited number of organizations.

Add to Cart

 

Sample Report

You may download a sample report from one of my developer organizations here.

The report was generated from the Contoso demo organization but has had additional commercial and custom solutions added to it, as many typical CRM organizations have. This should give you a good feel for the data being extracted.

 

The Details

SnapShot! will connect to any CRM 2011 organization using any of the supported installation types:

  • On Premise
  • On Premise using ADFS/IFD
  • CRM Online
  • CRM Online via Office 365

 

System Settings

140 system setting are documented. Most of these are found in the CRM user interface, while others are only seen internally.

Entities

Anything found on the Entity Definition page is documented:

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Worksheet Column Description
Display Name Display Name
Name Plural Name
Plural Name Name
Description Description
Ownership Define as an activity entity
Primary Field Ownership
Areas that display this entity Found on the Primary Field tab
Define as an activity entity Areas that display this entity
Custom Field Is this a custom entity or system-defined
Notes Notes (includes attachments)
Activities Activities
Connections Connections
Sending Email Sending Email
Mail Merge Mail merge
Document Management Document management
Queues Queues
Duplicate Detection Duplicate detection
Auditing Auditing
Mobile Express Mobile Express
Reading pane in CRM for Outlook Reading pane in CRM for Outlook
Offline capability for CRM for Outlook Offline capability for CRM for Outlook

Fields

Everything found on the Field Definition page is documented. Additional information such as for Form locations, is also included:

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Worksheet Column Description
Entity Display Name Display name of the parent entity
Entity Name Logical name of the parent entity
Display Name Display name
Name Name
Field Type Is the field custom or system-defined
Description Type
Custom Description
Requirement Level Requirement Level
Searchable Searchable
Field Security Field Security
Form Locations The names of the forms which this field has been placed on
Auditing Auditing
Max Length Maximum length (for text and memo fields)
Max Value Maximum value (for numbers)
Min Value Minimum value (for numbers)
Precision Decimal precision (for currency and floating point types)
Format For text field types
Target Record Type Target record type (for lookups)

Relationships

Anything found on the Relationship Definition page is documented for 1:N, N:1, and N:N relationships.

 

Worksheet Column Description
Entity Display Name Display name of the parent entity
Entity Name Logical name of the parent entity
Relationship Type 1:N, N:1, N:N
Primary Entity Name of the Primary entity
Related Entity Related Entity name
Name Logical name for the relationship
Lookup Name Logical name of the lookup field that will be placed on the related entity
Other Entity The first half of the N:N relationship
Current Entity The second half of the N:N relationship
Relationship Entity Name Logical name of the relationship entity. This is what is known as the intersect table.
Primary/Current Entity Display Option 1:N: How will the Primary entity relationship be displayed in the Related entity’s sitemap?N:N: How will the Current entity’s relationship be displayed in the Other entity’s sitemap?
Primary/Current Entity Display Area 1:N: The sitemap group where the Primary entity will be displayed.N:N: The sitemap group where the Current entity will be displayed.
Primary/Current Entity Custom Label The custom label should Display Option be set to Custom.
Primary/Current Entity Display Order The display order for this relationship on the sitemap.
Other Entity Display Option N:N: How will the Other entity’s relationship be displayed in the Current entity’s sitemap?
Other Entity Display Area N:N: The sitemap group where the Other entity will be displayed.
Other Entity Custom Label N:N: The custom label should Display Option be set to Custom.
Other Entity Display Order N:N: The display order for this relationship on the sitemap.
Type of Behavior This is the summary for the Cascade Rules behavior when an operation occurs on the Primary Entity record.
Assign What happens when a record is reassigned.
Share What happens when a record is shared.
Unshare What happens when a record is unshared.
Reparent What happens when a record is reparented.
Delete What happens when a record is deleted.
Merge What happens when a record is merged.

 

Views

Views are documented and include interesting information such as:

Worksheet Column Description
Name View Name
Entity Entity the view is associated with
Type The type of view
Description View description
Default View Is this the default view for the entity
Quick Find Query Is this a quick-find query
Custom Is this a custom or standard view
Layout Column Names Columns shown in the result set
Find Columns Columns used to define the filter criteria

Optionally, you can generate View Detail documents that produce a report that looks like this:

 

Forms

Form information including type, Entity, and name are documented.

 

 

Option Sets

A combined list of Global and Entity Option Sets is documented.

Worksheet Column Description
Entity Display Name Display name of the entity
Entity Logical Name Logical name for the entity
Display Name Display name for the Option Set
Logical Name Logical name for the Option Set
Type Type of Option Set
IsCustom Is this a custom or standard option set.
Label Display label for an option set value
Value Value for an option set value

 

Field Security

Both Field Security Profiles and Field Security Permissions are documented.

 

Security Roles

Security Role and Business unit information is documented along with their privileges.

 

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User Privileges

The privileges that a user has are a combination of all of their individual security role privileges as well as privileges from any Teams they belong to. This report will show you the final security privileges for each user within the system.

The report is in the same format as the Security Role report.

 

Solutions

Solution information is documented.

Worksheet Column Description
Friendly Name Friendly name of the solution
Description Description
Installed On Installed on date
IsManaged Is this a managed Solution
Publisher Name of the publisher
Version Version number
Modified On Last modified date
Modified By Last modified by user

 

Web Resources

A list of all Web Resources, including their type and solution are documented. For JScript Web Resources the following information is also documented:

  • Entity Name
  • Form Name
  • Field Name
  • Event Name
  • Enabled Library Name
  • Function Name
  • Pass Execution Context
  • Parameters

 

Plugins

Plugin Assemblies and Plugin Steps are documented.

  • Name
  • Description
  • IsManaged
  • IsolationMode
  • Solution
  • ModifiedOn
  • ModifiedBy
  • Path

 

Plugin Steps

  • Plugin Name
  • Message
  • Primary Entity
  • Secondary Entity
  • Filtering Attributes
  • Name
  • Run In User’s Context
  • Execution Order
  • Description
  • Stage
  • Execution Mode
  • Deployment
  • Unsecured Configuration
  • Solution
  • Async Auto Delete
  • Modified On
  • Modified By

 

Processes

All Workflow and Dialog processes are documented.

  • Name
  • Description
  • Primary Entity Display Name
  • Primary Entity Name
  • Scope
  • Category
  • On Demand
  • Trigger On Create
  • Trigger On Delete
  • Trigger On Update Attribute List
  • Owner
  • Modified On
  • Modified By

 

Templates

E-Mail, Contract, and Mail Merge template information is documented.

 

Business Units, Users, Teams and Queues

Relevant information for these components is also documented.