SnapShot! for Dynamics CRM
Finally, the tool that gives you a complete SnapShot!
of your Dynamics CRM Organization configuration
in only minutes.
SnapShot! provides information that is far beyond the standard metadata reports showing Entity and Field information. In fact, the only way to extract most of the data in these reports is to write a custom application to do so. Let us save you the time and trouble by doing it for you.
Here is a list of the components documented by SnapShot!:
- System Settings
- Views (with and without detail)
- Option Sets
- Connection Roles
- Field Security Profiles
- Field Permissions
- Web Resources
- JScript Library Usage
- Plugin Assemblies
- Plugin Steps
- Custom Workflow Activities
- Business Units
- Security Roles (with and without detail and with or without a dump of the raw data)
- User Security Privileges
- User and Team Security Roles
- Team Membership
More detailed information may be found on the Details page.
Licensing and Pricing
SnapShot! has a variety of licensing options including single-organization, site, and partner licenses.
When you are ready, visit our Purchasing page to make a purchase.
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 Dynamics CRM organizations have. This should give you a good feel for the data being extracted.
Frequently Asked Questions?
Here are a few ways SnapShot! can help:
- 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.
- 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 function is being called for that event.
- 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.
- 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 the end result of all merged security roles. This is very useful for tracking down privilege issues.
- 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.
- 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.
- 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 shows users without security roles. But what if I told you that this information, starting with Dynamics CRM 2011, is not exactly correct? That's what my friend and fellow-MVP Jerry Weinstock found at one of his customers. This lead him to publish this article: Assigned and Inherited Security Roles In a nutshell, it turns out that security roles inherited by a team are assigned to the user, in additional to any security roles they might have been assigned directly. All roles are merged together to produce the basic User Privileges list. So, as long as they are a member of a team that has roles assigned, they can access CRM. Remove them from that team, or remove the role from the team, and they will lose access to CRM. And that is why the User Privileges report sometimes shows data that you would not expect it to show.
- What versions of Dynamics CRM does SnapShot! support?
- SnapShot! supports Dynamics CRM 2011 and 2013.
- 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 for that user, you will see that they only have read-access to most fields. In all likelihood, this is caused by the License Type for the user being set to Read Only or Administrative.
- I need to review all of the System Settings to ensure that the previous administrator has everything set correctly.
- The System Settings report will show all settings within the system – both those on the System Settings page as well as the internal settings that are not displayed within the Dynamics CRM user interface.
Do you have a documentation problem not address by SnapShot! If so, please let us know.
- SnapShot! 3.0 Auditing Summary
- SnapShot! What is the Processing Log used for?
SnapShot! for Dynamics CRM Revision History
- SnapShot! for Dynamics CRM Released
- SnapShot! Ultimate for Dynamics CRM Released
- SnapShot! v1.1 for Dynamics CRM Released
- SnapShot! 1.3 for Dynamics CRM Released
- SnapShot! 1.4 for Dynamics CRM Released
- SnapShot! 1.5 for Dynamics CRM Released
- SnapShot! 1.6 for Dynamics CRM Released
- SnapShot! 1.7 for Dynamics CRM Released
- SnapShot! 1.8 for Dynamics CRM Released
- SnapShot! 1.9 for Dynamics CRM Released
- SnapShot! v2.0 for Dynamics CRM Released
- SnapShot! 3.0 Released