The Details
SnapShot! will connect to any Microsoft Dynamics CRM 2011, 2013, 2015 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:
Fields
Everything found on the Field Definition page is documented. Additional information such as for Form locations, is also included:
| 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.
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.
Automation Testing Matrix
This report was created to show you what automation, both plug-ins and workflows were running on the entities. This is really good when doing user acceptance testing.
For Developers
We’ve also added some data extracted just for Dynamics CRM developers:
- A complete list of all of the JavaScript functions found in your JScript web resources.
- A set of JavaScript functions that allow you to move your OnChange and OnSave events from being configured in the Form Editor, to residing in the OnLoad event. The generated code looks like this:
//
// Entity: account
// Form: Sales Form (Main)
//
function form_OnLoad() {
Xrm.Page.getAttribute("telephone1").addOnChange(formatPhoneNumber); // new_CommonFunctions
Xrm.Page.getAttribute("telephone2").addOnChange(formatPhoneNumber); // new_CommonFunctions
Xrm.Page.getAttribute("fax").addOnChange(formatPhoneNumber); // new_CommonFunctions
onLoad(); // new_account_main_sales.js
}
This is probably an edge-case for some Dynamics CRM Developers, but it saved me quite a bit of time when re-architecting the a fairly large CRM system.