I modified the Security Role and User Privilege reports and added a Table of Contents as well as a footer with a page number. This should help navigating the document a little easier. The sample reports have been updated. For more information, please visit the SnapShot! product page. Also, if you have any suggestions for […]
Continue readingSnapShot! version 1.3 has been released. The update includes a new report as well as some corrections to the Security Role report. Both the documentation and sample reports have been updated. Additions: I added a report that will show the security privileges for each user. This is the combination of all of their security […]
Continue readingThe CRM Engineering for the Enterprise has released a new white paper. You may download it here: http://www.microsoft.com/en-us/download/details.aspx?id=36056 Overview There are a number of complexities associated with implementing large-scale CRM projects in Enterprise business scenarios. In these situations, using multiple tenants in Microsoft Dynamics CRM 2011 can help to address several typical challenges, […]
Continue readingI’ve just released a new version of my SnapShot! CRM documentation tool. I created some additional documentation to help you better understand the output. You can download the documentation (PDF) here. While writing the documentation, I found I was not happy with either the data that I was writing to the Excel worksheet or some […]
Continue readingAs I am working on an update of my SnapShot! documentation tool, I realized that most people understand the values of Yes and No better than True or False, so I modified the output so that I replaced the word True with Yes and False with No. That works great and I think it actually […]
Continue readingHi Everyone, Version 3.1 of the CRM Data Explorer has been released. You can download the new version here: http://www.crmaccelerators.net/products/crm-data-validation-2/crm-data-explorer-download-trial-request/ This release is mainly to correct connection issues with Office 365 and CRM On Premise with ADFS. If you had connection issues with the previous version, I would suggest you download the new version and […]
Continue readingI had several request for a version of SnapShot! that did not require a license for each organization which it was connected to. SnapShot! Ultimate can connect to any number of CRM Organizations. Read more about it on the SnapShot! product page. A Minor Update I added an additional report to the Excel document […]
Continue readingOccasionally, I find myself wasting time because I didn’t check all of my facts. I ran into an issue today where I was getting the strangest error trying to assign a Contact to a specific user. I checked and rechecked their security role, restarted IIS, etc., but still this error persisted. Here is the error, […]
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