The Dynamics CRM 2011/2013 object model allows you to define events using configuration, through the user-interface, or via code, using JavaScript. In some cases, mostly dependent on your requirements and coding-style, it is advantageous to switch from the normal user interface-configuration to using JavaScript. One reason to do this is to centralize your event management. […]
Continue readingVersion 2.0 of SnapShot! is now available. Visit the SnapShot! product page to download the sample reports and get more detailed information. With this update, I’ve added a report that will dump the raw Security Role data returned by CRM. Several people have requested access to the raw data, instead of having the pretty Word […]
Continue readingSnapShot! v1.9 is now available. The following changes have been made in this release: 1. An Active? column has been added to the Users list to indicate that the user is enabled or disabled. 2. A User Count column have been added to the Security Role, Business Unit, and Team reports. 3. A new column […]
Continue readingI made a change to how the Entities are extracted from Dynamics CRM. Previously, the Entity had to have the CanAddAttributes flag set to true but using this setting left certain Entities out of the list. I’ve modified it to extract any Entity with the IsCustomizable flag set to true. Thanks to Jerry Weinstock for […]
Continue readingVersion 1.7 of the Dynamics CRM documentation tool, SnapShot! has been released. Visit the product information page for details and to download a sample report. Change in this version include: JScript Library Usage Report This report shows what libraries are referenced by which forms: JScript Function Reference Report The Function Reference report has been […]
Continue readingI’ve made a few enhancements to SnapShot! over the past week or so: 1. I’ve added an optional Pack and Go feature that will compress the generated report files into a .ZIP file for easy transport or archiving. 2. The JScript Web Resource report has been modified to provide more information about JScript web resource […]
Continue readingThis release adds a new set of reports I am calling View Detail which documents the detail found within each system view. The report looks something like this: We’ve also changed the manner in which documents are generated. In SnapShot! 1.5, all documents in Microsoft Word format are now individual files instead of […]
Continue readingI 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 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 readingThe ultimate documentation tool for Dynamics CRM 2011 extracts and consolidates the following components: System Settings Entities Fields Relationships Views Forms Option Sets Security Roles Field Security Solutions Web Resources Plugins Processes Templates Business units Users Teams Queues Pricing SnapShot! will be priced at $49 per CRM organization. For More Information Visit the […]
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