Hi Everyone, I’ve released a new version (4.1) of SnapShot!, my documentation tool for Dynamics CRM. Here are some of the changes: Enhanced security privileges by entity The security privileges by entity report has been enhanced and an issue corrected that did not report a security role properly if the role had no privileges assigned […]
Continue readingHi Everyone, Version 4.0 of SnapShot! is now live. This is the most major update I’ve made in quite a while with so many adjustments that I am skipping versions 3.8 and 3.9 and moving straight to v4.0. The following changes and additions have been made to SnapShot! New Reports Access Team Templates Themes Positions […]
Continue readingMy Dynamics CRM documentation tool, SnapShot!, version 3.7 is now available. This version includes the following enhancements and corrections: Compatibility with Dynamics CRM 2015 Online Update 1 The Entity and Field reports now have the GUID for each which I have found very useful when troubleshooting solution import issues. Organizations with a large amount of […]
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 readingContracts within Dynamics CRM can sometimes be a little peculiar to work with. Case in point: You must have at least one Contract Detail record associated with the contract in order to make it function properly. The issue there is that some companies don’t actually care about detail lines, but they have to have them […]
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