New CRM documentation tool to be released this week

Hi Everyone,

Sometime this week I'll be releasing SnapShot! for Dynamics CRM 2011.

Overview

I work with organizations all of the world and find it necessary to to collect as much information about the CRM installation as possible, in order to educate myself as to what has been done to the system so that we can accomplish whatever goal was established when I was first brought in.

This is the tool that I created to solve that problem.

SnapShot! documents the following Dynamics CRM 2011 components:

  • System Settings
  • Entities
  • Fields
  • Relationships
  • Views
  • Forms
  • Option Sets
  • Field Security
  • Solutions
  • Web Resources
  • Plugins
  • Processes
  • Templates
  • Business units
  • Users
  • Teams
  • Queues

The output consists of an Excel worksheet containing most of the data and a Word document that lists the security role privileges.

 

Pricing

SnapShot! will be priced at $49 per CRM organization.

 

Sample Report

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 CRM organizations have. This should give you a good feel for the data being extracted.

 

Feedback

If you have any suggestions or comments, please drop me an email:

mitch at crmaccelerators dot net

 

Otherwise, stay tuned!

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