Is anyone documenting customizations?

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Posted on by John Cogovan

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Just wondering if anyone is documenting customizations for their Dynamics CE and how they are doing it? Looking for ideas. We have a need to track required fields, relationships, workflows, etc.. and am having trouble finding a good methodology for documenting these things and storing them.

Thoughts?

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razdynamics 17,308 User Group Leader on at

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Hi John, the XRMToolbox allows you to generate a Word and Excel Document of Attributes and form customisations. There is also the ability to generate Workflow documents but they are not so granular at capturing the logical steps.

At some point I believe auto Viso documentation will be supported for all your documentation requirements for CDS and Flows etc but until then the Free XRMToolBox is widely used. There are also some 3rd party products that cater for this that you would have to pay for. Do feel free to let me know if you need any further assistance? Thanks!

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