Automatic Documentation of Dynamics 365 deployment

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Posted on by Richard_S

Hi everybody,

does anyone know a way to automatically extract information from your dynamics 365 system other than xrmcoaches' SnapShot?

I am looking for a solution which automatically lists information of a specific DYN365 instance such as:

-Entities

-Fields

-Views

-Solutions

-Security roles

-workflows

-Plugins

-etc.

I'd be glad about any suggestion! Thanks in advance!

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Other

Customization / Solutions / SDK and API

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Richard_S 75 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Thanks for your help! I am already using it :) But for documentation purposes we are looking for more information to extract from the system.
Richard_S 75 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Hi Kokulan,

it doesn't have to be a free tool. But thanks for your hint I have had the same idea and checked the XRM Toolbox. But we are rather looking for a all-in-one solution.

But thanks for your help!

Richard
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Kokulan 18,050 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Hi

I don't think there is any free tool that allows you to extract the same amount of detail as the Snapshot

For entities and attribute documentation, you can use the following tool XrmToolBox plugin

But you can actually build your own query to do this using the following XrmToolBox plugins, please see the details below

Use Meta Data browser plugin to get any entity or field name you want to get (especially of the ones that are normally hidden from Advance find or other UI areas)

Build your query to get each of those items you mentioned above using FetchXMLBuilder - if you do not know attributes you want, don't include any attribute in your FETCH and results will return all the columns and then you can pick the ones you need

Use the query you built using FetchXML Builder in Export To Excel plugin to save it to excel file.

I know you have to build your FETCH query but it's not that hard, the benefit is you have full control over what the output should be

Hope this helps
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PekkaSahlsten 827 on at

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RE: Automatic Documentation of Dynamics 365 deployment

For generating an ERD of your instance XrmToolBox has a nice Entity Relation Diagram Creator, see: www.xrmtoolbox.com/.../JourneyIntoCRM.XrmToolbox.ERDPlugin
Johnny Gong 6,482 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Hello Richard,

Sure. If you find DES could work normally as mentioned. Pls kindly mark any helpful response to close the ticket. :)

Best Regards

Johnny
Richard_S 75 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Hello Johnny,

Thanks for your reply. As far as I understood, DES is more for the purpose of export rather than automatically create documentation for a System. But I will a have a further look into the details.

Thanks for your help!

Richard
Johnny Gong 6,482 on at

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RE: Automatic Documentation of Dynamics 365 deployment

Hello Richard,

I would recommend DES to you to help quickly set up data replication to a destination database with export profiles in a matter of a few minutes. Each export profile provides an easy ability to choose a set of entities to replicate data from Dynamics 365 to a destination database and thereafter the entire data is available in tables automatically created in the destination database.

Metadata changes such as addition or modification of fields are automatically synchronized.

More detailed article could be referred to this article:

blogs.msdn.microsoft.com/.../introduction-to-dynamics-365-data-export-service

docs.microsoft.com/.../data-export-service

Download from: appsource.microsoft.com/.../mscrm.44f192ec-e387-436c-886c-879923d8a448

Best Regards

Johnny