System Documentation Generation for Dynamics CRM and PowerApps.

Using Power Docs you can save hours of manual labor and have your system documentation in about 30 minutes.

Features

Customization Reports

Can you say kitchen sink? We don’t just stop with metadata. The customizations reports dig deep into Dynamics 365/CRM and PowerApps environments to help you understand your system from the inside out.

Security Reports

The security reports have extensive levels of detail about your system security configuration. It documents everything related to security and creates reports that resemble the Dynamics CRM/365 interface, so they are easily consumable by others with Dynamics knowledge.

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Administration and Business Management

The most useful administration and business management settings at your fingertips so you can peer into hidden system settings and configuration.

Developer Analysis Reports

Developer reports are targeted at technical resources to help solve specific kinds of problems that come up on projects. The Automation Testing Matrix report for example identifies all of the events that can happen to an entity or field. This list can be used to assist your quality assurance efforts when testing changes.

Use Cases

Project Documentation

Deliver up to date system documentation for your projects at the end of each sprint or development cycle.

System Upgrades

Dive into existing system components and export JavaScript files to speed up your team’s discovery process for upgrade projects.

System Administration

Use Power Docs reports to examine and manage system/user settings or examine existing system configurations.

Technical Assessments

Allow your technical resources to quickly survey system configuration and business automation for health and architecture assessments.

Security Compliance

Generate detailed business unit, team and user security reports allowing you to examine your security model and comply with security auditing.

Troubleshooting

Utilize detailed report information to troubleshoot system and user issues that aren’t possible without writing code or using manual methods.

Frequently Asked Questions

Report Generation

There are several reports that will help in this case: Entities, Fields, and Relationships. All of the relevant Dynamics CRM/365 metadata will be extracted and added to various Excel worksheets.

We have three reports for web resources:

The Web Resources report lists all web resources within the organization.
The JScript Library report lists the Entities and Forms where each JScript Library is used.
The JScript Function Reference report documents each Form Event within the organization and what function is being called for that event.

The User Privileges reports show what security has been applied to the user after their personal and team security roles have been taken into consideration.

Power Docs uses an Dynamics CRM/365 SDK call to actually perform this query, then creates a report that resembles that of the Security Role report so that you can easily understand what is what.

Finally, the raw User Privilege data can be extracted should you need to perform a programmatic or other type of analysis of the data.

There are reports for each that contain the most relevant information about each entity type.

Custom security roles and their privileges are documented and look exactly like the forms with Dynamics CRM – right down to the colored circles.

In addition, all of the raw privilege data can also be captured for comparison from one version to the next and from one security role to another.

Unfortunately, just the basic configuration information. The information that makes up the actual steps, stages, etc., is encoded and is not documented by Microsoft. Over the years I have made several attempts at producing documentation but so far, all of my results have failed to be reliable, given the variety of environments and versions currently available.

Licensing and Usage

While you do not have to have the System Administrator Role, it really does help because some parts of Dynamics CRM/365 are only accessible by Administrators.

Yes. There is no technical difference between the two environments besides the initial authentication, which will vary depending on the connection method.

Power Docs is licensed by the Dynamics CRM/365 organization/environment so an unlimited number of users may use the software.

This is great if you have different teams or business analysts who are working within the same Dynamics 365 system but are on different projects.

Power Docs can connect to an unlimited number of Dynamics CRM/365 organizations. You just have to have a valid license file for each organization to which you connect.

Testimonials

KPMG Australia uses Power Docs on all our Dynamics 365 Customer Engagement projects using our global partner license. Power Docs enables us to quickly and automatically document our clients’ system configuration customizations in a couple of minutes as a regular step in our agile release process. Having accurate and up-to-date system documentation easily available builds confidence in every client that KPMG is a trustworthy partner able to support and enhance their most complex business solutions.

Neil Benson

Director of Customer Engagement, KPMG Australia

I have been a Power Docs Customer since version 2.3, and it has saved me countless hours I would have spent digging through various sections of Dynamics CRM as well as adding a complete-ness to my monthly backups. I have complete documentation for custom security roles, workflows, duplicate detection rules and more. You get the peace of mind knowing that you have all of your organization’s specific settings in one easy-to-access location, and the comfort of having that information in a user-friendly format for analysis. If you are going to administer Dynamics CRM, you have to use Power Docs – period!

Robert McAnally

CRM Administrator, BizNetSoftware

Power Docs is the most thorough Microsoft Dynamics 365 / CRM documentation tool that I have ever used. When engaging with a new client, planning for an upgrade, or documenting the completion of a project I find it indispensable. I am particularly fond of its ability to identify all the JavaScript resources, including where they are used. Its ability to document a system’s security configuration is also unparalleled. For the amount of time and energy it saves, Power Docs is a great value! Test

Aron Fischman

Senior Consultant, xRM Edge LLC

Socius uses Power Docs as we acquire new Dynamics CRM/365 clients and in upgrade situations. It helps us understand the complexities and customizations before we upgrade or redesign a system. Over the past year it has saved us, and our clients, significant time and effort to analyze new systems.

Meghan Reed

CRM Consultant, Socius

Pricing

Free
$0

Basic reports output
Any environment
Always free

Pro
$1,999/year

Full reports output
1 year license
Unlimited Users

Reports Overview and Samples

Depending on the options selected Power Docs can generate a large volume of different reports. Download a set of sample reports to see the various kinds of documentation that can be generated with the Power Docs tool.

Sample Reports

Get your free version today!

Once you download your free version of Power Docs, you’ll have the ability to connect to your Dynamics 365 CRM or PowerApps environments.

Getting Started

Download the MSI installation file to your PC
Connect to your target environment
Click on the generate report button

Go to the full page to view and submit the form.