Hello,
We are currently preparing the migration of the Maximizer CRM used by a company merging with ours, using Dynamics CRM 4.
I would like to know how I can have a complete overview of all the fields and related details in any entity.
For example, I would like to know if there is any easy way to retrieve in the Opportunities all the fields name, types (varchar / picklist/ boolean...), values (picklist values), mandatory status, etc.
I know that I could manually open the Entity and check every field, or go to the customizations and check them, but I'd like a tool which can do it and summarize everything in a file (Excel would be the best).
Does anyone know about a tool like this or have a method to do it?
Thanks !