XrmToolSuite.SharingAnalyzer 1.2026.7.10

.NET Framework 4.8 This package targets .NET Framework 4.8. The package is compatible with this framework or higher. 
dotnet add package XrmToolSuite.SharingAnalyzer --version 1.2026.7.10
                    


                    

                
NuGet\Install-Package XrmToolSuite.SharingAnalyzer -Version 1.2026.7.10
This command is intended to be used within the Package Manager Console in Visual Studio, as it uses the NuGet module's version of Install-Package. 
<PackageReference Include="XrmToolSuite.SharingAnalyzer" Version="1.2026.7.10" />
For projects that support PackageReference, copy this XML node into the project file to reference the package. 
<PackageVersion Include="XrmToolSuite.SharingAnalyzer" Version="1.2026.7.10" />
                    


                            Directory.Packages.props
                        

                    

                
<PackageReference Include="XrmToolSuite.SharingAnalyzer" />
                    


                            Project file
For projects that support Central Package Management (CPM), copy this XML node into the solution Directory.Packages.props file to version the package. 
paket add XrmToolSuite.SharingAnalyzer --version 1.2026.7.10
                    


                    

                
#r "nuget: XrmToolSuite.SharingAnalyzer, 1.2026.7.10"
#r directive can be used in F# Interactive and Polyglot Notebooks. Copy this into the interactive tool or source code of the script to reference the package. 
#:package XrmToolSuite.SharingAnalyzer@1.2026.7.10
#:package directive can be used in C# file-based apps starting in .NET 10 preview 4. Copy this into a .cs file before any lines of code to reference the package. 
#addin nuget:?package=XrmToolSuite.SharingAnalyzer&version=1.2026.7.10
                    


                            Install as a Cake Addin
                        

                    

                
#tool nuget:?package=XrmToolSuite.SharingAnalyzer&version=1.2026.7.10
                    


                            Install as a Cake Tool

🔓 Sharing Analyzer

An XrmToolBox plugin that scans PrincipalObjectAccess (record-level sharing) scoped by table, decodes access-rights masks, and flags excessive or stale sharing — with a table × principal intensity view and preview-only cleanup recommendations. Read-only — the tool performs no revoke or mutation.

Features

Area What it analyzes
Scoped sharing scan Scoped by table by default (a checked-list table picker, with an optional principal filter); a full-environment scan requires an explicit opt-in that warns first. Paging via RetrieveAll off the UI thread with progress and cancellation; per-table read failures degrade to an Info note
Shared-records view A grid of shared records by table showing who shared with whom and the granted access rights — accessrightsmask decoded to named rights (Read/Write/Append/AppendTo/Create/Delete/Share/Assign) and summarized compactly (e.g. R/W/D); access-rights summary cards show the score, totals, and the mix of granted rights
Risk detection Excessive sharing (> threshold principals per record) → High; sharing with inactive users → Medium; sharing with disabled/empty teams → Medium; statistical-outlier records → Medium; users with unusually high inbound shared access (default > 500 records) → Medium. Findings roll up to a composite score/band via ScoreCalculator
Intensity visualization A ranked, heat-shaded table × principal grid of (table, principal, share-count) so hotspots are visible without reading every row (no external charting dependency)
Cleanup recommendations A preview-only list of recommended cleanup actions — the tool never revokes or mutates shares

The SDK-free logic (AccessRights, SharingModels, SharingRiskRules) is unit-tested; the collector, UI, and exports are covered by manual cases.

Exports

Excel, PDF, JSON, HTML, and CSV. Excel/PDF/JSON go through the shared reporters; HTML/CSV via BCL writers. Export runs off the UI thread via a SaveFileDialog.

Help & Support

A Help button (right of the toolbar) opens a Help & Support dialog with Documentation, Report an issue, and a support link, each opened via Process.Start. The control implements IHelpPlugin and IGitHubPlugin, so XrmToolBox's own tool-menu links resolve to the same GitHub project (kkora/XrmToolSuite).

Build & install

On the machine that runs XrmToolBox, build straight into the Plugins folder:

dotnet build src\Tools\XrmToolSuite.SharingAnalyzer\XrmToolSuite.SharingAnalyzer.csproj -c Release -p:DeployToXTB=true

Restart XrmToolBox and open Sharing Analyzer.

This tool is not single-DLL: it ships the Excel/PDF export dependency chain — the tool DLL plus its 17 ClosedXML/PdfSharp-MigraDoc-GDI dependency DLLs — flat in the Plugins root (never a subfolder), or XrmToolBox silently drops it from the Tools list. The one-step build above copies the whole chain for you.

See ./DEPLOYMENT.md for manual-install steps and troubleshooting, and the suite-wide Deployment_Guide_XrmToolBox.md for the full DLL list and export-tool guidance.

Usage

  1. Connect to your Dataverse environment (System Customizer or higher recommended).
  2. Pick the tables to scan (and optionally a principal filter); a full-environment scan needs an explicit opt-in.
  3. Run the scan — progress and cancellation are supported.
  4. Review the shared-records grid, summary cards, risk findings, and the table × principal intensity view.
  5. Export to Excel, PDF, JSON, HTML, or CSV.

Notes & limitations

  • Read-only: cleanup recommendations are preview-only; the tool performs no revoke or mutation. If a revoke action were ever added it would require an explicit confirmation dialog stating scope and record count (suite rule 8).
  • Exports carry findings plus aggregate metrics only — not a raw dump of every share — so full principal lists are not leaked.
  • Scan scoping and thresholds keep the read within Dataverse service-protection limits.
Product Compatible and additional computed target framework versions.
.NET Framework net48 is compatible.  net481 was computed. 
Compatible target framework(s)
Included target framework(s) (in package)
Learn more about Target Frameworks and .NET Standard.

NuGet packages

This package is not used by any NuGet packages.

GitHub repositories

This package is not used by any popular GitHub repositories.

Version Downloads Last Updated
1.2026.7.10 174 7/11/2026
1.2026.7.9 119 7/11/2026
1.2026.7.8 124 7/11/2026
1.2026.7.7 124 7/11/2026
1.2026.7.6 118 7/10/2026
1.2026.7.5 111 7/9/2026
1.2026.7.3 117 7/7/2026

1.2026.7.10: Package health - deterministic CI builds with SourceLink and embedded symbols (PDB inside the DLL), and the package now links its GitHub source repository. No functional change to any tool.