Levelup For Dynamics CRM Save

Chrome, Edge Chromium and Firefox Extension for Dynamics CRM/365/Power Apps Power users

Project README

build

Summary

Chrome Extension for Dynamics CRM/365/ Power Apps Power users

Level up screenshot

Usage

You can install the extension on Edge, Firefox and Chrome.

Browser Store Link
Chrome https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam
Firefox https://addons.mozilla.org/en-US/firefox/addon/level-up-for-d365-power-apps/
Edge https://microsoftedge.microsoft.com/addons/detail/level-up-for-dynamics-365/mdjlgdkgmhlmcikdmeehcecolehipicf

Detailed Functionality

Form Actions

# Action What it does
1 Logical Names Displays logical names for fields, tabs and sections.
2 Clear Logical Names Restores the form to the original state, by removing the schema name textboxes.
3 Blur Fields Blurs all form fields and subgrids on the form.
4 Reset Blur Puts the form back in the default state with fields not blurred.
5 God Mode Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes read-only fields editable.
6 All Fields Displays values for all fields not in the current form
7 Changed Fields Highlights fields in the form that have been changed, but not saved yet.
8 Record URL Displays the current record URL in a dialog. The URL can be copied from the dialog and dismissed.
9 Record Id Displays the current record Id in a dialog. The Id can be copied from the dialog and dismissed.
10 Open Record in Web API Opens the current record in a new tab with Web API URL.
11 Refresh All subgrids Refreshes all the subgrids on the current form. It does not refresh the associated views.
12 Minimum values This is intended for use on a new record. It fills out minimum values for all required fields. Only the following field types are filled out automatically: Memo, String, Boolean, DateTime, Decimal, Double, Integer, Money and OptionSet.
13 Show Optionset values Updates all the OptionSet fields on the current form to show text as well the the value of the OptionSet.
14 Clone Record Use the record parameters functionality and display a new popup which is a clone of the current record. This clone does not include the child records.
15 Refresh + Autosave off Refreshes the current form without saving it. It also turns off the auto-save after refresh.
16 Toggle Tabs Collapses or expands the tabs in the form.
17 Processes & Business Rules Displays any workflows, actions and business rules for the current entity.
18 Record Properties Displays information about current record like Created By, Created On, Modified By, Modified on, Permissions and Owner.
# Action What it does
1 Open record By Id Displays a dialog to get the entity schemaname and record id. Once this is given, it opens a new popup to show the record.
2 New record Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to create a new record.
3 Open list Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to show the entity list.
4 Security Displays the security area from the sitemap.
5 System Jobs Displays the system jobs from the sitemap.
6 Solutions Displays the solutions area from the sitemap.
7 Process Displays the processes area from the sitemap.
8 Mailboxes Displays the mailboxes list.
9 Open Main Opens the CRM homepage (main.aspx) on a new window.
10 Advanced Find Opens Advanced Find in a new window.
11 Mobile Client Opens the mobile client (MoCA) in a new window.
12 Perf Diag Displays the performance diagnostics page. Primarily useful for assessing network performance. Refer https://mbs.microsoft.com/customersource/Global/CRM/learning/documentation/user-guides/PerformanceOptimizationsCRMOnlineSuccess.
13 Perf Center Displays the performance center page. Primarily used to assess slow form performance. Can be used in conjunction with DevTools. Refer http://blog.cobalt.net/blog/understanding-the-microsoft-dynamics-crm-performance-center
14 Instance Picker Displays the instance picker page (applicable to Dynamics CRM/365 Online only).
15 Power Platform Admin Opens admin.powerplatform.microsoft.com
16 Solutions History Display Solutions History page to see the list of solutions imported into the environment.

View Actions

# Action What it does
1 New window Displays the current grid (Saved Query) in a new window.
2 Quick Find fields Displays the search fields for the current entity that is displayed in the grid.
3 Blur Fields Blurs all columns in the currently displayed view.
4 Reset Blur Puts the view back in the default state with columns not blurred.
5 Open view in FetchXML Builder Opens FetchXML from current view and opens it in FetchXML Builder. This requires Application Protocol enabled in XrmToolBox.

Hamburger menu Actions

# Action What it does
1 Environment Details Displays information that can be used for support requests like TenantId, EnvironmentId, OrganizationVersion etc.
2 Environment Settings Displays some useful information about the current "Organization" you are connected to in a popup.
3 My Roles Displays the user roles, that you user record has.
4 User & Roles Displays the users and their roles.
5 My user Record Opens your "systemuser" record in a new window.
6 My Mailbox Opens your "mailbox" record in a new window.
7 Command Debugger Turns on command checker for the current Form or View.
8 Forms Monitor Turns on Forms Monitor. Refer https://powerapps.microsoft.com/en-us/blog/troubleshoot-forms-in-a-model-driven-app/ for more information.
9 Entity Metadata Displays Object Type Code, Collection Name, Change Tracking and Display Name of all entities

Impersonating another user

Confirm that you have Act on Behalf of Another User permission.

Step 1

Type couple of characters in user's username or fullname.

Step 1 - Impersonate

Step 2

If there are any results from the search you can select the user to impersonate

Step 2 - Impersonate

Step 3

You can start the impersonation by clicking on the Impersonate button. To stop the impersonation, you can click the Reset button.

Step 3 - Impersonate

YouTube Demo (Thank you Dynamix Academy)

YouTube Demo

Build instructions

$ npm install
$ npm build

This will build the solution for Chrome, Firefox and Edge

Version

Increments version number of manifest.json and package.json, commits the change to git and adds a git tag.

$ gulp patch      // => 0.0.X

or

$ gulp feature    // => 0.X.0

or

$ gulp release    // => X.0.0

Globals

The build tool also defines a variable named process.env.NODE_ENV in your scripts. It will be set to development unless you use the --production option.

Example: ./app/background.js

if(process.env.NODE_ENV === 'development'){
  console.log('We are in development mode!');
}

Credits

Open Source Agenda is not affiliated with "Levelup For Dynamics CRM" Project. README Source: rajyraman/Levelup-for-Dynamics-CRM
Stars
186
Open Issues
78
Last Commit
1 month ago
License
MIT

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