Discover rajyraman/Levelup-for-Dynamics-CRM Open Source project

Summary

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

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.

Navigation Actions

#	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 2

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

Step 3

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

YouTube Demo (Thank you Dynamix Academy)

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

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

$ 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!');
}

rajyraman/Levelup-for-Dynamics-CRM

rajyraman

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