Summary

Chrome Extension for Dynamics CRM Power users

Usage

Install the extension from Chrome Store. https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam

Detailed Functionality

Action	What it does
Logical Names	Displays logical names for fields, tabs and sections.
Clear Logical Names	Restores the form to the original state, by removing the schema name textboxes.
God Mode	Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes read-only fields editable.
Record Properties	Displays information about current record like Created By, Created On, Modified By, Modified on, Permissions and Owner.
Changed Fields	Highlights fields in the form that have been changed, but not saved yet.
Record URL	Displays the current record URL in a dialog. The URL can be copied from the dialog and dismissed.
Record Id	Displays the current record Id in a dialog. The Id can be copied from the dialog and dismissed.
Refresh All subgrids	Refreshes all the subgrids on the current form. It does not refresh the associated views.
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.
Show Optionset values	Updates all the OptionSet fields on the current form to show text as well the the value of the OptionSet.
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.
Refresh + Autosave off	Refreshes the current form without saving it. It also turns off the auto-save after refresh.
Toggle Tabs	Collapses or expands the tabs in the form.
Workflows & Business Rules	Displays any workflows and business rules for the current entity.
Copy Lookup	Copies the lookup field selected on the form
Paste Lookup	Paste the copied lookup field
Lookup in new window	Opens the selected lookup in a new window/tab
Customize	Opens the entity in the default solution. Do not use this solution to add new fields, unless you have changed the default publisher prefix, which is "new_"
All Fields	Displays values for all fields not in the current form
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.
New record	Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to create a new record.
Open list	Displays a dialog to get the entity schemaname. Once this is given, it opens a new popup to show the entity list.
Security	Displays the security area from the sitemap.
System Jobs	Displays the system jobs from the sitemap.
Solutions	Displays the solutions area from the sitemap.
Process	Displays the processes area from the sitemap.
Mailboxes	Displays the mailboxes list.
Open Main	Opens the CRM homepage (main.aspx) on a new window.
Advanced Find	Opens Advanced Find in a new window.
Mobile Client	Opens the mobile client (MoCA) in a new window.
My user Record	Opens your "systemuser" record in a new window.
My Mailbox	Opens your "mailbox" record in a new window.
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.
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
Instance Picker	Displays the instance picker page (applicable to Dynamics CRM/365 Online only).
New window	Displays the current grid (Saved Query) in a new window.
Quick Find fields	Displays the search fields for the current entity that is displayed in the grid.
Org Settings	Displays some useful information about the current "Organization" you are connected to in a popup.
My Roles	Displays the user roles, that you user record has.
User & Roles	Displays the users and their roles.
Emojis	Display the of emojis for copy pasting into CRM/Dynamics 365 Customer Engagement.

Functionality

Please watch this animation below for quick functionality intro.

YouTube Demo (Thank you @daryllabar)

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

• God mode adapted from original script by Paul Nieuwelaar
• Customize by Paul Nieuwelaar
• Form Properties by Jared Johnson
• Minimum values by Ahmed Anwar
• Display Logical Names adapted from original script by Chris Groh
• Performance Center by Benjamin John
• Rocket Icon by Jerry Low
• Chrome extension kickstart yo generator by HaNdTrix
• Unicode.org Emoji list v5
• Copy Text to Clipboard by Sindre Sorhus