When we develop, debug or administer Dynamics 365 (CRM) solutions , a handy tool that we all come across is the “XRMToolBox” . It offers many tools that can make our consulting life very easy . I recently came across another fantastic tool that we can use in our day to day CRM work. With this article I am going to give an introduction to it , look at how we can get it up and running.
So, let’s look at the Add-In, how get it installed and what are its features.
What is Levelup-for-Dynamics-CRM ?
Basically, this tool provides a list of shortcuts to a variety of actions that we usually perform when Developing, Debugging or Administrating CRM environments. e.g.
- Get the logical names of all the fields in a form
- Get the Record ID or URL
- Look at all the Workflows & Business Rules associated with the current entity.
Below is a table of the detailed functions the Add-in provides
|Action||What it does|
|Logical Names||Displays logical names for fields, tabs and sections.|
|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.|
What do we Need?
- A CRM instance for obvious reasons 😊
- Google Chrome Web Browser.
How to Install It?
- Navigate to Chrome Web Store (https://chrome.google.com)
- Search for “Level up for Dynamics CRM/365”
- Click on the “Add to Chrome” Button
- A new Button will be added to the Google Chrome Web Browser.
- Click on the button and all the available features will be displayed
Hope this article will help you in your day to day consulting work . If there are any questions please feel free to email or comment.