Customisation, Customisation, Dynamics 365, Dynamics CRM

Another Swiss Knife for D365 (CRM) – Levelup-for-Dynamics-CRM

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.

The tool is called “Levelup-for-Dynamics-CRM” and it is a Google Chrome Add-in/ extension . The Add-in is built by a well known MVP in Australia “Natraj Yegnaraman” .

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.

  1. Get the logical names of all the fields in a form
  2. Get the Record ID or URL
  3. Look at all the Workflows & Business Rules associated with the current entity.

Below is a table of the detailed functions the Add-in provides

Detailed Functionality

ActionWhat it does
Logical NamesDisplays logical names for fields, tabs and sections.
God ModeMakes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes read-only fields editable.
Record PropertiesDisplays information about current record like Created By, Created On, Modified By, Modified on, Permissions and Owner.
Changed FieldsHighlights fields in the form that have been changed, but not saved yet.
Record URLDisplays the current record URL in a dialog. The URL can be copied from the dialog and dismissed.
Record IdDisplays the current record Id in a dialog. The Id can be copied from the dialog and dismissed.
Refresh All subgridsRefreshes all the subgrids on the current form. It does not refresh the associated views.
Minimum valuesThis 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 valuesUpdates all the OptionSet fields on the current form to show text as well the the value of the OptionSet.
Clone RecordUse 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 offRefreshes the current form without saving it. It also turns off the auto-save after refresh.
Toggle TabsCollapses or expands the tabs in the form.
Workflows & Business RulesDisplays any workflows and business rules for the current entity.
Copy LookupCopies the lookup field selected on the form
Paste LookupPaste the copied lookup field
Lookup in new windowOpens the selected lookup in a new window/tab
CustomizeOpens 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 FieldsDisplays values for all fields not in the current form
Open record By IdDisplays a dialog to get the entity schemaname and record id. Once this is given, it opens a new popup to show the record.
New recordDisplays a dialog to get the entity schemaname. Once this is given, it opens a new popup to create a new record.
Open listDisplays a dialog to get the entity schemaname. Once this is given, it opens a new popup to show the entity list.
SecurityDisplays the security area from the sitemap.
System JobsDisplays the system jobs from the sitemap.
SolutionsDisplays the solutions area from the sitemap.
ProcessDisplays the processes area from the sitemap.
MailboxesDisplays the mailboxes list.
Open MainOpens the CRM homepage (main.aspx) on a new window.
Advanced FindOpens Advanced Find in a new window.
Mobile ClientOpens the mobile client (MoCA) in a new window.
My user RecordOpens your "systemuser" record in a new window.
My MailboxOpens your "mailbox" record in a new window.
Perf DiagDisplays the performance diagnostics page. Primarily useful for assessing network performance. Refer https://mbs.microsoft.com/customersource/Global/CRM/learning/documentation/user-guides/PerformanceOptimizationsCRMOnlineSuccess.
Perf CenterDisplays 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 PickerDisplays the instance picker page (applicable to Dynamics CRM/365 Online only).
New windowDisplays the current grid (Saved Query) in a new window.
Quick Find fieldsDisplays the search fields for the current entity that is displayed in the grid.
Org SettingsDisplays some useful information about the current "Organization" you are connected to in a popup.
My RolesDisplays the user roles, that you user record has.
User & RolesDisplays the users and their roles.

What do we Need?

  1. A CRM instance for obvious reasons 😊
  2. Google Chrome Web Browser.

 How to Install It?

  1. Navigate to Chrome Web Store (https://chrome.google.com)
  2. Search for “Level up for Dynamics CRM/365”
  3. Click on the “Add to Chrome” Button
  4. A new Button will be added to the Google Chrome Web Browser.
  5. 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.

Sahan Wijayasekera

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