This repository is no longer maintained. Please use the main repo for the extension which can build for the various platforms -> https://github.com/rajyraman/Levelup-for-Dynamics-CRM
Edge Extension for Dynamics CRM/365 Power users
![Level up extension screenshot](/screenshots/Screenshot Main.png "Screenshot")
After downloading the source as a zip file, extract the zip file into a folder. Then Install the extension by enabling "Developer features". Refer https://developer.microsoft.com/en-us/microsoft-edge/platform/documentation/extensions/guides/adding-and-removing-extensions/. After installing the extension use the "Show button next to address bar" functionality to see the extension button.
![Show extension button](/screenshots/Show extension button.png "Show extension button")
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. |
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. |
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. |
Please watch this animation below for quick functionality intro.
![Level up extension introduction](/screenshots/Functionality Quick Intro.gif "Functionality")
YouTube Demo (Thank you @daryllabar)
- God mode adapted from original script by Paul Nieuwelaar. (https://paulnieuwelaar.wordpress.com/2014/07/30/activate-god-mode-in-crm-2013-dont-let-your-users-see-this/)
- Form Properties by Jared Johnson (http://www.magnetismsolutions.com/blog/jaredjohnson/2014/08/03/dynamics-crm-2013-resurrecting-the-form-properties-window-with-bookmarklet)
- Minimum values by Ahmed Anwar (http://www.magnetismsolutions.com/blog/ahmed-anwar's-blog/2014/12/8/microsoft-dynamics-crm-2013-populating-required-fields-with-bookmarklets)
- Display Logical Names by Chris Groh (http://us.hitachi-solutions.com/blog/2014/10/27/showing-entity-logical-names-on-form/)
- Performance Center by Benjamin John (http://www.leicht-bewoelkt.de/en/dynamics-crm-bookmarklets-v2)
- Rocket Icon by Jerry Low - (https://www.iconfinder.com/jerrylow)