rajyraman / levelup-for-dynamics-crm Goto Github PK

Add actions for Portal Admin center, Clear cache

http://screencast.com/t/np1P4lF96X

Result from service calls (Org settings & my roles) are passed in the url of popup. Update this to use getViews and all the org settings can be displayed instead of a select few.

https://developer.chrome.com/extensions/extension#method-getViews

Unified forms have different selectors for label and control, not "_c" and "_d" anymore.

lookup type is required only for customer and owner lookup types. Including this causes error with the clone popup. Ref: https://msdn.microsoft.com/en-us/library/gg334375.aspx#BKMK_SetLookupFieldValues

I think there is a small code defect exists in the extension. As mentioned in #14, generated URL of mobile client looks like: https://crmtest.com/nga/main.htm?org=ORG&server=%20https://crmtest.com/ORG

But %20 in the URL is not necessary. It could be just https://crmtest.com/nga/main.htm?org=ORG&server=https://crmtest.com/ORG It would be much cleaner.

1. PrimaryEntity has to be name instead of OTC.
2. OptionSets value is in "Value" property
3. Ordering of results attributes is different from select

Trying the Dirty Fields method.
In my case two attributes are found to be dirty, but they are not highlighted, instead an alert informs that those two attributes will not be saved.
I guess this line fails: https://github.com/rajyraman/Levelup-for-Dynamics-CRM/blob/master/crmmethods.js#L153

When you view a grid you should be able to quickly find out what the find columns are to confirm that quickfind is looking into the right columns.

A useful bookmarklet, see https://dreamingincrm.com/2016/12/30/bookmarket-copy-and-paste-lookup/

It would be nice if the Show logical names function also showed the logical (technical) names of tabs, sections and webresources too.

When a form is open add a command to show all the plugins, workflows and business rules that run on the entity.

Another sweet feature to this goodiebag would be a method to automatically populate required fields on a form with random data.
More than once I have cursed when having to fill in a bunch of fields, just to test creating a new record.
Having a button filling in all the empty required fields for me would save my day! And the next day probably.

Hello,

I am not sure if this one is possible as I don't know if the specific form is URL addressable but I figured I'd ask in case you knew how to get to it. In CRM 2011, you used to be able to from an entity form, using the ribbon, open the entity customization screen. It seems likely that the ability to navigate to a URL to get to that entity customization screen may still exist in the newest versions.

Essentially I would want that ability back in the form of a quick navigation link from the Level Up extension, it would call the Xrm.Page.data.entity.getEntityName() to determine what entity type you were on (if on a record instance page, it would not be available elsewhere) and then open up the generic customization page to that entity.

It would be cool it the record id didn't include the curly braces. For example, using the record id in in a Web API request requires stripping them off.

Irrelevant areas should not be shown. e.g. when the user is viewing a grid form area should not be visible.

Hi, have you looked at testing the extension for Edge and listing it in the windows store?

Hi,

I am wondering is it possible to edit fields on an activated contract in God Mode as when I try I receive the following error "The status of the contract does not allow this action. If you contact support, please provide the technical details."

I have V1.9 Beta installed and the Forms area seems to be missing. When I click on the extension it starts with Navigation.

Hi,

There is a error I've noticed frequently, that when trying to edit values in God Mode and if we even accidentally click inside multiline textbox or edit it's value, the record cannot be saved. Tested in Chrome.

Thanks,
Imran

Role Id is displaying name and name is displaying id. There should be a link to Role.

It's a bit misleading that extension is enabled everywhere and does nothing on websites which are not Dynamics CRM.



I believe it should be possible detect is current web-site is CRM or not. Either by analyzing headers (at least you can tell wherever this site ASP.NET or not), location (all CRM Online installations are easy detectable based on domain name), or by probing CRM endpoint locations, will you get 404 or not.

Dates are displayed date /Date([INT])/. This should be converted to show a human readable date. This behaviour happens in CRM2015 only, not with the WebAPI endpoint.

Add action in form area to collapse and expand all tabs

It will be better on second time click on add-on button it should rollback their changes. Should not required to refresh each time.

Add two more columns: Business Unit, AD name along with role and user name.

Don't overwrite all required fields. Just required and empty only.

Hi Natraj,



I think toggling Logical Names button should show again the previous display names. Clicking Logical Names button once shows correctly the underlying schema name; but clicking again the schema names are repeated and it fills up the screen. Can you give a toggle button or something like that.



Still awesome work done though !!! Thank you,



- Prashant

Hello - this is Jason, I make CRM REST Builder. I noticed with this most recent update you changed something with how your scripts get loaded, as it turns out we're both using Sdk.Soap.min.js. The issue is mine is a slightly older version (and maybe had a tweak or two besides, I can't remember now) but now that your version appears to be loading last my code is then hitting your copy and causing an error.

Was wondering if maybe we can't put our heads together and figure out a way around this?

Is it conceivable to maybe change the Sdk namespace name in your implementation to something else? I'm hoping that wouldn't be too much effort and then we'd avoid collisions.

Thoughts?

noticed after updating to u2 that Level Up, clone at least, no longer works. Is this a known issue?

I can still see Navigation, Grid and Service Calls, but the entire Forms section (including my most-used God Mode) is gone. I tried deleting and reinstalling the extension, but had the same result. Thanks for your help.

Assign labels through URL params and also grab the version info.

e.g. https://github.com/rajyraman/Levelup-for-Dynamics-CRM/issues/new?title=Level%20up%20v2.5.1:&body=this is a test&labels[]=bug&labels[]=question

Hi,

Love feature of quickly getting mobile client URL on desktop browser. But recently (8.2) it seems to be not representative anymore.

URL is opened no issues, but it seems to be not complying Available on mobile checkbox (maybe it's named a bit differently, I'm using Swedish localization). So it is not representing exact same behavior as mobile anymore. Available on mobile could be unchecked, but it still will be present on mobile client on desktop browser. While missing on real mobile.

I've tried several obvious tricks — changing screen resolution and user agent, but so far nothing. Definitely it's not a problem of LUDC extension, but it would be nice to have this feature working back again somehow (as soon as we somehow find out which criterion is used for identifying real mobile client).

Hope it's not checking my phone number in background...

For instance the value for attribute "Topic" at opportunity level is replaced with "string". The error message "Value is not an array" is displayed.

Display an information message if this is run against an update form.

When you start Open record by id action and press Cancel on first prompt, extension disregards this command, shows second prompt, and then opens new tab with error (what is expected in this case, since no entity name or entityid was given).



Desired behavior: obey Cancel command and stop execution of the action.

Hi Very nice tool. But there is a bug. We are using on premise CRM 2016. and the tool doesn't work. and I found the bug is from here.

var cleanedClientUrl = clientUrl.lastIndexOf(orgUniqueName) === -1 ? clientUrl : clientUrl.substr(0, clientUrl.lastIndexOf('/'));

Our URL is: https://abc.hostingcompany.com
After the above line, cleannedClientUrl becomes https:/ --> this is a bug

Because event.origin is not equals to cleanedClientUrl, and it causes the script to return.

Can this be fixed so that onpremise user will be able to use this great tool.

Should ignore "_metadata" key that is returned by the SOAP endpoint.

Hi,

when trying to use "Level up" with Dynamics 356 Customer Engagement 9.0, it doesn't work as expected. The button highlighting is way off, and when trying to click a button, another button is clicked.

Using a trial version.
If I try the Sales nav app, then Level up is disabled.

/Rickard

I just noticed that redirect on mobile clients works incorrectly on my on-prem environments. For example:

https://crmtest.com/ORG/main.aspx redirects to https://crmtest.com/nga/main.htm?org=ORG&server=%20https://crmtest.com

Which is incorrect, proper URL would be: https://crmtest.com/nga/main.htm?org=ORG&server=%20https://crmtest.com/ORG

Note organization name in the end of URL.

Online environments works as it should without mentioning organization in the end of URL.

Currently user is required to provide exact name of the entity to open. While it should be possible to retrieve metadata from a CRM server and provide user suggest-as-you-type combo box, which will help to accomplish his task quicker and more accurate.

As Ctrl+Shift+Q on Chrome closes the window, add an action for Performance Center

It's very strange thing... Extension has a function to redirect user to mobile interface, but as soon as user lands there, extension becomes disabled.

I can understand it could be hard to implement same features as in normal desktop client... but at least one function should be be there — return back from Mobile CRM client :)

What do you think? Would it be possible to implement all (most?) Level Up functions in the Mobile Client as well?

I despise the behavior of links in the latest version of CRM, the fact that we can't actually use the browser context menus on them to open in new windows. Have you investigated this at all? What level of effort do you think it would be to start replacing lookups and other links with actual links directly to record pages in the DOM?

getLookupTypes is available only in CRM2016

Clone a Record feature is not working on any entity ? May I know why & How long its going to fix ?

Thank you

Would it be possible to add a "Create Field" button for whatever entity you have currently open? For example, if you have a contact currently open and you click "Create Field" it opens a new field window for that entity. So you dont have to go all the way to customize or open a form and click new field. Not that its a whole lot of extra clicks just saves ~5-10 seconds of loading pages.

Add capability to show all fields other than what is in the form

After v2.5.1 extension button is not disabled on non-CRM pages. The scripts are not injected into non-crm pages, but the button is not disabled.

controlNode is null for description. Check if controlNode is null, before accessing parentNode.