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

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Sahan Wijayasekera

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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.

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

Detailed Functionality

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.

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.