COPY a link in CRM 2016 / D365

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Posted on by Daniel at VNS

How does one COPY a link in CRM 16/D365? Email Link is all over the place in ribbon bars but what if you simply want to COPY the link and not HAVE to open a message dialog, then copy/paste (multiple steps - inefficient - doesn't help users who don't have email client installed)?

I've found an icon for COPY LINK that's showing up in some places in this version but none of them are actually FUNCTIONAL. Cannot imagine what MS was thinking.

I've found this article which looked promising:

http://www.magnetismsolutions.com/blog/paulnieuwelaar/2014/07/23/the-return-of-copy-a-link-to-crm-2013-forms-as-bookmarklet

With this script:

javascript:$("iframe").filter(function () { return ($(this).css('visibility') =='visible') })[0].contentWindow.Mscrm.CommandBarActions.sendFormShortcut();

But it results in this error in Chrome. Cannot test in IE due to some other problem we're having but don't want to use IE anyway. This needs to work in Chrome. Other bookmarklets work fine in Chrome - only this one, that our users need doesn't work.

Also found this (managed) solution but it's from 2012 and there are zero comments so I'm reticent to test it without some feedback.

https://community.dynamics.com/crm/b/crmconsultinfo/archive/2012/03/23/direct-link-for-copy-address-to-clipboard-solution

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NatrajY 3,040 on at

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You can easily do this with my extension called Levelup -> https://chrome.google.com/webstore/detail/level-up-for-dynamics-crm/bjnkkhimoaclnddigpphpgkfgeggokam

For help on the extension refer -> https://github.com/rajyraman/Levelup-for-Dynamics-CRM/blob/master/README.md

The other option is to save the script below as a bookmarklet:

javascript:(function(){var%20contentPanels=Array.from(document.querySelectorAll('iframe')).filter(function(d){return%20d.style.visibility!=='hidden'});if(contentPanels&&contentPanels.length>0){var%20Xrm=contentPanels[0].contentWindow.Xrm;var%20entityId=Xrm.Page.data.entity.getId();if(entityId){prompt('Ctrl+C%20to%20copy%20to%20clipboard',Xrm.Page.context.getClientUrl()+'/main.aspx?etn='+Xrm.Page.data.entity.getEntityName()+'&id='+entityId+'&newWindow=true&pagetype=entityrecord');}}})();void%200;

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Daniel at VNS on at

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Great work Natraj (and great dog in your pic). Thank you.

I'm still in search of some script that would just copy to the clipboard, without the added step of CTRL-C and dealing with the dialog - the way things used to work in CRM 2011 and < but this is a good start and this Chrome extension will be a great addition to my toolset. Thank you for your work on this!

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Daniel at VNS on at

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BTW: do you know if it's possible to link this JS script to the COPY button that still exists in some parts of CRM? I can't be certain where but i *do* know it's visible in the Service Activities record. I haven't tried yet because I'm still learning how to use Ribbon Workbench but would it be possible to link this JS to the Copy a Link button in Ribbon Workbench?

Thank you.

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NatrajY 3,040 on at

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I have implemented the copy to clipboard feature already and will release it in the next version of the extension.

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Daniel at VNS on at

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That is good news.

Hey I wanted to let you know this tool is awesome - I just noticed you have a clone feature too. Great work. And thank you.

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PS 23,577 on at

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Hi Daniel,

Javascript on a custom button is one way of doing it.

The other way could be generating it via a workflow.

for e.g. if you want to generate URL on Account entity, create two fields:

Generate URL (Yes/No)

URL: Text of type URL

Now create a real time workflow

Trigger on field change (Generate URL)

If generate URL = Yes

Update Account (URL)= Record Dynamic URL

Now this can be copied anytime.

Otherway of doing the same workflow, which might save you few steps:

Create one field on Account- URL

Trigger workflow on record creation

Update Account (URL) = Record Dynamic URL

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Daniel at VNS on at

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Natraj - how can an admin restrict end users from causing serious system damage with this tool? Is that documented anywhere?

I'm in a dilemma now because it's a matter of time before our users find this tool so I'd rather tell them about it if it'll make their jobs easier. But it will make mine much harder if they unintentionally cause data corruption with God Mode, etc.

Or will all existing user role permissions and field security settings still apply?

Even then, could they cause any harm to data?

It seems even an admin could unintentionally cause problems. I was just testing the Logical Names and Minimum Values buttons, and next thing i knew, audit history showed I changed a bunch of fields without intending to, I guess since auto-save is on. I even hit Refresh + Autosave OFF but the record was still saved.

Thank you.

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NatrajY 3,040 on at

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This tool does not override FLS and security roles. God Modes unhides/enables only what is already there on the form and it does not use any special API to do this. You could use a combination of FLS and Role based forms to block updates to fields that users should not update.

Logical names function does not update fields but Minimum values does. Minimum field function is from www.magnetismsolutions.com/.../ahmed-anwar&;s-blog/2014/12/8/microsoft-dynamics-crm-2013-populating-required-fields-with-bookmarklets, so it does overwrite required fields with minimum values for the type and designed to use on a create form during testing.

Refresh + Autosave Off probably didn't work, as autosave might have fired before. If you execute Refresh+Autosave off the first thing, right after you opened the form, it will prompt to save your changes when you navigate away from the form.

Please log any issues you encounter in the GitHub repo -> github.com/.../Levelup-for-Dynamics-CRM

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