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Rebel by Nature: Hacking the System for Increased Efficiency: Part 2

I previously posted about helpful hyperlinks to make your easier and more efficient while navigating in the Microsoft Dynamics CRM system. (Something I’m always looking for.)  These links are most useful for CRM Administrators but some are also useful for end users of the system.   The hyperlinks discussed below will save wasted time navigating through multiple menu levels and also allow you to maintain your current location in Microsoft Dynamics CRM.

To test each hyperlink, add each to your Favorites Bar. (Not your favorites Menu.) Open a CRM Dynamics Online Environment in Internet Explorer (IE). The hyperlinks are generic URLs that will work in the current environment you have open. No need to change the hyperlink for each environment.

As you test, open a record in CRM then click on the Hyperlink within the Favorites Bar. I have all my hyperlinks located in a single folder on the Favorites Bar.

Get Record Properties

On a record and don’t know what the current user’s Permission are? Click on this shortcut to find the user’s permission level and additional Details of the record.

javascript: var frame = $(“iframe”).filter(function () { return ($(this).css(“visibility”) == “visible”) }); var id = frame[0].contentWindow.Xrm.Page.data.entity.getId(); var etc = frame[0].contentWindow.Xrm.Page.context.getQueryStringParameters().etc; frame[0].contentWindow.Mscrm.RibbonActions.openFormProperties(id, etc);

Original Post from Jared Johnson.

Get Record URL

One of my favorite hyperlinks I use often and share with others is a way to quickly obtain the URL for a specific record.  When you have a record open with the CRM Environment it isn’t obvious how to copy the URL of a record.  Just copying the URL from the address bar at the top of the window will only provide a general address, not one for that specific record.  However, if you click on the pop-out arrow in the upper-right corner of the record, it will open the record in a new window and you can copy the URL or add to Favorites.

image

If you would like to use the bookmarked hyperlink instead, the window below is what you will see.  You can then copy the URL and use where needed.

 

javascript: var url = document.getElementById(‘crmContentPanel’).getAttribute(‘src’); if (url.indexOf(‘/read/page.aspx’) == -1) { if (url.indexOf(Xrm.Page.context.getOrgUniqueName()) != -1) { window.prompt(‘Copy to clipboard: Ctrl+C, Enter’, Xrm.Page.context.getClientUrl() + url.replace(‘/’ + Xrm.Page.context.getOrgUniqueName(), ”)); } else { window.prompt(‘Copy to clipboard: Ctrl+C, Enter’, Xrm.Page.context.getClientUrl() + url);} } else { window.prompt(‘Copy to clipboard: Ctrl+C, Enter’, window.location.href); }

Original post from CRM MVP Blake Scarlavai.

 

Refresh Data

The Refresh Data link does a quick refresh of the data on the current screen. This is quicker than doing a full refresh within IE.

javascript:$(“iframe”).filter(function () { return ($(this).css(“visibility”) == “visible”) })[0].contentWindow.Xrm.Page.data.refresh()

Original post from Henrik’s DevBeard Blog.

Show Hidden Fields

Do you have fields hidden on a form and have a need to quickly see what fields they are? This shortcut is your friend. It will show all the hidden fields you have on the form without having to search within the solution.

javascript: var h = “”, j = 0; frames[0].Xrm.Page.ui.controls.forEach(function (c) { if (! c.getVisible()) { j++; h += j + “. ” + c.getName() + “,\n”; } }); alert(j + ” hidden fields on this formular:\n\n” + h);

 

Show Schema Names

If you want to see all the schema names on a record without having to navigate to the solution, use this link. Screen shots of the before & after are below.

Before:

After:

javascript:function getFrame() {var $iframe = $(‘#crmContentPanel iframe:not([style*=”visibility: hidden”])’);if ($iframe.length > 0 && $iframe[0].contentWindow.Xrm.Page.ui) {return $iframe[0].contentWindow;}else {return null;}}var frame = getFrame();if (frame == null) {alert(‘Please make sure you are on an entity form and try again.’);}else {frame.Xrm.Page.ui.controls.forEach(function(a){a.setLabel(a.getName())});}

Original post from CRM MVP Blake Scarlavai.