Browser extensions for Dynamics CRM

Browser extensions are great software components which increase productivity and let browser do things which they can’t otherwise.

For Dynamics CRM a few add-ons are available which do fantastic things for CRM developers, testers and power users. This post will review these extensions and their features.

 

Dynamics CRM Power Pane

PowerPane

 

Dyanamics CRM Power Pane is developed by Onur Menal (CRM technical consultant from Turkey) and is available for Chrome and Firefox.

Its features are classified as:

  • Record Actions
  • Form Actions
  • Navigation.

For any record, with a click, we can see record guid, record url, entity name and entity type id. Copying a record to clone in a new tab is another useful record action. Form actions let the user enable all fields, show hidden fields, disable value requirement, get schema names as the field label, and copy schema names in form. Other features like showing optionset or field values, highlighting the dirty field and refreshing ribbon or form are also useful form actions. Navigation section directly opens a record, entity editor, and mobile clients. Power Pane also has some performance and diagnostic features.

 

Level up for Dynamics CRM/365 

LevelUp

Level up for Dynamics CRM/365 is developed by Natraj Yegnaraman (MVP from Melbourne, Australia) and is available for Chrome.

Its features are categorized as:

  • Forms
  • Navigation
  • Misc

Level up has almost all major features offered by Power Pane and a good thing is it offers some unique features as well. For example ‘God Mode’ makes all mandatory fields optional, hidden fields/tabs/sections visible and read-only fields editable. Some other cool features allow refreshing all sub grids, refreshing page and turning autosave off, toggling tabs, copying and pasting lookup value, opening lookup in a new window, seeing a list of business rules and workflows in a separate tab. From navigation section, in a new tab, it can open different CRM sections. Overall I have found it very useful.

 

Dynamics CRM DevTools 

SnomaPartners

DevTools is offered by Sonoma Partners (Microsoft Partner from the United States) and is available for Chrome.

It has some common features of other tools (like enabling form, showing schema names, showing hidden fields, refreshing form, record properties, performance tools, user and record details etc). Unique features are the possibility to run fetchXML, list of plugin, setting focus to a field and changing field value for testing. DevTools also offers a set of performance and debugging reports.

 

CRM Javascript Fiddle

JSFiddle

 

CRM Javascript Fiddle is another tool developed by Onur Menal (developer of Dynamics CRM Power Pane) and is available for Chrome.

I have not got a chance to use it, here I m pasting its description provided by the publisher:

Run javascript codes on CRM without publish.
This extension allows you to run javascript code on Microsoft Dynamics CRM. In this way you can show hidden fields , you can enable and edit the disabled fields or you can achieve the available methods or object on web resouces of current form with “this” keyword. Such as

this.YourWebResourceFunction();

Also it provides storage support for your snippets.


Have you used or developed an extension which I have not covered in this post?  kindly comment if there is.

Please follow my blog to remain informed about upcoming posts.

Enjoy 🙂

 

 

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How to find Business Rule, Form, View, Chart, Process and Message associated with a field

Sometimes we need to know which Form, View or Chart are using a field. Similarly we may need to check which Process and Plugin message are attached to a field. All these details can be viewed easily from field’s “Show Dependencies” functionality.

Generally navigation for “Show Dependencies” will be:
(Settings > Customizations > Customize the System > Components > Entites > Entity (Select your entity)  > Field (select your field) > Show Dependencies).

This window shows useful details about some other dependent components as well like Field, Entity Relationship, Email Template, Report etc. Business Rule is exception though, to see business rules we will need to click “Business Rules” button in same window.

Hope this tip will be helpful if you were not using it.

Please like/ follow my blog for more useful posts. Please feel free to leave a message, suggestion or question if I can help.

Enjoy 🙂

 

#entity-customization, #field-customization, #field-dependencies

Upgrading To Dynamics 365 ?

At Sydney CRM Saturday Greg Olsen (Dynamics 365 MVP from New Zealand) presented “What You Need To Know To Upgrade To Dynamics 365”. It was a very nice and much valuable talk. Speaker not only shared his experience but also packs of chocolates and sweets 🙂

Upgrades

It has helped me understanding planning

phase of upgrade. Luckily Greg has shared presentation and I m sharing link in this post below:

https://app.box.com/v/UpgradeToD365

Please like/ follow my blog if you found this post helpful. Feel free to leave a message, suggestion or question.

Have a very lovely weekend.

Cheers 🙂

How to view plugins deployment summary ?

Sometimes we need to know when last time a plugin was updated. This information is helpful usually before exporting assemblies from one environment to other.
In similar way few times we may need to know who updated a particular assembly last time ?

The following LINQ or Fetch Xml query will return this summary:

(from p in PluginAssemblySet
orderby p.ModifiedOn descending
select new
{
PluginName = p.Name, ModifiedOn = p.ModifiedOn.Value.ToLocalTime(),
ModifiedBy= p.ModifiedBy.Name, Role=p.ModifiedBy.LogicalName,Version=p.Version
}).Dump();

 

 

Citizen Integrator – Microsoft Flow and Dynamics 365

Yesterday at Melbourne Microsoft Dynamics 365 User Group meeting Bill Chesnut (Azure MVP) delivered a much valuable talk “Citizen Integrator – Microsoft Flow and Dynamics 365”.

From some basic to latest updates around Flow were covered. Luckily Bill has shared his talk and slides. There is slight buzz in background but it is still good.

Video:  http://www.sixpivot.com/sixpivotblog/

Slides: https://www.biztalkbill.com/wp-content/plugins/download-attachments/includes/download.php?id=9552

 

Enjoy

ConditionExpression error “expected argument(s) of type ‘System.Guid’ but received ‘System.Guid[]”

Today while writing query expression I was getting error:

Condition for attribute ‘sf_contract.contractid’: expected argument(s) of type ‘System.Guid’ but received ‘System.Guid[]’.

We can pass a single or multiple values in ConditionExpression using appropriate comparison operator(s). In this example ConditionExpression was comparing multiple GUID values (stored in object array) with an attribute using “IN” comparison operator.

ConditionExpression have a few constructors, and I was trying to use one that accepts params object[] as argument but it didn’t work as per expectation.

This error was gone when I changed my collection to attribute’s base type, so basically I changed object[] to Guid[]. Hope this explanation will save someone’s time.

QueryExpression error, “The formatter threw an exception while trying to deserialize the message”

Today I wrote a QueryExpression which was throwing exception “The formatter threw an exception while trying to deserialize the message”.

The complete error message was:

“The formatter threw an exception while trying to deserialize the message: There was an error while trying to deserialize parameter http://schemas.microsoft.com/xrm/2011/Contracts/Services:query. The InnerException message was ‘Error in line 1 position 2016. Element ‘http://schemas.microsoft.com/2003/10/Serialization/Arrays:anyType’ contains data from a type that maps to the name ‘http://schemas.microsoft.com/xrm/2011/Contracts:EntityReference’. The deserializer has no knowledge of any type that maps to this name. Consider changing the implementation of the ResolveName method on your DataContractResolver to return a non-null value for name ‘EntityReference’ and namespace ‘http://schemas.microsoft.com/xrm/2011/Contracts’.’. Please see InnerException for more details.”

I was using ‘EntityReference’ in a condition, and error message gives hint that somehow there is an issue with ‘EntityReference’ format, and it is not being deserialized correctly. To use ‘EntityReference’ in condition we need to pass its ‘GUID’, and not complete ‘EntityReference’ object.

In the following QueryExpression, the condition will produce a similar exception which can be avoided by passing GUID instead of passing ‘EntityReference’ object as parameter.

QueryExpression query = new QueryExpression();
query.EntityName = “new_document”;
query.ColumnSet = new ColumnSet(“new_name”);
query.Criteria.AddCondition(“new_authorid”, ConditionOperator.Equal,currentDoc.GetAttributeValue<EntityReference>(“new_authorid”));
EntityCollection results =org.RetrieveMultiple(query);

#dynamics-crm, #queryexpression, #sdk, #the-formatter-threw-an-exception-while-trying-to-deserialize-the-message