Dynamics CRM Bookmarklets V2

About a half year ago, I’ve shared my Dynamics CRM Bookmarklets collection with you. Currently the collection has been reworked several times and the number of Dynamics CRM Bookmarklets Sammlung has been nearly doubled. I was influenced particularly with the new ideas for the bookmarklets by Jukka’s ‘CRM Navigation Hacking’ and Markus ‘Find Dependencies for Uninstalling Solutions’.

Compared to my first “Dynamics CRM bookmarklets” article, the display format has changed. Mainly because the implementation was not working clean as a hyperlink. In addition, some functions were still packed in an anonymous function.

Do you want to use one of bookmarklets, you just need to creat any bookmark in the bookmark toolbar of your browser and you change the URL to “javascript: (function () {…” and everything after the line comes from.

If you work with several browsers and want to your bookmarks synced in all of them I can recommend you Xmarks.

Updates!

  • 2017-09-21: added “open record by id”
  • 2017-09-21: updated “update view”
  • 2015-07-19: added “new solution” and “open default solution”
  • 2015-04-26: added “open perfomance center”
  • 2015-04-19: added “update view”
  • 2015-04-15: added “clear localStorage” and “clear seesionStorage”
/* Admin related bookmarklets */

//save & publish
javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.SaveForm(false); form.SaveAndPublish(); })();

//publish all
javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Mscrm.FormEditor.PublishAll(); })();

//get service infos
javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var orgUrl = form.Xrm.Page.context.getClientUrl(); var users; $.ajax({ type: "GET", contentType: "application/json; charset=utf-8", datatype: "json", url: Xrm.Page.context.getClientUrl() + "/XRMServices/2011/OrganizationData.svc/SystemUserSet?$filter=AccessMode/Value eq 0 and IsDisabled eq false", beforeSend: function (XMLHttpRequest) { XMLHttpRequest.setRequestHeader("Accept", "application/json"); }, async: false, success: function (data, textStatus, xhr) { var results = data.d.results; window.prompt('Copy to clipboard: Ctrl+C, Enter', "Unique Name: " + form.Xrm.Page.context.getOrgUniqueName() + ", URL: " + orgUrl + ", " + results.length + " active user"); }, error: function (xhr, textStatus, errorThrown) { alert(textStatus + " " + errorThrown); } }); })();

//get solution dependencies details
javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var SID = window.prompt("Enter Solution ID"); window.open(form.Xrm.Page.context.getClientUrl() + "/tools/dependency/dependencyviewdialog.aspx?objectid=" + SID + "&objecttype=7100&operationtype=dependenciesforuninstall"); })();

//show schema names
javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Page.ui.controls.forEach(function (a) { try { a.setLabel(a.getName()); } catch (e) { } }); })();

//get all optionsets
javascript: (function () { var osa = ""; var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Page.ui.controls.forEach(function (c, i) { if (c.getControlType() == "optionset") { var osv = "
Name: " + c.getName() + "
"; frames[0].$("#" + c.getName() + "_i").find("option").first().nextAll().each(function () { osv += "
Value: " + $(this).attr("value") + " - Text: " + $(this).attr("title") + "
"; }); osa += "
" + osv + "
"; } }); (window.open("#", "#").document.open()).write("
" + osa + "
") })(); //show hidden fields javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Page.ui.controls.forEach(function (c) { try { c.setVisible(true); } catch (e) { } }); })(); //get formtype javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var ft = ["1 = CREATE", "2 = UPDATE", "3 = READ_ONLY", "4 = DISABLED", "5 = QUICK_CREATE", "6 = BULK_EDIT"]; window.prompt('Copy to clipboard: Ctrl+C, Enter', ft[(form.Xrm.Page.ui.getFormType()) - 1]); })(); //get document.readystate javascript: (function () { alert(document.readyState) })(); //godmode javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Page.ui.tabs.forEach(function (a) { try { a.setVisible(true); a.setDisplayState("expanded"); a.setLabel(a.getName()); a.sections.forEach(function (b) { try { b.setVisible(true); b.setLabel(a.getName()); } catch (e) { } }) } catch (e) { } }); form.Xrm.Page.data.entity.attributes.forEach(function (d) { try { d.setRequiredLevel("none"); } catch (e) { } }); form.Xrm.Page.ui.controls.forEach(function (c) { try { c.setVisible(true); c.setLabel(c.getName()); c.setDisabled(false); c.clearNotification(); } catch (e) { } }); })(); //enable all fields javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Page.ui.controls.forEach(function (c) { try { c.setDisabled(false); } catch (e) { } }); })(); //update view javascript:(function(){var f=null,myUrl="",mV="",vT="",rT="",FetchXml="",LayoutXml="",entity={};f=$("iframe").filter(function(){return $(this).css("visibility")=="visible"})[0].contentWindow;if (f==undefined || f==null){return}myUrl=f.Xrm.Page.context.getClientUrl()+"/XRMServices/2011/OrganizationData.svc/";mV=window.prompt("GIUD of the view:");if (mV=="" || mV==null){return} vT=window.prompt("View type? 1 System OR 2 User");if (vT=="" || vT==null){return} if (vT==1){vT="SavedQuerySet"} else if (vT==2){vT="UserQuerySet"} else {alert("Error.");return}rT=window.prompt("Update Xml? 1 Fetch OR 2 Layout"); if (rT=="" || rT==null){return}var req=new XMLHttpRequest();req.open("GET", encodeURI(myUrl+vT+"(guid'"+mV+"')?$select=ColumnSetXml,Name,FetchXml,LayoutXml"),false);req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type","application/json;charset=utf-8");req.onreadystatechange=function(){if (this.readyState==4){req.onreadystatechange=null;if(this.status==200){var result=JSON.parse(req.responseText).d;FetchXml=result.FetchXml;LayoutXml=result.LayoutXml }else{alert(this.statusText);return}}};req.send();if (FetchXml=="" && LayoutXml==""){return}if (rT=="1"){entity.FetchXml=window.prompt("FetchXml:",FetchXml); if (entity.FetchXml=="" || entity.FetchXml==null){return}} else if (rT=="2"){entity.LayoutXml=window.prompt("LayoutXml:",LayoutXml);if (entity.LayoutXml=="" || entity.LayoutXml==null){return}}else{alert("Error.");return}var req2=new XMLHttpRequest();req2.open("POST",encodeURI(myUrl+vT+"(guid'"+mV+"')"),false);req2.setRequestHeader("Accept","application/json");req2.setRequestHeader("Content-Type","application/json;charset=utf-8");req2.setRequestHeader("X-HTTP-Method","MERGE");req2.onreadystatechange=function(){if (this.readyState==4){req2.onreadystatechange=null;if (this.status==204 || this.status==1223){if(window.confirm("Done! Publish all?")){f.Mscrm.FormEditor.PublishAll()}}else{alert(this.statusText);return}}};req2.send(JSON.stringify(entity))})(); //open performance center javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var Perf = form.Mscrm.Performance.PerformanceCenter.get_instance(); Perf.TogglePerformanceResultsVisibility(); })(); //new solution javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/tools/Solution/edit.aspx"); })(); /* Record related bookmarklets */ //open record by id javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var ty = "etc", tc = window.prompt("Entity?", "schema name or type code"), id = window.prompt("GUID?", "without braces"); if (isNaN(tc)) { ty = "etn" } window.open(form.Xrm.Page.context.getClientUrl() + "/main.aspx?" + ty + "=" + tc + "&id=%7b" + id + "%7d&pagetype=entityrecord"); })(); //show record properties javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var id = form.Xrm.Page.data.entity.getId(); var etc = form.Xrm.Page.context.getQueryStringParameters().etc; form.Mscrm.RibbonActions.openFormProperties(id, etc); })(); //get field value javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var v, f = window.prompt("Enter field name"); var a = form.Xrm.Page.getAttribute(f); switch (a.getAttributeType()) { case "optionset": case "boolean": v = a.getSelectedOption().text; break; case "lookup": v = a.getValue()[0].name; break; default: v = a.getValue(); break; } window.prompt('Copy to clipboard: Ctrl+C, Enter', v); })(); //get entity typecode javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var name = form.Xrm.Page.data.entity.getEntityName(); var typeCode = form.Xrm.Page.context.getQueryStringParameters().etc; if (typeCode) { window.prompt('Copy to clipboard: Ctrl+C, Enter', typeCode.toString() + " = " + name) } })(); //get dirty fields javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var message = "The following fields are dirty: \n"; form.Xrm.Page.data.entity.attributes.forEach(function (attribute, index) { if (attribute.getIsDirty() == true) { message += "\u2219 " + attribute.getName() + "\n"; } }); alert(message); })(); //get data Xml javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.prompt("Copy to clipboard: Ctrl+C, Enter", form.Xrm.Page.data.entity.getDataXml()); })(); //create new record javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; try { var name = form.Xrm.Page.data.entity.getEntityName(); } catch (e) { } var y = prompt('Type the schema name of the entity to create:', name ? name : 'account'); if (y) { window.open(form.Xrm.Page.context.getClientUrl() + "/main.aspx?etn=" + y + "&pagetype=entityrecord"); } })(); //activate record javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Mscrm.CommandBarActions.activate(form.Xrm.Page.data.entity.getId(), form.Xrm.Page.data.entity.getEntityName()); })(); //get record url javascript: (function () { 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); } })(); //get record id javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.prompt("Copy to clipboard: Ctrl+C, Enter", form.Xrm.Page.data.entity.getId().slice(1, -1)) })(); //save javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Xrm.Page.data.entity.save(); })(); //save and new javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Xrm.Page.data.entity.save('saveandnew'); })(); //save and close javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Xrm.Page.data.entity.save('saveandclose'); })(); //refresh form javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Xrm.Page.data.refresh() })(); //refresh & save form javascript: (function () { $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow.Xrm.Page.data.refresh(true) })(); //open record from lookup javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var elem = form.document.activeElement; var id = elem.getAttribute("id"); var guid = null; var type = null; if (elem.getAttribute("isInlineLookup") == "true") { guid = elem.getAttribute("oid"); type = elem.getAttribute("otypename") } else if (id != null) { var pos = id.lastIndexOf("_"); if (pos > -1) { var suffix = id.substring(pos + 1); if (["ledit", "lookupDiv", "i"].indexOf(suffix) > -1) { id = id.substring(0, pos) } id = id.replace("_i_ledit_multi", "").replace("_ledit_multi", "") } var control = form.Xrm.Page.getControl(id); if (control != null) { var field = control.getAttribute(); if (field != null) { var value = field.getValue(); if (value != null) { var record = value[value.length - 1]; guid = record.id; type = record.entityType } } } } if (guid != null && guid != "" && type != null && type != "") { var url = form.Xrm.Page.context.getClientUrl() + "/main.aspx?etn=" + type + "&id=" + guid + "&pagetype=entityrecord"; window.open(url) } else { alert("Unable to open record. Make sure you're clicked into a lookup field with a value.") } void (0); })(); }) /* Navigation related bookmarklets */ //open CRM calendar javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/workplace/home_calendar.aspx"); })(); //open CRM announcements javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/home/homepage/home_news.aspx"); })(); //open mobile express javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/m"); })(); //open moca client javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; var url = form.Xrm.Page.context.getClientUrl(); window.open(url + "/nga/main.htm?org=" + form.Xrm.Page.context.getOrgUniqueName() + "&server=" + url); })(); //open advanced find javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/main.aspx?pagetype=advancedfind"); })(); //open RecordWall javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Utility.openWebResource("msdyn_/RecordWall.htm"); })(); //open PersonalWall javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; form.Xrm.Utility.openWebResource("msdyn_/PersonalWall.htm"); })(); //open solution list javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/tools/Solution/home_solution.aspx?etc=7100&sitemappath=Settings%7cCustomizations%7cnav_solution"); })(); //open default solution javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/tools/Solution/edit.aspx?id=%7bfd140aaf-4df4-11dd-bd17-0019b9312238%7d"); })(); //open diagnostic page javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/tools/diagnostics/diag.aspx"); })(); //open entity editor javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; try { var etc = form.Xrm.Page.context.getQueryStringParameters().etc; } catch (e) { } form.Mscrm.RibbonActions.openEntityEditor(etc); })(); //open systemjobs javascript: (function () { var form = $("iframe").filter(function () { return $(this).css("visibility") == "visible" })[0].contentWindow; window.open(form.Xrm.Page.context.getClientUrl() + "/tools/business/home_asyncoperation.aspx"); })();

Should you have own ideas or bookmarks that I have not covered here, you can send me them very gladly.

 


Pass parameters to HTML Webresource

A HTML webresource can not just only show HTML elements on your form, furthermore you can work with JavaScript in it and interact with your form. IF you want to access the Xrm namespace of the form inside your HTML webresource, you simply need prepend “window.parent” to your function call.

This looks like in this example:

var myId = window.parent.Xrm.Page.data.entity.getId();

If you need a lot of such calls, you can make your life easier and create your own local variable and assign it the complete Xrm namespace
This could look like this:

var Xrm = window.parent.Xrm;
    var myId = Xrm.Page.data.entity.getId();

Pass parameters to HTML Webresource

Alternatively, you can also pass static values to your webresource. Just add a custom parameter in properties dialog of the webresource.

Pass parameters to HTML Webresource

You can access the custom and contaxt parameters with the following script inside your webresource:

function getWebresourceParameter()
    {
        var userParameters = [], passedParameters = [];
        if (location.search != "")
        {
            var vals = location.search.substr(1).split("&");
            for (var i = 0; i < vals.length; i++)
            {
                vals[i] = vals[i].split("=");
                if (vals[i][0].toLowerCase() == "data" && vals[i][1] != "")
                {
                    var userVals = decodeURIComponent(vals[i][1]).split(",");
                    for (var j = 0; j < userVals.length; j++)
                    {
                        passedParameters[userVals[j].split("=")[0].trim()] = userVals[j].split("=")[1].trim();
                    }
                }
                else
                {
                    passedParameters[vals[i][0]] = vals[i][1];
                }
            }
        }
        return passedParameters;
    }

The custom parameters should be in the form “Name=Value” should be separated by comma.

The debugger shows you all the accessible parameters:

Pass parameters to HTML Webresource

Context parameters are green marked, custom parameters blue.

You can now access your values through the named array.

var wrParameters = getWebresourceParameter();
    var myRelName = wrParameters["relName"];

Have fun with it!

 


Dynamics CRM Bookmarklets

Nachdem ich im Netz immer wieder über pfiffige Bookmarklets für Dynamics CRM stolpere (vor allem auf dem Blog der Kollegen von Magnetism) und mittlerweile auch ungefähr zwanzig Stück davon in meiner Lesezeichenleiste im Einsatz habe, möchte ich diese für euch sammeln und mit euch teilen.

Kommen wir erstmal zur Definition einer Bookmarklets, damit Ihr wisst worüber ich spreche: Ein Bookmarklet ist ein in JavaScript geschriebenes Makro, das als Lesezeichen abgespeichert wird und dadurch die Funktionen eines Webbrowsers erweitert. Es erlaubt das Aussehen oder die Funktionalität von Webseiten (Dynamics CRM ist mehr oder weniger nur eine Webseite) clientseitig zu verändern.

Ihr könnt die Bookmarklets einfach per Drag&Drop in eure Lesezeichenleiste ziehen oder ihr kopiert die die URL und erstellt euch ein neues Lesezeichen mit dieser.

CRM Bookmarklets für Anwender

CRM Bookmarklets für Administratoren und Systemanpasser