DYNAMICS 365 LEVEL UP BROWSER EXTENSION - PART 3

In another posts, we saw what actions can be done in the Forms and Navigation sections of DYNAMICS 365 LEVEL UP BROWSER EXTENSION

In this post, we will see the other actions that can be done in the Dynamics 365 Level up Browser Extension.

  1. VIEW
    Level up view 0

    • NEW WINDOW
      This option will display the current system/personal view in a new window
    • QUICK FIND FIELDS
      This option will display the search fields of the quick find view for the current entity
      Level up view 1

    • BLUR FIELDS
      This option will blur the text fields' values. It is useful if you want to take a screenshot without showing the values
    • RESET BLUR
      This option will reset the blurred fields back to their initial state
  2. IMPERSONATE
    This option will give the possibility to Impersonate a user in model driven app. This option works only in Edge and Chrome browsers
    Level up impersonate

    Level up impersonate 2

  3. ADMIN AREA
    Level up admin area 1

    • ENVIRONMENT DETAILS
      This option will display the current environment information like TenantId, EnvironmentId, OrganizationVersion and other info
      Level up admin area 2

    • ENVIRONMENT SETTINGS
      This option will display useful information about the current "Organization" you are connected to
      Level up admin area 3

    • MY ROLES
      This option will display the list of security roles that the current user has
      Level up admin area 4

    • USERS & ROLES
      This option will display the users and their roles
      Level up admin area 5

    • MY USER RECORD
      This option will open the current user record in Dynamics 365
    • MY MAILBOX
      This option will display the mailbox record of the current user in Dynamics 365
    • FORMS MONITOR
      This option will turn on Forms Monitor. For more information about the forms monitor, you can check the following link
    • ENTITY METADATA
      This option will display Object Type Code, Plural Name, Change Tracking and Display Name of all entities
      Level up admin area 6

Hope This Helps!

Comments

Post a Comment

Popular posts from this blog

DISABLE ALL FORM FIELDS IN DYNAMICS 365 USING JAVASCRIPT

Image
To make the form read-only in Dynamics 365 you have 3 options: changing record status to Inactive, Business rule, JavaScript. The purpose of this article is to know how to make all form fields disabled with JavaScript. Changing record status to Inactive might not very suitable for some cases where cascading rules might be applied to children records. On the other hand, even though it is a low code solution, using business rule to make all fields read-only will be very time consuming especially if a field is removed from the form or a new field is added to the form. However, using JavaScript will allow you to set all form fields to read-only dynamically with a small piece of code and you can do it based on a certain condition of an attribute value. Make read-only the whole fields of a form based on a certain condition
Read more

DYNAMICS 365 FILTER LOOKUP FIELD BASED ON N:N RELATIONSHIP

Image
How to filter a Lookup field based on a N:N relationship of a parent entity using JavaScript . To show you this, I will use the Account entity, the Contact entity, and a custom entity Conference . The contact entity has a N:1 relation with the account entity (lookup field) The contact entity has a N:1 relation with the conference entity (lookup field) The account entity has a N:N relation with the conference entity (sub-grid) I need to filter the conference lookup of the contact entity to list The conference records that are related to the contact parent account or The conference records that are not related to any account Based on the above conditions, the users will not be able to ch
Read more

DYNAMICS 365 HOW TO REFRESH SUBGRID IN JAVASCRIPT

Image
In other posts, we saw how to change the selected view of a subgrid and how to filter subgrid in JavaScript. In this post, we will see how to refresh a subgrid in JavaScript in order to show the latest records related to a parent record upon an action on the form or clicking a ribbon button. For the sake of this post, I will take the example of the cases subgrid related to an account record. Let's take the scenario, where an action is done on the client side that adds a case related to the account record. Therefore, the sub-grid should be automatically refreshed to reflect the updated list of cases. In order to do this, a JavaScript function should call the refresh() in order to refresh the subgrid and display the expected result. function refreshSubGrid(context) { var formContext = context.getFormContext();
Read more