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  • CRM

Note: The following is based/extended from the recent blog entry by Jared Johnson over at Magnetism Solutions: Bookmarklets to aid Microsoft Dynamics CRM 2013 Development – Thanks for the tip

Navigating around CRM, in particular the new user interface in CRM2013, can be slightly annoying at times. Especially for developers and customisers who are not exactly using the system as it is designed for end users. As power users we often need to get to parts of the system that are behind the scenes (such as customisations and solutions) or get information out of the system that end users don’t need to know or care about (such as record GUIDs). In the past, I have achieved this by making bookmarks to solutions (i.e. absolute URL to a solution for a specific organisation, which is useless once I am no longer working on that project) or by opening up the developer tools in my browser and writing some javascript to tease out the information I need. However, finding the id of a record by typing “Xrm.Page.data.entity.getId()” over and over again, fixing typos, dealing with how each browser handles the iFrames in CRM and all the other nuances involved can get very tedious.

In the post linked above, Jared suggests a better way: using javascript in bookmark (or Bookmarklets). Below is a list of the bookmarklets I have added to my virtual toolkit, based on his post and some additions of my own. These work (on my machine) in IE, Firefox and Chrome and on any CRM organisation I have tried, but I don’t provide any guarantees.

Disclaimer: these are not necessarily supported approaches to interact with CRM so there is always the potential for future updates to break them or cause them to behave differently. It is recommended you understand what they are doing before you copy, paste and use them blindly.

GetId()

javascript: try{if (window.prompt("ID:", $("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.data.entity.getId().slice(1, -1))) { }}catch(e){}

Pops a dialog box with the id of the current record (braces removed) selected for you to easily copy and do whatever you need with it.

Capture

RefreshData()

javascript:try{$("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.data.refresh()}catch(e){}

Reloads the data on the current form, without refreshing the whole page so is much quicker. Useful if you know the data on the server has changed and you want to see this reflected in your browser and would rather not have the whole page reload and break back history, trigger code etc.

Capture2

OpenAdvancedFind()

javascript:try{open($("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.context.getClientUrl() + "/main.aspx?pagetype=advancedfind")}catch(e){}

Opens advanced find for the current organisation in a new window/tab. Useful for when you are on a record or other page within CRM where Microsoft has decided an advanced find button isn’t necessary.

image

GoToSolutions()

javascript: try{var o = new Object(); o.uri = "/tools/Solution/home_solution.aspx?etc=7100&sitemappath=Settings|Customizations|nav_solution"; window.top.document.getElementById("navBar").control.raiseNavigateRequest(o); void (0)}catch(e){}

Navigates you to Settings > Solutions. Note: the back button will work from here and take you back to the previous page. This should be self explanatory and saves a few clicks. The code above should be easy to modify to navigate somewhere else.

image

OpenDefaultSolution()

javascript:try{open($("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow.Xrm.Page.context.getClientUrl() + "/tools/solution/edit.aspx?id=FD140AAF-4DF4-11DD-BD17-0019B9312238")}catch(e){}

Opens a new window/tab with the default solution of the organisation for you to view or customise. This script dynamically creates the URL for the default solution based on the client URL and the fact that the default solution has a the same ID for all CRM organisations (see:Constant SolutionId Values).

That is all I have for now, but I’m sure that there are many other ideas out there on how to leverage this. I will most likely find others myself as I use these and think about it further, particularly around the raiseNavigateRequest method. If so, a follow up to this post will be in order.

To set the scene, say you are developing a solution for CRM2013 using the Developer Toolkit for Microsoft Dynamics CRM in Visual Studio and wanting to create a asynchronous plugin step. Easy right? Open CRM Explorer, find the entity, add a plugin, fill in the details, set it to run asynchronously and you are away. However, those of you that have used the plugin registration tool will know that there is a pretty handy option when Registering a Step that lets you tell CRM to Delete AsyncOperation (i.e. system jobs) if the StatusCode = Successful:

Register New Step dialog

This is great because it means your system jobs table doesn’t get clogged up with entries when things are going fine. Instead it just tracks when you probably need to look into something. So how do you go about doing this in Visual Studio?

I was in this situation this week and found (let me know if I missed something obvious here) that this isn’t an option using the UI for the developer kit and there is no documentation (that I can find, nothing in the SDK and Google didn’t help me) on how to set this. I considered giving up and having this as an extra step to manually do after deploying the solution, which would be a pain, but decided to spend a bit more time and dig deeper. I decompiled the assembly for the developer toolkit (using dotpeek for those interested) and found that this is a supported, but not advertised option for the step in the RegisterFile.crmregister xml file within the CRMPackage project. All you need to do is add AsyncAutoDelete="true" attribute to the asynchronous step tags(s) in the XML, deploy and you are away laughing.

For example, your RegisterFile.crmregister will end up looking something like this:

<?xml version="1.0" encoding="utf-8"?>
<Register xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns="http://schemas.microsoft.com/crm/2011/tools/pluginregistration">
   <Solutions>
       <Solution Assembly="Plugins.dll" Id="2318c739-68d9-d896-8cf1-6c3be5a8c238" IsolationMode="Sandbox" SourceType="Database">
           <PluginTypes>
               <Plugin Description="Contact Plug-in" FriendlyName="ContactPlugin" Name="Plugins.ContactPlugin" Id="2618c739-68d9-d896-8cf1-6c3be5a8c238" TypeName="Plugins.ContactPlugin">
                   <Steps>
                       <clear />
                       <Step AsyncAutoDelete="true" CustomConfiguration="" Name="Plugins.ContactPlugin.PostContactUpdate" Description="Post-Operation of Contact Update" Id="92a843f0-68d9-d896-8cf1-6c3be5a8c238" MessageName="Update" Mode="Asynchronous" PrimaryEntityName="contact" Rank="1" SecureConfiguration="" Stage="PostOutsideTransaction" SupportedDeployment="ServerOnly">
                           <Images />
                       </Step>
                   </Steps>
               </Plugin>
           </PluginTypes>
       </Solution>
   </Solutions>
   <XamlWorkflows />
</Register>

While it would be nice to achieve this from the UI, something we might see in a future update, this is at least a pretty simple solution to work with for now.