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Tag: Bookmarklets

RetrieveTotalRecordCount Bookmarklet

Posted in Dynamics 365, and Power Platform

Counting records in CRM can be tricky and time consumption when there are more than 5.000 records in the table. There are several ways and tools to do this that are already well described in the community.

When you are fine with the fact that the numbers you receive are static from a count last night, you can use the RetrieveTotalRecordCount function.
There are descriptions in the community on how to use it, too:

I combined both and created a bookmarklet, so that you don’t need to to memorize the url path or modify a bookmark everytime when you are in a different system or need another table (entity).

The RetrieveTotalRecordCount Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript:function proc(){var r = JSON.parse(this.responseText).EntityRecordCountCollection,t = [];for (let i = 0; i < r.Keys.length; i++) {t.push(r.Keys[i]+"="+r.Values[i])}prompt("Result", t.join(","))} etn = prompt("EntitySchemaName as CSV?", "account,contact").split(",").map((str) => str.replace(/\s/g,''));var oReq = new XMLHttpRequest();oReq.addEventListener("load", proc);oReq.open("GET","api/data/v9.1/RetrieveTotalRecordCount(EntityNames=['"+etn.join("', '")+"'])");oReq.send();

You can use it at any place inside of D365 CE. You only need to write in a SchemaName of an entity (table) or several, comma separated SchemaNames and it answers you with the EntitySetName and the number of records in it (counted last night).

EntitySetName Bookmarklet

Posted in Dynamics 365, Power Automation, and Power Platform

Almost six years after my last post about bookmarklets, I’m proud to present you a new bookmarklet for Dynamics 365 CE.

It can be used to retrieve the EntitySetName for for an entity (table).

In case you don’t know what the EntitySetName, here is what Microsoft writes about it.

This value is used in the resource path for this entity in the Web API. For custom entities, you can change the name of the entity set used. By default it is the same as the LogicalCollectionName.

Source: Microsoft Docs

In other words, you need when you use the WebApi or the Common Data Service (current environment) connector in PowerAutomate.

The EntitySetName Bookmarklet

Create a normal bookmark in you browser and replace its url with the following code:

javascript: etn=prompt("SchemaName?","account");var xhr=new XMLHttpRequest;xhr.open("GET","/api/data/v9.0/EntityDefinitions(LogicalName='"+etn+"')?$select=EntitySetName",!0),xhr.onload=function(t){4===xhr.readyState&&200===xhr.status&&prompt("EntitySetName:",JSON.parse(xhr.responseText).EntitySetName)},xhr.send();

You can use it at any place inside of D365 CE. You only need to write in the SchemaName of an entity (table) and it answers you with the EntitySetName from the EntityDefinitions.

CRM background color

Posted in Dynamics 365, Power Platform, and Revive

With Dynamics CRM 2015 Update 1 Microsoft introduced the possibility to create own themes. In this post I won’t show you default settings and screenshots of unicorn colored CRM systems, I will show you the hidden setting for the CRM background color.

When you query the properties of a theme you will discover a setting that isn’t visible on the theme record (the highlighted line).
Please spare yourself the trail to customize the theme formular, it is not possible.

{
   "name": "CRM Default Theme",
   "isdefaulttheme": false,
   "logotooltip": "Microsoft Dynamics 365",
   "_logoid_value": null,
   "navbarbackgroundcolor": "#000000",
   "navbarshelfcolor": "#DFE2E8",
   "headercolor": "#1160B7",
   "globallinkcolor": "#1160B7",
   "selectedlinkeffect": "#B1D6F0",
   "hoverlinkeffect": "#D7EBF9",
   "processcontrolcolor": "#D24726",
   "defaultentitycolor": "#001CA5",
   "defaultcustomentitycolor": "#006551",
   "controlborder": "#CCCCCC",
   "controlshade": "#F3F1F1",
   "backgroundcolor": "#FFFFFF",
}

So I had the idea to update the value directly through a web service call and it works.
After publishing the theme, I had a new CRM background color.

What you need to know is that Microsoft changes value back to the original CRM background color (#FFFFFF), every time you save the record through th UI.

The CRM background color bookmarklet

Since I’m a lazy guy who likes it when things are reusable, I’ve created the following bookmarklet.

Drag and drop the “CRM background color” button on your bookmark toolbar.
 

With the bookmarklet your process to change the CRM background color is:

  1. Open your theme record
  2. Make your customizations
  3. Save the theme
  4. Use the bookmarklet
  5. Publish your theme

I’m not sure if Microsoft will support it.
From a technical point of view is it only an update of a record through the webservice. Considered a manufacturers point of view, they don’t want that we can change it – otherwise we had probably an option for it in the UI.

Happy styling!

Dynamics CRM Bookmarklets V2

Posted in Dynamics 365, Power Platform, and Revive

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.