Posted in Dynamics 365, Power Platform, and Revive
In November I worte the article “CRM 2016 and Firefox 49 issue with notes“.
In the meantime my colleague Kenan told me about the same problem, but with CRM 2013 and Safari on macOS.
To keep it short, same problem, same workaround and see the link above.
Today I stumbled over the meaning and purpose of the “ImportSequenceNumber” field in Dynamics 365 (or Dynamics CRM, If you have not got used to it like me).
It’s an integer field that is reachable through the field list in a solution. It is searchable but you are not able to add it to a form.
Every import in Dynamics 365 is numbered with an ascending number which is globally stored in the “Organization.CurrentImportSequenceNumber” attribute. Every record created during an import gets this number as value for the ImportSequenceNumber field.
By this way Dynamics 365 can show you all records that are created during an specific import or let you delete all records created by an import.
At the eXtreme CRM 2015 in Madrid we played all together the “Dynamics CRM Trivia” at the evening event and I realized that I do have absolutely no idea about the time before I started in 2011 with Dynamics CRM. In addition to that the release cycles have become increasingly shorter and more products were added and I am also only hardly able to remember when was which released. To fill both gaps at once, I have created this Dynamics CRM timeline.
Short introduction, to the left it goes into the past and the release dates are accurate to the month.
If you want to create a timeline by yourself, you can do it at knight lab.
Posted in Dynamics 365, Microsoft Social Engagement, and Power Platform
About two years ago, Microsoft has acquired the Swiss startup “Netbreeze” and integrated under the name “Microsoft Social Listening” in the Dynamics world. With the Wave Spring 15 Update the tool was renamed again in “Microsoft Social Engagement“, you do not only hear your customers, now you interact with them.
Social engagement is a pure online service and is available as a Standalone Version or for Dynamics CRM Online customers free of charge with a minimum of 10 CRM Professional licenses.
I will now show you how to integrate Social Listening into Dynamics CRM Online. Notice that the connection with Dynamics CRM OnPremise works differently.
Requirements for linking the two services are:
In the “Insert” tab of the form editor, you will find the item “insights from social media”. This you could also add multiple times to the fomular.
Unfortunately, both services are not so closely linked together that automatically the correct data is pulled, therefore you have to say what you would like to see for which record. “Configuring insights from social media” click on it.
The configuration for Dashboards works similarly to the configuration in the form editor.
Should you have multiple CRM instances in the same tenant have one, you can also connect them with your Social Listening instance.
The settings you have made in your records and dashboards can you easily resetet globally. Simply going back “Microsoft Social Listening configuration”.
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.
/* 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.