Bookmarklets to simplify using Microsoft Dynamics CRM
- Download the dynamics-bookmarklets-Admin.html, dynamics-bookmarklets-Navigation.html and dynamics-bookmarklets-Records.html files
- In Internet Explorer:
- File > Import and Export...
- Select "Import from a file" and click Next
- Select "Favourites" and click Next
- Select the first file to import and click Next
- Select a folder in your Favourites to import into and click Import
- Repeat for the remaining files
- In Chrome:
- Menu > Bookmarks > Import bookmarks and settings...
- Select "Bookmarks HTML File" and click Choose File
- Select the first file to import and click Finished
- Repeat for the remaining files
As there are a large number of bookmarklets we recommend you import each file into a separate folder of your favourites to make it easier to find the one you want.
Each bookmarklet essentially extends the menu system of Microsoft Dynamics CRM and will run in the context of the page you have open.
Just open the relevant record or page in your CRM system and select the bookmarklet from your favourites list. Quick tip: if you're using
Internet Explorer and your favourites aren't visible, just press Ctrl+I to show them.
We've broken the bookmarklets into three groups to help you find the one you need:
This bookmarklet will allow you to edit a field that is normally not editable and allow you save your changes, bypassing all business rules that would cause the field to be locked. You may still get business processes errors which prevent you from saving certain changes however.
This bookmarklet will list all the optionsets that are used on the current layout - including any hidden fields.
document.readystate is helpful when using Javascript elements on the form. Helpful to tell when a page as finished loading or if something has gone awry.
There are 6 form types that a CRM form can be (CREATE/UPDATE/READ_ONLY/DISABLED/QUICK_CREATE/BULK_EDIT) and this bookmarklet quickly shows which one the current form is.
Lists some information about the current CRM system including Organisation name, web URL and # of active users.
Lists any dependancies for a given solution. This bookmarklet may require further expansion.
Publishes and any all changes made in the current solution, regardless of what window you are in (within the context of the solution)
Saves and publishes all changes made to the current form you are amending (instead of Save => Save & Publish buttons)
Saves and publishes all changes made to the current form you are amending and then closes the window.
Show Hidden Fields
When a form is made, you are given the option to hide the field but still use it in rules etc. This bookmarklet will display all the hidden fields on the current form.
Replaces the display name of a field with it's logical name. Very useful for template generation.
As the name implies, gives you all the powers of a deity. Show logical names, enable all fields, clear all form requirements and display hidden fields
All of the navigation are handy shortcuts that are always relative to the CRM system you are in, avoiding the need for multiple bookmarks per CRM system.
Activates the record you are currently viewing, regardless of current state.
Shortcut to create a new record of entity type - you just need to know the schema name of the entity you wish to create.
This bookmarklet will show you an XML version of what is going to be saved on the current record.
This bookmarklet will list the unsaved fields on the current record.
A window will pop up displaying both the entity type code and the entity logical name of the current entity you are viewing.
Input the logical name in a record and it will display the field value so you dont have to find it on a form.
The GUID of the current record will be displayed on screen.
Essentially shares the same functionality as the "Email A Link" button, by popping up a box with the URL in.
With a lookup field selected, this bookmarklet will open the related record in a new tab.
This will save and refresh the page asynchronously and doesn't cause the page to reload.
This will refresh the page asynchronously and doesn't cause the page to reload, causing unsaved data to be lost.
Equivalent of using the "Save & Close" button on a form.
Equivalent of using the "Save & New" button, even on a form that isn't doesn't normally have the button visible.
CTRL + S shortcut.
View the old "Properties" window that has been a little difficult to find in later versions of Dynamics.