Levelup-for-Dynamics-CRM

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Levelup-for-Dynamics-CRM

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Chrome, Edge Chromium and Firefox Extension for Dynamics CRM/365/Power Apps Power users

Levelup-for-Dynamics-CRM 최신버젼 다운로드

최종 버전 다운로드 (.zip)

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# Level Up for Dynamics 365/Power Apps

Level Up is a browser extension that helps Dynamics 365, Power Apps, and web teams work more efficiently. It provides quick admin actions, custom command execution, UI utilities, and diagnostic tools in a compact sidebar or popup.

# Extension Modes

There are two modes in the extension: Sidebar mode and Express Mode. When you click on the extension button, the popup you see is the Express Mode. Below is a summary of what is available in Sidebar mode and Popup mode.

| Sidebar Mode | Express Mode |
|--------------|--------------|
| 1. Impersonation 2. Form Actions 3. Navigation Actions 4. Custom Commands 5. Debugging Actions 6. Dark Theme/Light Theme switcher | 1. Form Actions 2. Navigation Actions |

You can launch Sidebar from the popup by clicking the links in the bottom.

![Sidebar](https://raw.githubusercontent.com/rajyraman/Levelup-for-Dynamics-CRM/master/docs/images/sidebar-1.png)

You can also launch it from the Right Click Context Menu.

![Context](https://raw.githubusercontent.com/rajyraman/Levelup-for-Dynamics-CRM/master/docs/images/context-menu.png)

Sidebar has two modes: Default and Simple.

![Sidebar Modes](https://raw.githubusercontent.com/rajyraman/Levelup-for-Dynamics-CRM/master/docs/images/sidebar-modes.png)

If you choose Simple, you will get the same functionalities like the Popup. Impersonation is available only in the Default mode.

Below are screenshots of the extension displayed side-by-side for quick comparison.

<table>
 <tr>
 <td align="center">Sidebar (full-featured UI)</td>
 <td>&nbsp;</td>
 <td>&nbsp;</td>
 <td align="center">Popup (compact UI)</td>
 </tr>
 <tr>
 <td align="center"><img src="docs/images/sidebar.png" alt="Extension Sidebar" style="height:auto;"/></td>
 <td>&nbsp;&nbsp;</td>
 <td>&nbsp;</td>
 <td align="center"><img src="docs/images/popup.png" alt="Extension Popup" style="height:auto;"/></td>
 </tr>
</table>

# Functions

The extension organizes actions into different categories accessible through the sidebar UI or a minimal popup UI.

## Form Actions

| #   | Action                   | Description                                                                                      |
| --- | ------------------------ | ------------------------------------------------------------------------------------------------ |
| 1   | **Logical Names**        | Show logical names for all fields and tabs on the form                                           |
| 2   | **Clear Names**          | Hide logical names and restore original field labels                                             |
| 3   | **God Mode**             | Make all fields visible and editable regardless of security roles                                |
| 4   | **Changed Fields**       | Highlight fields that have been modified on the current form                                     |
| 5   | **Record URL**           | Copy the current record URL to clipboard                                                         |
| 6   | **Record ID**            | Copy the current record GUID to clipboard                                                        |
| 7   | **Web API**              | Open Web API endpoint for this record in a new tab                                               |
| 8   | **Refresh Subgrids**     | Refresh all subgrids on the current form                                                         |
| 9   | **OptionSet Values**     | View all option set values and their numeric codes                                               |
| 10  | **Clone Record**         | Create a duplicate of the current record with all field values                                   |
| 11  | **Refresh Without Save** | Refresh the form without auto-saving changes                                                     |
| 12  | **Show All Fields**      | View all fields and their values in a searchable table                                           |
| 13  | **Open Form Editor**     | Open the form editor to modify the form layout                                                   |
| 14  | **Table Processes**      | View workflows, business rules, business process flows, custom APIs, and actions for this entity |

## Navigation Actions

| #   | Action                | Description                                       |
| --- | --------------------- | ------------------------------------------------- |
| 1   | **Open by ID**        | Open a specific record by entering its GUID       |
| 2   | **New Record**        | Create a new record by selecting entity type      |
| 3   | **Open List**         | Navigate to a list view for any entity            |
| 4   | **Security**          | Access security roles and permissions settings    |
| 5   | **System Jobs**       | View and monitor system jobs and workflows        |
| 6   | **Solutions**         | Access solution management and customizations     |
| 7   | **Processes**         | Manage business processes and workflows           |
| 8   | **Mailboxes**         | Configure email settings and mailbox status       |
| 9   | **Home**              | Navigate to the main Dynamics 365 homepage        |
| 10  | **Advanced Find**     | Open advanced search and query builder            |
| 11  | **Mobile**            | Access the mobile client interface                |
| 12  | **Solutions History** | View history of solution imports and changes      |
| 13  | **Pin to Side Panel** | Pin the current page to the side navigation panel |

## Debugging Actions

| #   | Action                     | Description                                                |
| --- | -------------------------- | ---------------------------------------------------------- |
| 1   | **Forms Monitor**          | Monitor form events and script executions in real-time     |
| 2   | **Command Checker**        | Debug ribbon commands and check their availability rules   |
| 3   | **Perf Center**            | Analyze form performance and identify slow operations      |
| 4   | **Disable Form Handlers**  | Temporarily disable all form event handlers for debugging  |
| 5   | **Disable Business Rules** | Temporarily disable all business rules on the current form |
| 6   | **Disable Form Libraries** | Temporarily disable all form JavaScript libraries          |
| 7   | **Enable Dark Mode**       | Enable dark mode theme for Dynamics 365 interface          |
| 8   | **Clear Flags**            | Clear all debugging flags and restore normal behavior      |

## Additional Features

- **🎭 User Impersonation**: Act on behalf of other users (requires System Administrator privileges)
- **⚡ Custom Commands**: Execute custom JavaScript commands and scripts
- **🔧 Extension Configuration**: Switch between Default and Simple Sidebar modes.

## Credits
* Bob Guidinger's original idea on Impersonation
* Ivan Ficko for the original PR in v3 that added impersonation capability to Level up
* [Rocket Icon by Jerry Low](https://www.iconfinder.com/jerrylow)

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