Microsoft Dynamics 365 CRM is a powerful platform for managing customer relationships, but its full potential is often unlocked through the use of specialized tools. Extensions like Dynamic Sidekick and Level Up for Dynamics 365/Power Apps significantly enhance user productivity by providing advanced functionalities that streamline development, testing, and administration tasks.
Dynamic Sidekick: Enhancing Development and Testing
Dynamic Sidekick is a Chrome extension that adds a side panel to Dynamics 365 pages, offering a suite of tools designed to improve the development and testing experience. Key features include:
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Form Tools: Modify form fields by showing or hiding logical names, enabling or disabling fields, and populating fields with random data. (Chrome Web Store)
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Command Checker: Enable or disable the debugger for model-app ribbons, facilitating the identification and resolution of issues. (GitHub)
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Configuration Manager: Customize the Sidekick experience by selecting which tools open automatically upon page load and adjusting the layout to suit your workflow. (GitHub)
These tools are particularly beneficial for developers and testers seeking to streamline their workflow and enhance their productivity within Dynamics 365.
Level Up for Dynamics 365/Power Apps: Advanced Administrative Tools
Level Up for Dynamics 365/Power Apps is a browser extension compatible with Chrome and Edge that provides a range of advanced functionalities to enhance user and administrative tasks. Notable features include:
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Logical Names: Display the logical names of fields, tabs, web resources, and sub-grids on forms, aiding in customization and development. (Microsoft Dynamics Community)
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God Mode: Reveal hidden controls on the form and make all fields editable, including those that are typically read-only. (Microsoft Dynamics Community)
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All Fields: View the values of all fields in the current record, even those not present on the form, providing a comprehensive overview. (Microsoft Dynamics Community)
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Record URL and ID: Quickly copy the full URL or GUID of the current record for easy reference and integration. (Microsoft Dynamics Community)
These features are invaluable for administrators and power users looking to optimize their interactions with Dynamics 365 and Power Apps.
Other Noteworthy Tools for Dynamics 365 CRM
Beyond Dynamic Sidekick and Level Up, several other tools can enhance your Dynamics 365 CRM experience:
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XrmToolBox: A Windows application that connects to Dynamics 365, offering over 30 plugins to simplify customization and configuration tasks. (Microsoft Dynamics Community)
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SideKick 365 CRM: A comprehensive CRM solution that integrates with SharePoint and utilizes the Power Platform tools like PowerApps, PowerBI, and Microsoft Flow to deliver enhanced functionality at a competitive price point. (SkyLite Systems)
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FetchXML Builder: A tool that assists in building and testing FetchXML queries, streamlining the process of data retrieval within Dynamics 365. (Aegis Softtech)
Leveraging these tools can significantly improve your efficiency and effectiveness when working with Dynamics 365 Crm.
Integrating tools like Dynamic Sidekick and Level Up for Dynamics 365/Power Apps into your workflow can greatly enhance your productivity and streamline your interactions with Dynamics 365 CRM. Whether you're a developer, administrator, or power user, these extensions provide advanced functionalities that simplify complex tasks and improve overall efficiency. Exploring and utilizing these tools will enable you to unlock the full potential of Dynamics 365 CRM and tailor the platform to better meet your organization's needs.