gotdibbs / dynamics-365-toolkit

Toolkit for development in a Microsoft Dynamics 365/CRM 2011+ environment. Note that the bookmarklets are deprecated in favor of the chrome extension, but will continue to function for CRM 2011 through 8.x.

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dynamics-365-toolkit's Issues

Support UCI

Showing fields marks them as dirty for update/save operation

What is the current behavior? How do you reproduce it?

Currently using the Chrome extension, version 2.2.2. By using "Show All Fields" command on a form, all fields get marked dirty as well. Saving the form after showing all fields erroneously triggers plugins and flows that have filter criteria different than the fields that are actually changed.

What is the expected behavior?

Clicking "Show All Fields" should not set fields to dirty if they are not changed. Perhaps before setting the field visibility, the dirty-ness of the field can be tracked and set accordingly after the visibility change.

Please tell us about your environment:**

Chrome, using the 2.2.2 version of the Toolbox. Latest version of Dynamics (2020 Release wave 1; 9.1.0000.2251).

Other information

End-user here complained about this problem describing it as such: they have a flow that triggers on a field that is not visible by default. They used Show All Fields, updated a different field, and then hit save. The flow was still triggered although the field that's supposed to trigger it was not actually changed. Unfortunately, flows still do not have support for pre/post-image type comparisons, so it's not possible to just add a condition to the flow to check before/after for non-updates.

Create Extension for Edge to Launch Toolbox

New Command: Ribbon Debug

A recent update enabled a UCI ribobn debugger. Other toolkits are handling this like:

if (Xrm.Internal.isUci && Xrm.Internal.isUci() && !location.search.includes('ribbondebug=')) {
    window.location.href = `${location.href}&ribbondebug=true`;
}

We should investigate to see if we can make this any easier by finding a global API or rebuilding the app config and auto-clicking the button without a refresh.

Add Quick Navigation Support to Toolbox

• Quick links to things like your user record, solutions, open a specific solution, navigate to entity list, AF, etc.

Expand toolbox functionality with quick nav options

• Add categories to toolbox with slide effect to open drawer of new links
• Add new options for quick nav like solution import, advanced find
• Begin thinking of architecture for making service calls to find solutions by name and open them quicker, metadata explorer, etc.

Utilities Tests

Note: share code with Quick Actions tests

Toggle Schema names does not stay on.

What is the current behavior? How do you reproduce it?

Toggle Schema Names is always on, clicking the toggle button briefly removes them then they show again.

What is the expected behavior?

Clicking the toggle button should switch off the schema names then clicking again should show them.

Please tell us about your environment:

• Dynamics Version: 9.1.0000.26437

• Browser: Edge 86.0.622.69 (Official build) (64-bit)

• Toolbox Version: 2.3.1

Other information

For example: screenshots, detailed explanations, stacktraces, related issues, suggestions how to fix, links for us to have context, etc.

Migrate bookmarklets in toolbox to functions

Originally bookmarklets were included in the toolbox UI to reduce code, but as bookmarklets are being deprecated, a split out is warranted for better debugging. Bookmarklets have a finite function length so removing that limitation will help us make newer better experiences.

Create Extension for Chrome to Launch Toolbox

Filter out errors from crm4.dynamics online instances

What is the current behavior? How do you reproduce it?

We're receiving errors from *.crm4.dynamics.com which we don't support, let's filter those out and/or try to make it more obvious that crm4 isn't supported.

What is the expected behavior?

No errors logged, UX for unsupported environments is clearer

Please tell us about your environment:

• Dynamics Version: 4.x

• Browser: all

• Toolbox Version: all

Navigation Tests

Wire-up test suite to CI

Alert that there's been an error in bookmarklets

Before we handle #20 or as part of it we should ensure we actually tell someone when there's been an error and let them know how to report it.

Add Google Analytics to Toolbox Launcher

• This will help me determine how much usage it has and therefore how long I need to support it :)

Need to update version-specific hiding logic to handle multiple instances of same action

https://github.com/gotdibbs/Dynamics-CRM-Bookmarklets/blob/fdd91e2ca029c4f78969079d207ad76ee558912d/src/chromeExtension/toolkit/launcher.js#L126

Investigate Auto Publish

Investigate publishing automatically to the chrome and microsoft edge (chromium) web stores from github actions.

Cleanup: Clicking "X" (close) should `unmount` the root component

Quick Actions Tests

1. Test for when viewing a record
2. Test for when not viewing a record
3. Share logic with Utilities tests

Investigate Enable All Fields Dirty Field Issue

Reported by community:

Submit mode ‘Always’ will push all fields into the save request, which may cause unexpected results.

• Any code/validation that doesn’t compare the new value with the old value will treat the fields as being updated
• Same applies for workflows, which will be triggered if the field is present in the ‘target’ of the save request

Suggested resolution requiring evaluation:

I think this depends on the current value of the submitmode (rather than the state of the field, enabled/disabled):

• Never: in that case you need to change the submitmode, otherwhise it will not save
• Dirty: no update needed, will update if you change it
• Always: no update needed, will always update, even if you don’t change it
  So, if you still want to update the submit mode, you can set it to ‘dirty’ for all of the fields. Then it will only update the fields you change.

Investigate Update Notifications

Look into displaying a toast notification automatically like in OctoLinker

Maintenance: Upgrade to manifest.json v3

https://developer.chrome.com/docs/extensions/mv3/intro/mv3-migration/

Add readme

Cover:

• Chrome extension vs. bookmarklets
• Level of support received
• Contributing

Prevent error notifications from app launcher

What is the current behavior? How do you reproduce it?

When accessing a URL of the form: /main.aspx?forceUCI=1&pagetype=apps errors occur from the polling mechanism for the dynamics version.

What is the expected behavior?

No errors occur, polling pauses.

Please tell us about your environment:

• Dynamics Version: latest

• Browser: all

• Toolbox Version: 2.3.2

Other information

None

`getVersion` is not supported in CRM 2015

We should honestly just switch the line below for pulling it from the toolkit's context.fullVersion property.

https://github.com/gotdibbs/Dynamics-CRM-Bookmarklets/blob/4f80c73b21304760ebc88c6a68642f2fc976ea76/src/chromeExtension/toolkit/launcher.js#L146

Filter out errors from `ax.dynamics.com`

https://github.com/gotdibbs/Dynamics-CRM-Bookmarklets/blob/fdd91e2ca029c4f78969079d207ad76ee558912d/src/chromeExtension/contextCommunicator.js#L69

Ensure all instances are cleaned up when close is clicked

There are some awkward race conditions that can present in multiple instances of the toolbox container being injected into the DOM, and conditions where the root element in launcher.js have already been cleared/orphaned. We should ensure all references are removed and be safer when attempting to remove the element.

https://github.com/gotdibbs/Dynamics-CRM-Bookmarklets/blob/4f80c73b21304760ebc88c6a68642f2fc976ea76/src/chromeExtension/toolkit/launcher.js#L77

Maintenance: Update to wdio to use async tests

@wdio/sync is deprecated due to upstream changes. We need to port the step definitions and likely all selectors / logic in the pane scripts to be async.

Filter out workflow editor from errors

What is the current behavior? How do you reproduce it?

Errors are triggering when toolbox is used on paths of the form /sfa/workflow/edit.aspx (potentially /SFA/Workflow/entityform.aspx too).

What is the expected behavior?

Errors should not trigger for outdated forms.

Please tell us about your environment:

• Dynamics Version: 9.x

• Browser: all

• Toolbox Version: latest