Convert Personal View to System View

When you design a query from the “Advanced Find” window, you can save the query for future use. I call this “Personal View”, but the official name for this is “Saved View”. This view is only visible to the person who saved the view (unless it is shared/reassigned).

As more personal views get created, it becomes an issue during migration, as these are not transported in the solution xml. You can of course use Solution Extender to copy this across, but I would like to do this right from the Advanced Find window. Apart from data migration, another scenario where you might find the need to create a system view from a personal view, is when you are constantly sharing views to a large number of people of group. When you are doing this, it is good time to actually make this a system view.

With these scenarios in mind, I have developed a solution that simplifies the process of creating a system view from a personal view. After installing the managed solution, you will see a new button called “Promote to System View” in the advanced find, when you switch to the “Saved Views” tab.

screenshot

To create a system view from the personal view, simply choose the views that need to be converted, and click the “Promote to System View” button. A message will be displayed after the conversion is complete. Once you refresh the window, you should be able to see the newly created system view(s).

Please log any issues/feedback/feature request in the github repo -> https://github.com/rajyraman/Personal-View-to-System-View/issues

You can download the managed solution from https://github.com/rajyraman/Personal-View-to-System-View/releases

Chrome Extension: Site Highlighter

EDIT (30/12/16): I have unpublished the extension from Chrome store and retaining this post and the GitHub repo. Stylish is a better extension and offers more features. This extension was a good learning experience for me on how to develop Chrome extension.

Site Highlighter is a Chrome extension I developed to do only one task: change the background colour of an element or a tag. The element could be selected by classname or id. I will give you an example. CRM 2013 doesn’t support themes. But if you just want to differentiate the various environments (DEV/TEST/PROD) by the navigation bar colour, it is not possible without changing the css using the the CRM web application. This is easy to do in OnPremise, but is technically an unsupported change.

In this instance you can use my extension to change the navigation bar to a different colour. The ID you can to match is navBar. The screenshot below shows you the config menu of the extension.

Site Highlighter Options

After you set this up the extension will highlight the element by id navbar, with green colour. The source code for the extension is available at https://github.com/rajyraman/Site-Highlighter. You can install the extension from https://chrome.google.com/webstore/detail/site-highlighter/hembcpepmfkaigjalcajpjjbeimbhnnk

This is my first extension and I worked on it only for three days, including constant ALT+TABing the Chrome Extension developer documentation, and so it may be a little rough around the edges.

Request to people with expertise in Chrome extension Development/UX & Users: If you can give your thoughts on things that I am not doing correctly, it will be helpful for me to make improvements. Thank you.