Level Up with the Dynamics 365 Chrome Extension

by | May 29, 2019

For those who may be unfamiliar with the programme, Dynamics 365 is a cloud-based platform that allows businesses to build processes, applications and analytics, meeting the unique requirements of any organisation.

Integrating with other popular Office 365 products such as SharePoint for document storage and Power BI for real-time analytics, the programme is central to daily operations, and can assist with sales, marketing, project tracking and time management functions.

While the possibilities with Dynamics 365 are seemingly endless, navigating around the programme and getting the most out of the technology can be tricky for first-time users.

Luckily, there is a Chrome Extension available for the platform which can help, offering a range of new capabilities, while enhancing the overall user experience.

What is Level Up?

Known as the Level Up Chrome Extension, the Dynamics 365 CRM add-on can be downloaded via the Chrome Web Store, giving users access to various programme functions that are unavailable on the standard platform.

Removing the need for bookmarklets, the extension helps Dynamics 365 users perform advanced or hidden actions, providing greater freedom while using the app.

Once the extension has been installed, users can access the features by clicking on the small ‘rocket’ icon in the toolbar, which then displays a new popup menu listing the various options.

Split into two sections as ‘forms’ and ‘navigation’, the features are designed to help users during the development cycle, allowing them to manipulate information and streamline in-app processes with ease.

We’ve outlined a couple of our favourite features below to give you an idea of what Level Up has to offer.

God Mode

This feature allows users to bypass any requirements of the form, making mandatory fields optional, read-only fields editable and hidden fields visible.

Granting users instant edit access to every area of the form, this feature can be extremely useful when other plugins are relying on hidden fields and it is necessary to get in and quickly edit it.

From an admin’s perspective, this option can help if you need to change a value on a form without entering in all the required fields, especially if it’s only a couple of fields that need fixing, not the entire form.

Removing a lot of unnecessary headaches from the user experience, God Mode provides the perfect solution for those looking to make data changes without giving access to other users.

Logical Names

When looking at a record, users can select Logical Names to show a schema name next to the field on the form.

This allows users to quickly grab the data or take a screenshot of the section they are working with, which can be useful when trying to capture a certain piece of information.

Not only does this option display logical names for fields, tabs and sections, but the extension also gives users the option to clear the names afterwards and restore the form to its original state.

This feature is another example of how the Level Up extension serves to enhance the user experience, making it easier for businesses to get the most out of the programme.

Embrace the digital transformation…

Although introducing new systems, apps and programmes can be daunting during the initial transition period, the long-term benefits associated with Dynamics 365 and other platforms should not be underestimated.

Having become increasingly popular over recent years, businesses are beginning to appreciate the importance of implementing new technology, as a way of staying one step ahead of the competition.

For those individuals who have already introduced Dynamics 365, the Level Up Chrome Extension is just one example of how you can access a range of other exciting features that may not be immediately apparent.

If you’re still considering taking the step, consult our in-house team and find a solution that meets the requirements of your business.