Install in Tampermonkey

Dynamics CRM Link To Record.user.js

// ==UserScript==
// @name         Dynamics CRM Link To Record
// @namespace    seequent.com
// @version      0.2
// @description  Add a copy link to clipboard option to the three dot menu below the ribbon.
// @author       [email protected]
// @match        https://*.dynamics.com/*
// @grant        GM_log
// @run-at       document-idle
// ==/UserScript==

var no = function(thing) { return typeof thing === 'undefined' ? true : thing == null ? true : false;};

var main = function() {
    'use strict';

    var observer = new MutationObserver(function(mutations) {
      for (let mindx = 0; mindx < mutations.length; mindx++) {
          let mutation = mutations[mindx]
          if (mutation.target.id === 'formselectorcontainer') {
              addButtons(mutation.target);
              //observer.disconnect();
              return;
          }
          for (var i = 0; i < mutation.addedNodes.length; i++) {
              let el = mutation.target.querySelector('#formselectorcontainer');
              if (!no(el)) {
                  addButtons(el);
                  //observer.disconnect();
                  return;
              }
          }
        }
    });
    observer.observe(document.body, { childList: true, subtree: true });
};

var addButton = function(text, id, parent, func) {
    var linkEl = document.createElement('a');
    linkEl.innerText = text;
    linkEl.id = id;
    linkEl.style = "float: right; padding-left: 1em;"
    linkEl.addEventListener('click', func);
    parent.appendChild(linkEl);
    return linkEl;
}

var addClipboardElement = function(id, parent) {
    var copyEl = document.createElement('textarea');
    copyEl.style = "position: absolute; left: -10000px; top: -10000px;";
    copyEl.id = id;
    parent.appendChild(copyEl);
    return copyEl;
}

var copyToClipboard = function(id) {
  var copyTextarea = document.querySelector(id);
  copyTextarea.focus();
  copyTextarea.select();

  try {
      var successful = document.execCommand('copy');
    var msg = successful ? 'successful' : 'unsuccessful';
    console.log('Copying text command was ' + msg);
  } catch (err) {
      console.log('Oops, unable to copy');
  }
}

var addCopyButton = function(parent) {
    var copyElId = "gm-entity-link";
    if (parent.querySelector(`#${copyElId}`)) return;
    var linky = `https://${document.location.host}/main.aspx` +
                `?pagetype=entityrecord` +
                `&etn=${Xrm.Page.data.entity.getEntityName()}` +
                `&id=${Xrm.Page.data.entity.getId()}`;

    
    var linkEl = addButton("Copy Link", copyElId+"-btn", parent, function() {
        copyToClipboard('#'+copyElId);
    });
    var copyEl = addClipboardElement(copyElId, linkEl);
    copyEl.textContent = linky;
    GM_log(`${document.location.href}: ${linky}`);
}

function getEntity(clientUrl, segment, entityId, callback) {
  entityId = entityId.replace(/[{}]/g, '')
  var req = new XMLHttpRequest()
  req.open('GET', clientUrl + '/api/data/v8.2/' + segment + '(' + entityId + ')/', true)
  req.setRequestHeader('OData-MaxVersion', '4.0')
  req.setRequestHeader('OData-Version', '4.0')
  req.setRequestHeader('Accept', 'application/json')
  req.setRequestHeader('Content-Type', 'application/json; charset=utf-8')
  req.setRequestHeader('Prefer', 'odata.include-annotations="*"')
  req.onreadystatechange = function () {
    if (this.readyState === 4) {
      req.onreadystatechange = null
      if (this.status === 200) {
        var result = JSON.parse(this.response)
        callback(result, null)
      } else {
        callback(null, this.statusText)
      }
    }
  }
  req.send()
}

var addAttendeesButton = function(parent) {
    if (Xrm.Page.data.entity.getEntityName() !== "new_training")
        return;

    var copyElId = "gm-attendee-link";
    if (parent.querySelector(`#${copyElId}`)) return;
    var linkEl = addButton("Copy Attendees", copyElId+"-btn", parent, function() {
        copyToClipboard('#'+copyElId);
    });
    var copyEl = addClipboardElement(copyElId, linkEl);
    copyEl.textContent = "working...";
    getAttendeesText(copyEl)
}

var getAttendeesText = function(copyEl) {
    let jobNumber = ''+Xrm.Page.data.entity.attributes.get("new_jobnumber").getValue();

    let attendees = [];
    for (let i=0; i<20; i++) {
        let suffix = i < 9 ? '0' : '';
        let lookup = Xrm.Page.data.entity.attributes.get(`new_attendee${suffix}${i+1}`).getValue();
        if (!lookup || lookup.length !== 1)
            break;

        attendees[i] = {
            'id': lookup[0].id.replace(/[{}]/g, ''),
        };
    }

    let copyToCSV = function() {
        var copyString = "Job Number,Fullname,Email\n";
        for (let i=0; i<attendees.length; i++) {
            copyString += `${jobNumber},${attendees[i].fullname},${attendees[i].emailaddress1}\n`
        }
        copyEl.textContent = copyString;
    }

    for (let i=0; i<attendees.length; i++) {
        let baseUrl = Xrm.Page.context.getClientUrl();
        getEntity(baseUrl, 'contacts', attendees[i].id, function(data, error) {
            if (!data || error) {
                attendees[i]['fullname'] = "ERROR";
            } else {
                attendees[i] = data;
            }

            if (attendees.filter((x) => { return typeof x.fullname === 'undefined' }).length > 0)
                return;

            copyToCSV();
        });
    }
}

var addButtons = function(title) {
    if (no(Xrm)) {
        //GM_log(`no Xrm: ${document.location.href}`);
        return;
    }
    if (no(Xrm.Page)) {
        //GM_log(`no Xrm.Page: ${document.location.href}`);
        return;
    }
    if (no(Xrm.Page.data)) {
        //GM_log(`no Xrm.Page.data: ${document.location.href}`);
        return;
    }
    if (no(Xrm.Page.data.entity)) {
        //GM_log(`no Xrm.Page.data.entity: ${document.location.href}`);
        return;
    }

    //var title = document.getElementById('formselectorcontainer');
    if (no(title)) return;

    addCopyButton(title);
    addAttendeesButton(title);
};
if (document.readyState === "loading") {
  document.addEventListener("DOMContentLoaded", () => main);
} else {
  main();
}