product iamge

Microsoft Dynamics CRM 2011 Scripting Cookbook

This document was uploaded by one of our users. The uploader already confirmed that they had the permission to publish it. If you are author/publisher or own the copyright of this documents, please report to us by using this DMCA report form.

Download
Search on Amazon

Simply click on the Download Book button.

Yes, Book downloads on Ebookily are 100% Free.

Sometimes the book is free on Amazon As well, so go ahead and hit "Search on Amazon"

Over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting

Overview

  • Learn the basics of client-side customization and delve deeper into advanced topics at your own pace
  • Understand the basic customization model supported by the product.
  • A practical approach to learning customization driven by task-based recipes for understanding and extending your Dynamics CRM scripting solutions.

In Detail

With the increased adoption of Dynamics CRM 2011, more people are faced with various tasks including administering and customizing the environment. Microsoft Dynamics CRM is a Customer Relationship Management software package from Microsoft. It offers solutions to help companies with Sales, Customer Services, and Marketing. Microsoft Dynamics CRM is increasingly being used by businesses of all kinds and all sizes to reach audiences in new ways. Microsoft Dynamics CRM scripting extends system customization through the use of client-side scripting. It builds on the standard customization options offered by Dynamics CRM.

"Microsoft Dynamics CRM 2011 Scripting Cookbook" walks the reader through the process of customizing an environment, from the most basic topics such as working with specific fields and types, working with the forms, and then moves on to the more advanced topics of scripting and debugging your scripts, designing new form and ribbon elements, and using additional well known public scripting libraries, as well as integrating external data sources into your environment.

The first chapters of this book cover the basics of using the wizard-driven customization approach, packaging your customization into solutions, and adding basic scripts to interact with all the form elements. Further down the road we start introducing concepts around debugging your scripts, working with ribbon elements and navigation, taking advantage of other public scripting libraries and integrating them into your solutions, as well as light ways to bring social information in front of your users.

Later chapters will assume knowledge of some of the most basic customizations presented at the beginning of the book. After completing the recipes in "Microsoft Dynamics CRM 2011 Scripting Cookbook", you will have gained a new perspective on how far can you take the customization in Dynamics CRM. The additional details presented around using other public scripting libraries and integrating other data sources into your environment should serve as a start into investigating additional sources

What you will learn from this book

  • Learn how to work with the various field and data types in Dynamics CRM 2011.
  • Quickly get up to speed with packaging your solutions and adding customization scripts to a solution package.
  • Drill down and focus on page elements, and take advantage of the page model to insert additional visual elements.
  • Master the creation of custom scripts, as well as take advantage of public scripting libraries in the context of a Dynamics CRM 2011 solution.
  • Manipulate the ribbon and the user interface to present additional information and graphical clues to help users in identifying special records based on business rules.
  • Take advantage of other social aspects by bringing details from external sources in front of the user.
  • Extend the scripting customizations and simplify your scripts by using prebuilt scripting libraries that are publicly available.
  • Work with data within your environment and from external sources.

Author(s): Nicolae Tarla
Publisher: Packt Publishing
Year: 2013

Language: English
Pages: 268
Tags: Библиотека;Компьютерная литература;Dynamics;

Cover......Page 1
Copyright......Page 3
Credits......Page 4
About the Author......Page 5
About the Reviewers......Page 6
www.PacktPub.com......Page 8
Table of Contents......Page 10
Preface......Page 14
Introduction......Page 20
Opening a free 30-day trial of Dynamics CRM 2011 Online......Page 21
Using solutions to package our work......Page 23
Creating and managing entities......Page 25
Creating and managing fields......Page 29
Creating and managing forms......Page 36
Creating and managing scripts......Page 39
Creating and managing other resources......Page 41
Creating and managing workflows......Page 43
Creating and managing dialogs......Page 46
Starting a workflow from a dialog......Page 50
Working with security roles and permissions......Page 53
Working with text fields......Page 56
Working with number fields......Page 63
Working with currency......Page 65
Working with date and time......Page 67
Working with option sets......Page 69
Working with lookups......Page 71
Custom e-mail field validation......Page 78
Custom web address field validation......Page 82
Validating the ticker symbol field......Page 85
Formatting phone numbers......Page 87
Formatting postal codes......Page 90
Replacing the Country and Province fields with lookups......Page 91
Introduction......Page 98
Form load event usage......Page 99
Form save event usage......Page 104
Field change event usage......Page 107
Working with tabs and sections......Page 109
Combining events......Page 112
Enforcing business rules......Page 115
Handling unexpected user input......Page 122
Handling unexpected processing......Page 125
Blocking events......Page 131
Handling UI events......Page 133
Advanced error handling......Page 137
Adding a new account and contact with validation......Page 139
Introduction......Page 148
Debug messages......Page 149
Using IE for tracing and debugging......Page 153
Debugging using Visual Studio......Page 155
Error logging......Page 157
Using Fiddler with CRM......Page 163
Introduction......Page 170
Showing or hiding form elements......Page 171
Formatting fields......Page 173
Creating a rating gauge field......Page 174
Flagging a section for the user......Page 178
Adding a contact picture......Page 180
Adding an account logo......Page 181
Marking accounts for review......Page 185
Dynamic form elements......Page 188
Introduction......Page 194
Adding a new ribbon button......Page 195
Removing ribbon artefacts......Page 198
Starting a dialog/workflow from a ribbon button......Page 200
Pre-populating form elements with a
button click......Page 203
Creating other ribbon artefacts......Page 207
Security trimmed ribbon elements......Page 211
Using the ribbon for displaying information......Page 213
Introduction......Page 222
Using jQuery with Dynamics CRM for page element selection......Page 223
Using jQuery and CSS......Page 226
Animating form elements with jQuery......Page 228
Using jQuery UI for user interaction......Page 230
Using jQuery UI for customizations......Page 232
Integrating jQuery UI widgets......Page 235
Using LiveValidation for input validation as you type......Page 236
Using Datejs for date manipulation......Page 238
Introduction......Page 242
Integrating with Facebook......Page 243
Integrating accounts with LinkedIn......Page 246
Integrating contacts with LinkedIn......Page 249
Adding Twitter feeds......Page 252
Working with Del.icio.us data......Page 256
Index......Page 260