Book Image

Microsoft Dynamics CRM 2011 Scripting Cookbook

By : NICOLAE TARLA, Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2011 Scripting Cookbook

By: NICOLAE TARLA, Nicolae Tarla

Overview of this book

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.
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011 Scripting Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Working with security roles and permissions


Security roles and permission can be configured as part of the same solution package. This allows us to port these configurations from one environment to another. Be aware though that there are some limitations in the use of security roles as part of a solution. One of the most important is a limitation where roles can only be configured at a top business unit when they are saved as part of a solution package.

Getting ready

We will be working within the same solution package we created earlier.

How to do it...

In order to add a new security role we must perform the following steps:

  1. Open the existing solution package.

  2. Navigate to the Security Roles view.

  3. To create a completely new role, select New. A better approach is to modify one of the existing roles by selecting Add Existing, but for the purpose of this recipe we will create a new role. Click on New.

  4. Give the role a name and make the necessary modifications. Click Save and Close. The new role is added as part of the solution.

  5. With this new role created, we can go back to the custom Country form we previously created. Open the form and click on Assign Security Roles.

  6. Deselect the selected security roles, and select the newly created security role.

  7. Click on OK, save changes, and publish all customizations.

How it works...

At this point we have a new security role added to the solution package. Additionally, we have configured the custom Country form to be visible only by users that are assigned the newly created security role.

See also