Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook

By : NICOLAE TARLA, Nicolae Tarla

Buy this Book

Microsoft Dynamics CRM 2011 Scripting Cookbook

By: NICOLAE TARLA, Nicolae Tarla

Buy this Book

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.

Microsoft Dynamics CRM 2011 Scripting Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

Overview of Dynamics CRM 2011 Customization

Introduction

Opening a free 30-day trial of Dynamics CRM 2011 Online

Using solutions to package our work

Creating and managing entities

Creating and managing fields

Creating and managing forms

Creating and managing scripts

Creating and managing other resources

Creating and managing workflows

Creating and managing dialogs

Starting a workflow from a dialog

Working with security roles and permissions

Scripting Form Fields

Introduction

Working with text fields

Working with number fields

Working with currency

Working with date and time

Working with option sets

Working with lookups

Field Validation

Introduction

Custom e-mail field validation

Custom web address field validation

Validating the ticker symbol field

Formatting phone numbers

Formatting postal codes

Replacing the Country and Province fields with lookups

Rules and Events

Introduction

Form load event usage

Form save event usage

Field change event usage

Working with tabs and sections

Combining events

Enforcing business rules

Error Handling

Introduction

Handling unexpected user input

Handling unexpected processing

Blocking events

Handling UI events

Advanced error handling

Adding a new account and contact with validation

Debugging

Introduction

Debug messages

Using IE for tracing and debugging

Debugging using Visual Studio

Error logging

Using Fiddler with CRM

Extended UI Manipulation

Introduction

Showing or hiding form elements

Formatting fields

Creating a rating gauge field

Flagging a section for the user

Adding a contact picture

Adding an account logo

Marking accounts for review

Dynamic form elements

Working with Ribbon Elements

Introduction

Adding a new ribbon button

Removing ribbon artefacts

Starting a dialog/workflow from a ribbon button

Pre-populating form elements with a button click

Creating other ribbon artefacts

Security trimmed ribbon elements

Using the ribbon for displaying information

Extending CRM Using Community JavaScript Libraries

Introduction

Using jQuery with Dynamics CRM for page element selection

Using jQuery and CSS

Animating form elements with jQuery

Using jQuery UI for user interaction

Using jQuery UI for customizations

Integrating jQuery UI widgets

Using LiveValidation for input validation as you type

Using Datejs for date manipulation

Light Social Media Integration

Introduction

Integrating with Facebook

Integrating accounts with LinkedIn

Integrating contacts with LinkedIn

Adding Twitter feeds

Working with Del.icio.us data

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Introduction

While the focus of the previous chapters has been mostly on customizing Dynamics CRM and using data internal to the application, this chapter will focus on bringing various other data feeds into the application.

This chapter is a light approach to integrating various social media sources into Dynamics CRM 2011. We will only focus on the client-side scripting aspect. You can do a lot more by using plugins, but the value brought by integrating other sources on the client side is, in many instances, more than enough. It also shifts the load from the server to the client, which in some instances is a desirable outcome.

In order for all of these recipes to work, the machine you are developing on, as well as the client machines need to have direct access to the internet. No caching takes place, and all data is retrieved dynamically from external sources.

Note

When taking this approach to customization, make sure that the client machines have access to the internet, as well as to the development...

Microsoft Dynamics CRM 2011 Scripting Cookbook

By : NICOLAE TARLA, Nicolae Tarla

Microsoft Dynamics CRM 2011 Scripting Cookbook

By: NICOLAE TARLA, Nicolae Tarla

Overview of this book

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Current Title:

Microsoft Dynamics CRM 2011 Scripting Cookbook

Introduction

Note