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

Marking accounts for review


Sometimes we need to flag an account to make it obvious to the user that some action needs to take place. This recipe will show you two ways to do that. First off, we will put a different border color around the form. Secondly, we will add a colored title to the form, including a message to the user.

Getting ready

For the purpose of this exercise, we can reuse an existing solution. If none exists, create one. Make sure that you have at least the system customizer permission.

How to do it...

Open the solution and perform the following tasks:

  1. Add the Account entity to your solution if not already added.

  2. If asked to add related entities, click on Yes.

  3. Open the main Account form for editing.

  4. Add a new text field named new_opencases with a label of Open Cases. Place the field on the form.

  5. Save and Publish the form.

  6. Add the jQuery resource as described in previous recipes.

  7. Add a new web resource of type JScript. Name it new_JSAccount.

  8. Add the following script to your resource...