Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario 4


Rob is a CRM developer in an organization; he comes across a requirement that needs him to deactivate the Contact form if the parent account status is inactive. He figures he can use JavaScript to solve this problem. We will make a Web API call for the account to check its status and then deactivate the form using a JavaScript function.

First, we will retrieve the statuscode field of the parent account. Then, we need to check if the status of the parent is inactive; if yes, then we need to deactivate the form. We will write a JavaScript function for this. The whole process is shown in the following code:

function checkAccountStatus()
{
  //Fetch parent account
  var accountAttribute = Xrm.Page.getAttribute("parentcustomerid");
  var accountId;

  //Check if account is not null
  if (accountAttribute != null)
  {
    //Get value of account attribute
    accountId = accountAttribute.getValue();
    if (accountId != null)
    {
      //Gets the account Id
      accountId = accountId...