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

Validating the ticker symbol field


The default ticker symbol field in Dynamics CRM 2011 is integrated with MSN Money to bring up information about the entered symbol. When this symbol is not found, the user is faced with an Information Not Available page. Unfortunately, only the website will validate the user input, not your CRM application. For us to validate the symbols, we need to implement an additional piece of functionality. We can thus prompt the user once they have entered the symbol if the input is not valid.

Getting ready

In order to work through the steps of creating a ticker symbol field, use an existing solution or create a new one.

How to do it...

Perform the following steps to customize a ticker symbol field on an Account form:

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

  2. Open the main form to customize it.

  3. Create a new field, name it Ticker, and set the Type to Single Line of Text and the Format to Ticker Symbol.

  4. Add this new field to the form.

  5. Test the form to make...