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 tabs and sections


This recipe will show you how to work with tabs and sections on a form. You might have observed some bits of code in other recipes that allow you to hide a specific tab if a condition is not met. Here, we will analyze how to hide and show these form elements.

Getting ready

For the purpose of this demonstration, we will be looking at the Contact form we have been working on until now. Reuse the same solution you have used already, or if you want to start a new one, create a new solution.

How to do it...

First off, let's focus on working with the tabs. These form elements have the advantage of generating a link on the navigation, allowing a user to browse directly to a specific tab. They come in handy when you have a long entity form, and you don't want the user to scroll for too long.

On the top-left side of the Contact form, right underneath the ribbon, your will see the tab as shown in the following screenshot:

Observe the four tabs displayed by default on the...