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Microsoft Dynamics CRM 2011 Scripting Cookbook

Book Description

Over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting

  • Learn the basics of client-side customization and delve deeper into advanced topics at your own pace

  • Understand the basic customization model supported by the product

  • A practical approach to learning customization driven by task-based recipes for understanding and extending your Dynamics CRM scripting solutions

In Detail

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

  1. Microsoft Dynamics CRM 2011 Scripting Cookbook
    1. Table of Contents
    2. Microsoft Dynamics CRM 2011 Scripting Cookbook
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    8. 1. Overview of Dynamics CRM 2011 Customization
      1. Introduction
      2. Opening a free 30-day trial of Dynamics CRM 2011 Online
        1. Getting ready
        2. How to do it…
        3. How it works...
        4. There's more...
      3. Using solutions to package our work
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Solution model
        5. See also
      4. Creating and managing entities
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      5. Creating and managing fields
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Creating and managing forms
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Creating and managing scripts
        1. Getting ready
        2. How to do it...
      8. Creating and managing other resources
        1. Getting ready
        2. How to do it...
      9. Creating and managing workflows
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      10. Creating and managing dialogs
        1. Getting ready
        2. How to do it...
        3. How it works...
      11. Starting a workflow from a dialog
        1. Getting ready
        2. How to do it...
        3. How it works...
      12. Working with security roles and permissions
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    9. 2. Scripting Form Fields
      1. Introduction
      2. Working with text fields
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Retrieving the field name to be used in the script
          2. Formatting phone numbers
          3. Validating Country/Region against State/Province relationship
          4. Writing information back to the text field
      3. Working with number fields
        1. Getting ready
        2. How to do it...
        3. There's more...
      4. Working with currency
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      5. Working with date and time
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Working with option sets
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Assigning a value programmatically
      7. Working with lookups
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Clearing a lookup selection
          2. Changing a lookup selection
          3. Expanding on the State example
    10. 3. Field Validation
      1. Introduction
      2. Custom e-mail field validation
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Handling erroneous input
        5. See also
      3. Custom web address field validation
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Validating the ticker symbol field
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Re-routing your request to another provider:
        5. See also
      5. Formatting phone numbers
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Formatting for mobile forms
      6. Formatting postal codes
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Replacing the Country and Province fields with lookups
        1. Getting ready
        2. How to do it...
        3. How it works...
    11. 4. Rules and Events
      1. Introduction
      2. Form load event usage
        1. Getting ready...
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Form save event usage
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Starting a process instead of saving the form
        5. See also
      4. Field change event usage
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Working with tabs and sections
        1. Getting ready
        2. How to do it...
        3. How it works...
      6. Combining events
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. You cannot add new fields dynamically
          2. Be mindful of form layout
        5. See also
      7. Enforcing business rules
        1. Getting ready
        2. How to do it...
        3. How it works...
    12. 5. Error Handling
      1. Introduction
      2. Handling unexpected user input
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Handling unexpected processing
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Throwing custom errors
        5. See also
      4. Blocking events
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Forcing a Save
          2. Save and New
          3. Save and Close
        5. See also
      5. Handling UI events
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Advanced error handling
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Adding a new account and contact with validation
        1. Getting ready
        2. How to do it...
        3. How it works...
    13. 6. Debugging
      1. Introduction
      2. Debug messages
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      3. Using IE for tracing and debugging
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      4. Debugging using Visual Studio
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Error logging
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      6. Using Fiddler with CRM
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    14. 7. Extended UI Manipulation
      1. Introduction
      2. Showing or hiding form elements
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      3. Formatting fields
        1. Getting ready
        2. How to do it...
        3. How it works...
      4. Creating a rating gauge field
        1. Getting ready
        2. How to do it...
        3. How it works...
      5. Flagging a section for the user
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      6. Adding a contact picture
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
      7. Adding an account logo
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      8. Marking accounts for review
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      9. Dynamic form elements
        1. Getting ready
        2. How to do it...
        3. How it works...
    15. 8. Working with Ribbon Elements
      1. Introduction
      2. Adding a new ribbon button
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Adding a ribbon button to a specific entity
        5. See also
      3. Removing ribbon artefacts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      4. Starting a dialog/workflow from a ribbon button
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      5. Pre-populating form elements with a button click
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      6. Creating other ribbon artefacts
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      7. Security trimmed ribbon elements
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Enhancing the progression process of a record
        5. See also
      8. Using the ribbon for displaying information
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
    16. 9. Extending CRM Using Community JavaScript Libraries
      1. Introduction
      2. Using jQuery with Dynamics CRM for page element selection
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      3. Using jQuery and CSS
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Animating form elements with jQuery
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      5. Using jQuery UI for user interaction
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      6. Using jQuery UI for customizations
        1. Getting ready
        2. How to do it...
        3. How it works...
      7. Integrating jQuery UI widgets
        1. Getting ready
        2. How to do it...
        3. See also
      8. Using LiveValidation for input validation as you type
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      9. Using Datejs for date manipulation
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    17. 10. Light Social Media Integration
      1. Introduction
      2. Integrating with Facebook
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      3. Integrating accounts with LinkedIn
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
      4. Integrating contacts with LinkedIn
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. See also
      5. Adding Twitter feeds
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
          1. Adding CSS
          2. Parsing URLs
          3. Parsing Tweeter handles
        5. See also
      6. Working with Del.icio.us data
        1. Getting ready
        2. How to do it...
        3. How it works...
        4. There's more...
        5. See also
    18. Index