Microsoft Dynamics CRM 2011 Scripting Cookbook

Microsoft Dynamics CRM 2011 Scripting Cookbook
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Table of Contents
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 268 pages [ 235mm x 191mm ]
Release Date : March 2013
ISBN : 1849688826
ISBN 13 : 9781849688826
Author(s) : Nicolae Tarla
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Chapter 1: Overview of Dynamics CRM 2011 Customization
Chapter 2: Scripting Form Fields
Chapter 3: Field Validation
Chapter 4: Rules and Events
Chapter 5: Error Handling
Chapter 6: Debugging
Chapter 7: Extended UI Manipulation
Chapter 8: Working with Ribbon Elements
Chapter 9: Extending CRM Using Community JavaScript Libraries
Chapter 10: Light Social Media Integration
  • Chapter 1: Overview of Dynamics CRM 2011 Customization
    • Introduction
    • Opening a free 30-day trial of Dynamics CRM 2011 Online
    • Using solutions to package our work
    • Creating and managing entities
    • Creating and managing fields
    • Creating and managing forms
    • Creating and managing scripts
    • Creating and managing other resources
    • Creating and managing workflows
    • Creating and managing dialogs
    • Starting a workflow from a dialog
    • Working with security roles and permissions
    • Chapter 2: Scripting Form Fields
      • Introduction
      • Working with text fields
      • Working with number fields
      • Working with currency
      • Working with date and time
      • Working with option sets
      • Working with lookups
      • Chapter 3: Field Validation
        • Introduction
        • Custom e-mail field validation
        • Custom web address field validation
        • Validating the ticker symbol field
        • Formatting phone numbers
        • Formatting postal codes
        • Replacing the Country and Province fields with lookups
        • Chapter 4: Rules and Events
          • Introduction
          • Form load event usage
          • Form save event usage
          • Field change event usage
          • Working with tabs and sections
          • Combining events
          • Enforcing business rules
          • Chapter 5: Error Handling
            • Introduction
            • Handling unexpected user input
            • Handling unexpected processing
            • Blocking events
            • Handling UI events
            • Advanced error handling
            • Adding a new account and contact with validation
            • Chapter 6: Debugging
              • Introduction
              • Debug messages
              • Using IE for tracing and debugging
              • Debugging using Visual Studio
              • Error logging
              • Using Fiddler with CRM
              • Chapter 7: Extended UI Manipulation
                • Introduction
                • Showing or hiding form elements
                • Formatting fields
                • Creating a rating gauge field
                • Flagging a section for the user
                • Adding a contact picture
                • Adding an account logo
                • Marking accounts for review
                • Dynamic form elements
                • Chapter 8: Working with Ribbon Elements
                  • Introduction
                  • Adding a new ribbon button
                  • Removing ribbon artefacts
                  • Starting a dialog/workflow from a ribbon button
                  • Pre-populating form elements with a button click
                  • Creating other ribbon artefacts
                  • Security trimmed ribbon elements
                  • Using the ribbon for displaying information
                  • Chapter 9: Extending CRM Using Community JavaScript Libraries
                    • Introduction
                    • Using jQuery with Dynamics CRM for page element selection
                    • Using jQuery and CSS
                    • Animating form elements with jQuery
                    • Using jQuery UI for user interaction
                    • Using jQuery UI for customizations
                    • Integrating jQuery UI widgets
                    • Using LiveValidation for input validation as you type
                    • Using Datejs for date manipulation

                      Nicolae Tarla

                      Nicolae Tarla is a Senior Consultant in a Solutions Architect role. He has worked on various mid-size to enterprise-level Dynamics CRM and SharePoint solutions for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since the version 3.0 of the product. Nicolae also participated as a technical reviewer on the book Microsoft Dynamics CRM 2011: Dashboards Cookbook.
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                      Sample chapters

                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                      What you will learn from this book

                      • Learn how to work with the various field and data types in Dynamics CRM 2011
                      • Quickly get up to speed with packaging your solutions and adding customization scripts to a solution package
                      • Drill down and focus on page elements, and take advantage of the page model to insert additional visual elements
                      • Master the creation of custom scripts, as well as take advantage of public scripting libraries in the context of a Dynamics CRM 2011 solution
                      • Manipulate the ribbon and the user interface to present additional information and graphical clues to help users in identifying special records based on business rules
                      • Take advantage of other social aspects by bringing details from external sources in front of the user
                      • Extend the scripting customizations and simplify your scripts by using prebuilt scripting libraries that are publicly available
                      • Work with data within your environment and from external sources

                      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.


                      Microsoft Dynamics CRM 2011 Scripting Cookbook is full of immediately useable recipes showing you how far you can take customization in Dynamics. While the book is structured so that each recipe can be tackled separately, for novice users it is recommended to follow through all the recipes in the order in which they are presented.

                      Who this book is for

                      This book is for those new to Dynamics CRM and for business analysts interested in gaining additional product specific knowledge. Stepping through the first chapters will introduce you to the customization process and give you enough knowledge to start looking into more advanced topics. Developers and web designers of another CRM product will see how their skills can be easily adapted to start customizing Dynamics CRM 2011.
                      You should be familiar with the basic concepts of what a CRM system is and does. Additional knowledge of the current or a previous version of Dynamics CRM will help, but is not necessary.

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