Microsoft Dynamics CRM 2011 Scripting Cookbook

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

Microsoft Dynamics CRM 2011 Scripting Cookbook

Cookbook
Nicolae Tarla

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

ISBN 139781849688826
Paperback268 pages

About This Book

  • 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

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.

Table of Contents

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
Chapter 10: Light Social Media Integration
Introduction
Integrating with Facebook
Integrating accounts with LinkedIn
Integrating contacts with LinkedIn
Adding Twitter feeds
Working with Del.icio.us data

What You Will Learn

  • 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.

Authors

Table of Contents

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
Chapter 10: Light Social Media Integration
Introduction
Integrating with Facebook
Integrating accounts with LinkedIn
Integrating contacts with LinkedIn
Adding Twitter feeds
Working with Del.icio.us data

Book Details

ISBN 139781849688826
Paperback268 pages
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