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
-
Microsoft Dynamics CRM 2011 Scripting Cookbook
- Table of Contents
- Microsoft Dynamics CRM 2011 Scripting Cookbook
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
-
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
- 2. Scripting Form Fields
- 3. Field Validation
- 4. Rules and Events
- 5. Error Handling
- 6. Debugging
- 7. Extended UI Manipulation
- 8. Working with Ribbon Elements
-
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
- 10. Light Social Media Integration
- Index
Product information
- Title: Microsoft Dynamics CRM 2011 Scripting Cookbook
- Author(s):
- Release date: March 2013
- Publisher(s): Packt Publishing
- ISBN: 9781849688826
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