Microsoft Dynamics CRM 2011 Scripting Cookbook电子书

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

Support files, eBooks, discount offers, and more

Why Subscribe?

Free Access for Packt account holders

Instant Updates on New Packt Books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Overview of Dynamics CRM 2011 Customization

Introduction

Opening a free 30-day trial of Dynamics CRM 2011 Online

Getting ready

How to do it…

How it works...

There's more...

Using solutions to package our work

Getting ready

How to do it...

How it works...

There's more...

Solution model

See also

Creating and managing entities

Getting ready

How to do it...

How it works...

See also

Creating and managing fields

Getting ready

How to do it...

How it works...

There's more...

See also

Creating and managing forms

Getting ready

How to do it...

How it works...

Creating and managing scripts

Getting ready

How to do it...

Creating and managing other resources

Getting ready

How to do it...

Creating and managing workflows

Getting ready

How to do it...

How it works...

See also

Creating and managing dialogs

Getting ready

How to do it...

How it works...

Starting a workflow from a dialog

Getting ready

How to do it...

How it works...

Working with security roles and permissions

Getting ready

How to do it...

How it works...

See also

2. Scripting Form Fields

Introduction

Working with text fields

Getting ready

How to do it...

How it works...

There's more...

Retrieving the field name to be used in the script

Formatting phone numbers

Validating Country/Region against State/Province relationship

Writing information back to the text field

Working with number fields

Getting ready

How to do it...

There's more...

Working with currency

Getting ready

How to do it...

How it works...

There's more...

Working with date and time

Getting ready

How to do it...

How it works...

There's more...

Working with option sets

Getting ready

How to do it...

How it works...

There's more...

Assigning a value programmatically

Working with lookups

Getting ready

How to do it...

How it works...

There's more...

Clearing a lookup selection

Changing a lookup selection

Expanding on the State example

3. Field Validation

Introduction

Custom e-mail field validation

Getting ready

How to do it...

How it works...

There's more...

Handling erroneous input

See also

Custom web address field validation

Getting ready

How to do it...

How it works...

There's more...

See also

Validating the ticker symbol field

Getting ready

How to do it...

How it works...

There's more...

Re-routing your request to another provider:

See also

Formatting phone numbers

Getting ready

How to do it...

How it works...

There's more...

Formatting for mobile forms

Formatting postal codes

Getting ready

How to do it...

How it works...

Replacing the Country and Province fields with lookups

Getting ready

How to do it...

How it works...

4. Rules and Events

Introduction

Form load event usage

Getting ready...

How to do it...

How it works...

There's more...

See also

Form save event usage

Getting ready

How to do it...

How it works...

There's more...

Starting a process instead of saving the form

See also

Field change event usage

Getting ready

How to do it...

How it works...

Working with tabs and sections

Getting ready

How to do it...

How it works...

Combining events

Getting ready

How to do it...

How it works...

There's more...

You cannot add new fields dynamically

Be mindful of form layout

See also

Enforcing business rules

Getting ready

How to do it...

How it works...

5. Error Handling

Introduction

Handling unexpected user input

Getting ready

How to do it...

How it works...

There's more...

See also

Handling unexpected processing

Getting ready

How to do it...

How it works...

There's more...

Throwing custom errors

See also

Blocking events

Getting ready

How to do it...

How it works...

There's more...

Forcing a Save

Save and New

Save and Close

See also

Handling UI events

Getting ready

How to do it...

How it works...

There's more...

See also

Advanced error handling

Getting ready

How to do it...

How it works...

Adding a new account and contact with validation

Getting ready

How to do it...

How it works...

6. Debugging

Introduction

Debug messages

Getting ready

How to do it...

How it works...

There's more...

Using IE for tracing and debugging

Getting ready

How to do it...

How it works...

See also

Debugging using Visual Studio

Getting ready

How to do it...

How it works...

Error logging

Getting ready

How to do it...

How it works...

There's more...

See also

Using Fiddler with CRM

Getting ready

How to do it...

How it works...

See also

7. Extended UI Manipulation

Introduction

Showing or hiding form elements

Getting ready

How to do it...

How it works...

See also

Formatting fields

Getting ready

How to do it...

How it works...

Creating a rating gauge field

Getting ready

How to do it...

How it works...

Flagging a section for the user

Getting ready

How to do it...

How it works...

There's more...

Adding a contact picture

Getting ready

How to do it...

How it works...

There's more...

Adding an account logo

Getting ready

How to do it...

How it works...

There's more...

See also

Marking accounts for review

Getting ready

How to do it...

How it works...

See also

Dynamic form elements

Getting ready

How to do it...

How it works...

8. Working with Ribbon Elements

Introduction

Adding a new ribbon button

Getting ready

How to do it...

How it works...

There's more...

Adding a ribbon button to a specific entity

See also

Removing ribbon artefacts

Getting ready

How to do it...

How it works...

See also

Starting a dialog/workflow from a ribbon button

Getting ready

How to do it...

How it works...

See also

Pre-populating form elements with a button click

Getting ready

How to do it...

How it works...

See also

Creating other ribbon artefacts

Getting ready

How to do it...

How it works...

See also

Security trimmed ribbon elements

Getting ready

How to do it...

How it works...

There's more...

Enhancing the progression process of a record

See also

Using the ribbon for displaying information

Getting ready

How to do it...

How it works...

See also

9. Extending CRM Using Community JavaScript Libraries

Introduction

Using jQuery with Dynamics CRM for page element selection

Getting ready

How to do it...

How it works...

See also

Using jQuery and CSS

Getting ready

How to do it...

How it works...

There's more...

See also

Animating form elements with jQuery

Getting ready

How to do it...

How it works...

See also

Using jQuery UI for user interaction

Getting ready

How to do it...

How it works...

See also

Using jQuery UI for customizations

Getting ready

How to do it...

How it works...

Integrating jQuery UI widgets

Getting ready

How to do it...

See also

Using LiveValidation for input validation as you type

Getting ready

How to do it...

How it works...

There's more...

See also

Using Datejs for date manipulation

Getting ready

How to do it...

How it works...

There's more...

See also

10. Light Social Media Integration

Introduction

Integrating with Facebook

Getting ready

How to do it...

How it works...

There's more...

See also

Integrating accounts with LinkedIn

Getting ready

How to do it...

How it works...

There's more...

See also

Integrating contacts with LinkedIn

Getting ready

How to do it...

How it works...

See also

Adding Twitter feeds

Getting ready

How to do it...

How it works...

There's more...

Adding CSS

Parsing URLs

Parsing Tweeter handles

See also

Working with Del.icio.us data

Getting ready

How to do it...

How it works...

There's more...

See also

Index