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

Cover......Page 1
Copyright......Page 3
Credits......Page 4
About the Author......Page 5
About the Reviewers......Page 6
www.PacktPub.com......Page 8
Table of Contents......Page 10
Preface......Page 14
Introduction......Page 20
Opening a free 30-day trial of Dynamics CRM 2011 Online......Page 21
Using solutions to package our work......Page 23
Creating and managing entities......Page 25
Creating and managing fields......Page 29
Creating and managing forms......Page 36
Creating and managing scripts......Page 39
Creating and managing other resources......Page 41
Creating and managing workflows......Page 43
Creating and managing dialogs......Page 46
Starting a workflow from a dialog......Page 50
Working with security roles and permissions......Page 53
Working with text fields......Page 56
Working with number fields......Page 63
Working with currency......Page 65
Working with date and time......Page 67
Working with option sets......Page 69
Working with lookups......Page 71
Custom e-mail field validation......Page 78
Custom web address field validation......Page 82
Validating the ticker symbol field......Page 85
Formatting phone numbers......Page 87
Formatting postal codes......Page 90
Replacing the Country and Province fields with lookups......Page 91
Introduction......Page 98
Form load event usage......Page 99
Form save event usage......Page 104
Field change event usage......Page 107
Working with tabs and sections......Page 109
Combining events......Page 112
Enforcing business rules......Page 115
Handling unexpected user input......Page 122
Handling unexpected processing......Page 125
Blocking events......Page 131
Handling UI events......Page 133
Advanced error handling......Page 137
Adding a new account and contact with validation......Page 139
Introduction......Page 148
Debug messages......Page 149
Using IE for tracing and debugging......Page 153
Debugging using Visual Studio......Page 155
Error logging......Page 157
Using Fiddler with CRM......Page 163
Introduction......Page 170
Showing or hiding form elements......Page 171
Formatting fields......Page 173
Creating a rating gauge field......Page 174
Flagging a section for the user......Page 178
Adding a contact picture......Page 180
Adding an account logo......Page 181
Marking accounts for review......Page 185
Dynamic form elements......Page 188
Introduction......Page 194
Adding a new ribbon button......Page 195
Removing ribbon artefacts......Page 198
Starting a dialog/workflow from a ribbon button......Page 200
Pre-populating form elements with a \nbutton click......Page 203
Creating other ribbon artefacts......Page 207
Security trimmed ribbon elements......Page 211
Using the ribbon for displaying information......Page 213
Introduction......Page 222
Using jQuery with Dynamics CRM for page element selection......Page 223
Using jQuery and CSS......Page 226
Animating form elements with jQuery......Page 228
Using jQuery UI for user interaction......Page 230
Using jQuery UI for customizations......Page 232
Integrating jQuery UI widgets......Page 235
Using LiveValidation for input validation as you type......Page 236
Using Datejs for date manipulation......Page 238
Introduction......Page 242
Integrating with Facebook......Page 243
Integrating accounts with LinkedIn......Page 246
Integrating contacts with LinkedIn......Page 249
Adding Twitter feeds......Page 252
Working with Del.icio.us data......Page 256
Index......Page 260