Nicolae Tarla - Microsoft Dynamics CRM 2011 Scripting Cookbook
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- Book:Microsoft Dynamics CRM 2011 Scripting Cookbook
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Over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting
Overview
- 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
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.
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Copyright 2013 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: March 2013
Production Reference: 1150313
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-882-6
www.packtpub.com
Cover Image by Artie Ng (<>)
Author
Nicolae Tarla
Reviewers
Michael G. Ferreira
Sandor Schellenberg
Tanguy TOUZARD
Acquisition Editor
Mary Nadar
Lead Technical Editor
Susmita Panda
Technical Editors
Sharvari Baet
Devdutt Kulkarni
Dennis John
Project Coordinator
Esha Thakker
Proofreaders
Sandra Hopper
Samantha Lyon
Lydia May Morris
Indexer
Tejal R. Soni
Graphics
Aparna Bhagat
Production Coordinators
Aparna Bhagat
Prachali Bhiwandkar
Cover Work
Aparna Bhagat
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 MicrosoftDynamics CRM 2011: Dashboards Cookbook .
I would like to thank my wife and daughter, who put up with the hectic schedule and the long nights and weekends consumed over the last few months on this project. They both fully supported me from start to finish. I want to give an additional thank you to Mark for introducing me to the writing process and asking me the dreaded question: When are you writing yours? That was the starting point.
Michael G. Ferreira , is a diverse "hands on" leader, entrepreneur, and executive consultant with 20 years of widely diverse business and technology leadership experience. He has crafted client/vendor/partner relationships, advisory services, managed large project portfolios, directed product development, implemented transformation change, and pioneered new service delivery techniques.
Since 2003 (Microsoft Dynamics CRM 1.0 beta), Michael has been working with a diverse range of customers and partner organizations (start-up to enterprise; across industries). He has proposed, lead, architected, and deployed over 100+ Microsoft CRM-based technology solutions ranging from out-of-the-box configurations to product upgrades to very complex integrated multi-channel service delivery platforms (CRM, ERP, Portal, Mobile, Social, BI/DW with integration).
Beyond implementation, Michael has played a key role in building the Microsoft CRM partner and consultant community, having helped launch seven organizational practices/delivery teams as well as building and selling his own uniquely positioned Microsoft-based technology solutions provider offering professional and managed services, vertical software/platform-as-a-service products, and hardware and software sales.
I'd like to thank Packt Publishing for letting me participate and my wife for her support throughout the process.
Sandor Schellenberg is the owner and founder of friendlyITsolutions (http://www.friendlyitsolutions.nl/), which mainly focuses on Microsoft Dynamics CRM and related software in the Microsoft stack. He is a Senior Microsoft Dynamics CRM Consultant/Solution Architect and specializes in data migrations and integrations.
In autumn of 2009 his work was recognized and rewarded with an invitation to the Scribe Software MVP Program. In 2013 he was rewarded for a fifth time for the program.
His roots in Microsoft-based Internet technologies go back more than 15 years, and since 2005 he has specialized in Microsoft Dynamics CRM. Starting with his first guest post on the blog of Menno te Koppele, he then decided to start his own blog, Friendly Microsoft CRM Monster (http://www.friendlycrmonster.com/), a blog with a wink. The blog is widely read in the Dynamics CRM community and focused mainly on Microsoft Dynamics CRM technical and integration/migration topics. He is also the author of several "musings" at msdynamics.com, where he writes about common topics that have to be faced during implementations of Dynamics CRM.
He has experience with implementing Dynamics CRM in several branches and companies in the small to midsize segment, but also in the enterprise segment. Migrations and integrations are not only within the Microsoft stack, but also with widely used software of other vendors including SalesForce, Oracle, and SAP.
Tanguy TOUZARD is a technical consultant and expert on the Microsoft Dynamics CRM application. Since the first version of the application, Tanguy works on integration projects as a developer, consultant, and trainer.
He has expertise in all areas of development and integration around Microsoft Dynamics CRM (JavaScript, Plugins and workflow activities, Reports) and shares his knowledge through Microsoft forums and his blog. He also developed many tools available to the community Dynamics CRM, which made him a Microsoft MVP in the category Dynamics CRM.
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