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Dynamics CRM 2011 - Microsoft Dynamics CRM 2011: Re-usable JScript ...

One of the most remarkable improvements in Dynamics CRM 2011 is the broadened scope for “declarative customizations” – i.e., those not requiring code. If you’re just starting out with the new version and have some customization experience with CRM 4.0, a good place to see this is in working with lookups. Nearly every day I discover a useful application that required code in CRM 4.0 but can be done in CRM 2011 entirely by customizing properties of the new and improved lookup field. That being said…there are still plenty of situations requiring some code. Fortunately, when you run into one of these, the improvements in CRM 2011 are just as significant. The ones I want to talk about here – re-usable libraries of JScript code – are part of a brand-new construct known as a “web resource”. Think of web resources as virtual files: resources that can be stored in the CRM 2011 database that in CRM 4.0 would have required a physical disk file. I presented an introductory session at the recent : this article is effectively the “hello world” version of working with form scripts in CRM 2011. My experience is that the CRM 2011 approach is different enough from CRM 4.0 that there’s a short, sharp learning curve; hopefully this article will help. The good news is, once you get used to working with JScript web resources, you’ll find that the benefits of having re-usable libraries of form script functions will far outweigh the costs of learning how they work! – you probably started by grabbing code from somewhere on the web or something you’d written previously, and placing it on the Change event of the phone number field on a form. The account entity has ten phone number fields (including fax numbers) and the contact entity (including pager numbers) probably has more. So if you implemented this on 20 fields and then had to fix a bug…you had your work cut out for you! Rather than uploading a file, you can simply click the Text Editor button to open up the default editor. What you’re creating in here is the function that will be called from a form event – that is, will be identified as the “event handler” for a form event. To focus specifically on the mechanics, here’s as simple an example as I can come up with: Now that your function’s ready to use, how do you use it?

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