Client extension and scripting capabilities

Client extension and scripting capabilities

Use the client extension and scripting capabilities of Microsoft Dynamics CRM
To:

• Include business logic or automation that is saved med very quickly on
  User's computer.
• Extend the Microsoft Dynamics CRM clients to include other applications.
• Include elements of the Microsoft Dynamics CRM application into other
  Applications.
• Change navigation options.
• Develop custom applications that look similar to Microsoft Dynamics CRM
  Provide a consistent user experience.

The Microsoft Dynamics crm sdk describes each of these capabilities
Separately but customizations and extensions to Microsoft Dynamics CRM often use
Several of these capabilities together and in combination:

• Microsoft Dynamics CRM mizmization tools provided in the Web application.
• Microsoft Dynamics CRM plug-ins
• Microsoft Dynamics CRM Workflow
• Other Microsoft technologies, such as Sharepoint.
• Applications created by ISVs for Microsoft Dynamics CRM.
• Custom ASP. NET applications developed for your implementation.

Client extension capabilities

Client extension features allow an isV to build a solution and add it
Seamlessly into the Microsoft Dynamics crm ui. But client extension features can
Also be used to create implementation specific mizations or simply modify
The user experience. For example, you can do the following:

• Add custom menu, button, and navigation controls to launch web applications.
• Insert an IFRAME into a Microsoft Dynamics CRM form to add the functionality
  Of another web site to the form.
• Customize the application navigation structure and change text used in
  Navigation areas.

Client extension controls

You can add custom menus, buttons, and navigation areas to Microsoft Dynamics
CRM by modifying the XML in the isV. config. configure these controls with a URL
To launch your page when they are clicked or add JavaScript to take actions on
The form or interact with Web Services. You can pass parameters that contain
Data from Microsoft Dynamics CRM to the page so that data can be processed in
The logic of the page.

To modify navigation areas found the application Navigation Pane, modify
XML in the sitemap. This allows you to and new navigation areas to include
Another web application within Microsoft Dynamics CRM or re-organize how
Navigation is presented to users.

Adding client extension controls using the isV. config or sitemap are
Primary means to integrate other applications into Microsoft Dynamics CRM.

NoteBeyond adding custom buttons, menus and
Navigation areas, developers cannot change the functionality of the Microsoft
Dynamics CRM application. It is not supported for developers to modify, re-use,
Or inherit functionality from Microsoft Dynamics CRM controls.

For detailed information, see Application
Navigation configuration and adding client Extension
Controls

Iframes

The Microsoft Dynamics CRM form customization tools allow for the placement
Of an IFRAME within Microsoft Dynamics CRM forms. The IFRAME will display
Specified web page as an element within the form. A static web page will
Probably not provide a great deal of value in an IFRAME-so it is expected that
The target page of an IFRAME will have the capability to process parameters
Passed to it and possibly update form values using form scripting if the site
Can be trusted. iframes can also be used to include custom controls or other UI
Elements within a form.

For detailed information, see IFRAME
Support.

Forms scripting capabilities

All Microsoft Dynamics CRM entity Forms provide places to add JScript code
That will run for supported events. The Microsoft Dynamics crm sdk provides
Details on the form object model that allows you to programmatically access and
Manipulate data in Microsoft Dynamics CRM forms. Form scripting can also be used
To interact with other applications, especially web services, including
Microsoft Dynamics CRM Web Services.

For detailed information, see form
Scripting and form
Programming reference

Other extension resources

There are three other resources that are available. These allow you:

• Open Microsoft Dynamics CRM forms through a URL
• Expose a Microsoft Dynamics CRM view through a URL.
• Create UI elements in custom applications that look similar to Microsoft
  Dynamics CRM to provide a consistent user experience.

URL addressable forms and views

For more detailed information see URL addressable forms and
Views

URL addressable forms

If you need to add, view, or modify Microsoft Dynamics CRM data from a custom
Application, you can save time by running ing your application to launch
Microsoft Dynamics CRM form directly from your application. Rather than creating
Your own forms and writing code to interact with the Microsoft Dynamics CRM Web
Services, you can re-use the Microsoft Dynamics CRM forms to provide this
Capability to users of your application.

Each form in Microsoft Dynamics CRM can be opened using a specific URL. This
Allows a user to create a new record. If the guid is provided as an argument
The URL, the URL will open a specific record. This feature allows you to create
'Drill-down 'capabilities into M applications or reports.

URL addressable views

Managing views in Microsoft Dynamics CRM provide the capability for a user
Copy the URL for a participant view or send an e-mail with the URL for
Particle view embedded in the message. This feature is primarily intended
Facilitate communication between users but it also exposes a way for a developer
To get access to a URL for a view that they can include in another application,
Such as a Sharepoint site.

NoteViews which use the user context as
Parameter, such as my accounts, cannot be copied.

URL addressable views cannot bypass Microsoft Dynamics CRM security. Only
Licensed Microsoft Dynamics CRM users will be able to access the views and
Records they see in the Views is based on the read privileges for their security
Role (s ).

Ui Style Guide

When you create an application that will be integrated into Microsoft
Dynamics CRM you can help create a consistent user experience by using the same
Design elements as Microsoft Dynamics CRM. The UI Style Guide provides
Documentation and samples for all the design elements used in Microsoft Dynamics
CRM.

For detailed information, see UI
Style Guide.