Microsoft Dynamics CRM4.0 Learning Note (i)

Microsoft Dynamics CRM4.0 Learning Note (i)

Introduction: This article is suitable for beginners to learn Microsoft CRM, simply to add a menu in the left menu of the CRM system,

Create a new page and make a form in the page and add some function menus;

Technically, it's a custom entity, a lead-in customization, an import customization, an ISV. The combination of config and application;

Special reminder: Remember to save and republish all actions in the custom entity
So as not to cause unnecessary losses and "bugs"

The specific function points are as follows: 1, add "Project Test Pengzhen" menu and Page

2. Nine types of fields, nodes, and IFRAME that add CRM attributes to the list and form

3. List page Add function point Menu "Creatives view, carpool close" etc.

4. Add function Point Menu "Sync to EBS, customer troubleshooting" and "Tree" menu "perform single action" in the Details form

5. When opening the details form, hide the function point tree menu in the "Perform single action" in the "Resource Booking" node

6, OnChange, OnLoad, onsave the use of forms and attribute fields, and the control of field styles, etc.

7, the relationship and the use of Mapping and field attributes (further explained here)

The specific effect diagram is as follows:

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The project is implemented as follows:

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Custom Entities (basic information)

Add "Project Test Pengzhen" menu and Page

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Custom Entities (properties and views)

Nine types of fields, nodes, and IFRAME that add CRM properties to a list, form

When you open the Details form, hide the function point tree menu in the Resource booking node in the Perform single action

Control of OnChange, OnLoad, OnSave on forms and Attribute fields, and field styles

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Custom Entities (relationships)

Relationship and the combination of mapping and field properties (this will be explained later)

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export customizations, import customizations, ISVs. The combination of config and application

List page Add feature point menu "Creatives view, carpool close" etc.
Add a feature point menu in the Details form "Sync to EBS, customer troubleshooting," and "perform single action" On the tree menu

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Edit ISV.config

ISV.config is actually the customizations.xml mentioned in the picture above, export it > Edit it > Import it

We have completed our export customizations, imported customizations, and ISVs. The combination of config,

Let's look at the code we want to add in our isv.config for

List page Add feature point menu "Creatives view, carpool close" etc.

Add a feature point menu in the Details form "Sync to EBS, customer troubleshooting," and "perform single action" On the tree menu

<entity name= "New_projecttestpz" >-<toolbar validforcreate= "0" validforupdate= "1" > <toolbarspacer/ >-<button client= "Web" javascript= "Openstdwin (' https://www.baidu.com/', ', ', ')" passparams= "1" winparams = "" winmode= "0" >-<Titles> <title lcid= "2052" text= "message"/> </Titles>-<ToolTips> &lt ; ToolTip lcid= "2052" text= "message"/> </ToolTips> </Button>-<button client= "Web" javascript= "openstd Win (' https://www.baidu.com/', ', ', ') ' passparams= ' 1 "winparams=" "winmode=" 0 ">-<Titles> <title LCID = "2052" text= "sync to EBS"/> </Titles>-<ToolTips> <tooltip lcid= "2052" text= "sync related records to EBS as EBS Money Pool Verification Object "/> </ToolTips> </Button>-<button client=" Web "javascript=" Openstdwin (' https://www.baidu.com/', ", 1024x768, 768)" passparams= "1" winparams= "" winmode= "0" >-<Titles> <title lcid= "2052" text= "Customer Troubleshooting"/> & Lt;/titles>-<ToolTips>
  <tooltip lcid= "2052" text= "Customer Troubleshooting"/> </ToolTips> </Button>-<button client= "Web" javascript= " Openstdwin (' https://www.baidu.com/', ', ', ') ' passparams= ' 1 "winparams=" "winmode=" 0 ">-<Titles> <  Title lcid= "2052" text= "Sync to Marketing System"/> </Titles>-<ToolTips> <tooltip lcid= "2052" text= "sync related records to marketing system" /> </ToolTips> </Button> </ToolBar>-<Grid>-<MenuBar>-<Buttons>-< Button client= "Web" javascript= "Openstdwin (' https://www.baidu.com/'," ', "+)" passparams= "1" winparams= "" Winmode= "0" >-<Titles> <title lcid= "2052" text= "guide"/> </Titles>-<ToolTips> <toolt IP lcid= "2052" text= "guide"/> </ToolTips> </Button>-<button client= "Web" javascript= "Openstdwin (' HT tps://www.baidu.com/', ', 1024x768, 768) "passparams=" 1 "winparams=" "winmode=" 0 ">-<Titles> <title lcid=" 2052
"Text=" Creatives View "/> </Titles>-<ToolTips> <tooltip lcid= "2052" text= "Creatives View"/> </ToolTips> </Button> <toolbarspace R/>-<button client= "Web" javascript= "Openstdwin (' https://www.baidu.com/'," ', 1024x768, 768) "passparams=" 1 " winparams= "" winmode= "0" >-<Titles> <title lcid= "2052" text= "Che Tong bao Close"/> </Titles>-<tooltips > <tooltip lcid= "2052" text= "car tong Bao Close"/> </ToolTips> </Button> <toolbarspacer/>-< Button client= "Web" javascript= "Openstdwin (' https://www.baidu.com/'," ', "+)" passparams= "1" winparams= "" Winmode= "0" >-<Titles> <title lcid= "2052" text= "Approval execution order"/> </Titles>-<ToolTips> <to
  Oltip lcid= "2052" text= "Scan execution order for batch approval"/> </ToolTips> </Button> </Buttons> </MenuBar> </Grid>-<MenuBar>-<CustomMenus>-<menu validforcreate= "0" >-<Titles> <title LCID = "1033" text= "perform single action"/> &LT;/TITLES&GT -<menuitem javascript= "Openstdwin (' https://www.baidu.com/', ', ', ')" passparams= "1" winparams= "" winmode= "0" >-<Titles> <title lcid= "1033" text= "Resource Booking"/> </Titles> </MenuItem>-<menuitem Java script= "Openstdwin (' https://www.baidu.com/', ', ', ') ' passparams=" 1 "winparams=" "winmode=" 0 ">-<titles > <title lcid= "1033" text= "Resource booking import"/> </Titles> </MenuItem>-<menuitem javascript= "openstd Win (' https://www.baidu.com/', ' ', 660, "passparams=" 1 "winparams=" "winmode=" 0 ">-<Titles> <title LCID = "1033" text= "Effect data import"/> </Titles> </MenuItem> <menuspacer/>-<menuitem javascript= "if (c Onfirm (' execution order once released will not be recoverable, whether continue. ') = = True) {Openstdwin (' https://www.baidu.com/', ', 500, 200);} " 
  passparams= "1" winparams= "winmode=" 0 ">-<Titles> <title lcid=" 1033 "text=" perform single release "/> </Titles> </MenuItem>-<menuitem javascript= "if (Confirm (' execution order onceCancel will not be recoverable, continue. ') = = True) {Openstdwin (' https://www.baidu.com/', ', 500, 200);} " 
  passparams= "1" winparams= "winmode=" 0 ">-<Titles> <title lcid=" 1033 "text=" execution order cancellation "/> </Titles> </MenuItem> </Menu> </CustomMenus> </MenuBar> </Entity>

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OK, to this end, this article is a combination of text and graphics in the beginning of the article described the function points and shallow into Microsoft CRM!