For Microsoft Dynamics CRM Partners

Taking Advantage of Web Resources

Presented By:

Sebastian Waksmundzki

AlfaPeople

Prague April 3 - 6, 2011

For Microsoft Dynamics CRM Partners

WhoAmiRequest

• Senior Dynamics Architect @ AlfaPeople– 10 Years Experience– Still love technology – CRM, SharePoint, ERP(s)

• Social– Blog www.mindthecloud.net– Twitter @qmiswax

For Microsoft Dynamics CRM Partners

Agenda• Web Resources

– Capabilities– Limitations

• Real Life– Virtual Paths– Demo – Tools

• Web Resources and Solutions• Q&A

For Microsoft Dynamics CRM Partners

For Microsoft Dynamics CRM Partners

What are Web Resources

• Long long time ago (v4) there was only chaos…

• Now: Virtual files– stored in the DB – unique URL address

• On-premise and Online – https://MyOrganization.crm.dynamics.com/

WebResources/– http://myServer/MyOrganization/WebResources/

For Microsoft Dynamics CRM Partners

Web Resource Types

File File extensions Type Web Page (HTML) .htm, .html 1Style Sheet (CSS) .css 2Script (JScript) .js 3Data (XML) .xml 4Image (PNG) .png 5Image (JPG) .jpg 6Image (GIF) .gif 7Silverlight (XAP) .xap 8StyleSheet (XSL) .xsl, .xslt 9Image (ICO) .ico 10

For Microsoft Dynamics CRM Partners

Capabilities

• Used to extend the Microsoft Dynamics CRM Web application

• Reusability of code (JS Libraries)• Familiar technologies for developers• Pack and go deployment model• Accessible via SDK• Available offline

For Microsoft Dynamics CRM Partners

Limitations

• Only client side • Only for licensed Microsoft

Dynamics CRM users (CRM security context)

• Organization.MaxUploadFileSize property

• One missing type (.aspx) to execute code on the server

For Microsoft Dynamics CRM Partners

JavaScript Library

• JScript libraries are reusable– Up to 50 scripts per entity form– Up to 50 functions as event handlers

• Execution Context– to determine Depth, Event Source,

shared variables

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Common Functionsfunction changeElementBackground(elementName, colour) { $(elementName).css("backgroundColor", colour);}

function highlightControlText(controlName, colour) { $('#' + controlName).css("color", colour);}

function highlightBackground(controlName, colour) { $('#' + controlName).css("backgroundColor", colour);}

For Microsoft Dynamics CRM Partners

Demo of JS library

For Microsoft Dynamics CRM Partners

Execution Context

• Passed to Jscript function as first parameter

• Tells you about object generated the event

For Microsoft Dynamics CRM Partners

Execution contextfunction DoSomething(context){ var oField = context.getEventSource().getValue(); if (typeof(oField) != "undefined" && oField != null) { } context.getEventSource().setValue(“whatever”);}

For Microsoft Dynamics CRM Partners

Look and feel with data

• Look and feel: HTML pages (css)/Silverlight

• Data: REST – Html page + jquery – Silverlight

For Microsoft Dynamics CRM Partners

REST

Microsoft Dynamics CRM Implementation of REST (Odata) OData Entity Data Model (EDM)

[Your Organization Root URL]/xrmservices/2011/organizationdata.svc

[Your Organization Root URL]/xrmservices/2011/organizationdata.svc/$metadata

For Microsoft Dynamics CRM Partners

REST ()

OData Query Designerhttp://crm2011odatatool.codeplex.comCrmRestKit (Dynamics CRM 2011)http://crmrestkit.codeplex.com/

For Microsoft Dynamics CRM Partners

CrmRestKit // CREATEvar contact = CrmRestKit.Create('Contact', { FirstName: ‘Seb', LastName: ‘W' });

// RETRIEVECrmRestKit.Retrieve('Contact', contact.ContactId, ['ContactId', 'ParentCustomerId'], function (contact) {

var contactId = contact.ContactId;// ...

});

For Microsoft Dynamics CRM Partners

Passing Parameters htmlParameter Name Description

typename Entity Name The name of the entity

type Entity Type CodeAn integer that uniquely identifies the entity in a specific organization.

id Object GUID The GUID that represents a record.

orgname Organization Name The unique name of the organization.

userlcid User Language CodeThe language code identifier being used by the current user.

orglcid Organization Language Code

The language code identifier that represents the base language for the organization.

data Optional Data Parameter An optional value that may be passed.

For Microsoft Dynamics CRM Partners

Virtual/Relative paths

• WebResources can be developed and tested outside of Microsoft Dynamics CRM 2011 and then imported

• Virtual folder structure

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Demo (Geo Locate)

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Object Model

For Microsoft Dynamics CRM Partners

Images

• JPG, PNG, GIF• Ribbon $webresource Directive • Custom entity icons • Background for html• Custom form features

For Microsoft Dynamics CRM Partners

Data (XML)

• Save and access data• Cache data that you want to use in

your solution• This is not another DB

For Microsoft Dynamics CRM Partners

Tools

• Web Resource Utility• Minify (PowerShell)• CRM 2011 Dev Toolkit

– see Marco Amoedo and his session

For Microsoft Dynamics CRM Partners

Solution Management

For Microsoft Dynamics CRM Partners

Demo (Tools)

For Microsoft Dynamics CRM Partners

Sebastian WaksmundzkiAlfaPeople

swa@alfapeople.com

Thank You for Attending extreme 2011!

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