B L O G
CRM 2011 Data Import - Creating web resources
CRM 2011 now allows you to share Javascript by creating what is known as a "Web Resource".
STEP 1
Select Settings => Customiztions => Web Resource => New.
STEP 2
Select the type as "Script" and enter the name of the resource.
STEP 3
Create a function and write the code. This example displays a message but you can create complex functions to help you mask fields, format phone numbers and enable and disable fields.
STEP 4
When you are finished the new "Web Resource" will be displayed on the list.
STEP 5
Select the entity where you want to use the "Web Resource". This examples useas the "Seminars" custom entity. Go to Marketing => Seminars open a record.
STEP 6
Click on the "Customize" tab.
STEP 7
Click the "Form Properties" icon.
STEP 8
Select the event that will trigger the call to the "Web Resource". This example will use the OnLoad event.
STEP 9
Compleate your selection by clickeing OK.
STEP 10
Note: "gtek Global JScriptWR" was added to the list.
STEP 11
Select that control what will trigger the function.
STEP 12
Select the function.
STEP 13
Note: Function "DisplayMessage" was added to the list.
STEP 14
Important: Don't forget to save and close.
STEP 15
Save and close record.
STEP 16
Publish entity.
STEP 17
This screns shows the results. The message is display upon page load.