Microsoft Dynamics CRM HTML Web Resources - Microsoft Dynamics CRM

What is Microsoft Dynamics CRM HTML Web Resources?

In this chapter, we will learn about the various web resources in Microsoft Dynamics CRM.

Applications of HTML Web Resources

An HTML web resource in CRM can include any HTML content that may be rendered on a browser. consider the following scenarios in which you would like to apply HTML web resources −

  • You have a static HTML page that you want to reveal inside CRM screen.
  • You have a custom HTML page that expects a few enter parameters and receives rendered based on those enter parameters. for example, remember you are fetching data from an outside API or internet carrier, and you need to show this in CRM.
  • You need to show a few data with a unique appearance and sense from the standard CRM UI.
  • You have a custom ASPX page (outside CRM application) which gets rendered based on the input parameters. because CRM does not allow you to have ASPX web sources, you can create an HTML web resource and call the outside ASPX page from this HTML page.

HTML Web Resource Example

We will create a very easy HTML web resource which will show a custom text ‘Welcome to wisdomjobs’. note that that is a very easy instance of an HTML web resource. almost, the HTML web assets could be more complicated than this.

Step 1 − Create an HTML document named sampleHTMLWebResource.html and copy the following code.

Step 2 − First, we are able to create a new net resource and then reference it on the contact form. Open the Default Solution and navigate to WebResources tab from the left panel. click New.

Microsoft Dynamics CRM - HTML Web Resources

Step 3 − it will open a New Web Resource enter the information as proven in the following screenshot and read the HTML record that we created in Step 1. click Save and publish. close the window.

Microsoft Dynamics CRM - HTML Web Resources

Step 4 − You will see the new Web Resource added to the Web Resources grid.

Microsoft Dynamics CRM - HTML Web Resources

Step 5 − Now open the contact form through Settings → Customizations → customize the system → contact → main form. choose the contact Information section and switch to Insert tab from the top ribbon bar. click web resource.

Microsoft Dynamics CRM - HTML Web Resources

Step 6 − it will open an Addweb resource window. click on the web resourceLook up from this window, which will open the web resource Look up Recordwindow. search the web resource that you simply created (new_sampleHTMLWebResource), choose it from the grid and click Add.

Microsoft Dynamics CRM - HTML Web Resources

Step 7 − Coming returned to Add web resource, input the Name and Label as proven in the following screenshot and click ok. near the window.

Microsoft Dynamics CRM - HTML Web Resources

Step 8-You will see the HTML Web Resource added below the Address field.

Microsoft Dynamics CRM - HTML Web Resources

Step 9 − to check this out, open any touch record and you will see the HTML web resource content displayed there.

Microsoft Dynamics CRM - HTML Web Resources

Limitations of HTML Web Resources

  • There is no supported manner of using the server-side code in HTML web assets.
  • HTML web assets can receive only limited variety of parameters. To pass more than one value in the information parameter, you may need to encode the parameters consist of decoding logic on the other end.

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