Microsoft Dynamics CRM Web Resources - Microsoft Dynamics CRM

What is Microsoft Dynamics CRM Web Resources?

Web resources in CRM are the virtual web documents that are saved in CRM database and used to enforce web page functionalities in CRM. those documents can be of HTML, JScript, Silverlight, or any other supported types.

CRM being a product, comes with an extensive set of features and functionalities. however, most of the times, you will have to extend those existing functionalities to meet your custom requirements. Extending those functionalities generally happens in two ways −

  • Extending on client side − using web resources and form Scripting.
  • Extending on Server side − Plugins, Workflows and web services (we are going to learn this part in the upcoming chapters).

Uses of web resources

As mentioned above, extending CRM on the client side is wherein web assets comes in picture. To understand this clearly, consider the following use cases −

  • you have a CRM shape containing certain fields. CRM presents out-of-the-box features for basic validations including mandatory fields, field lengths, etc. but what in case you would like to have a extra complicated validation which includes validating if the entered phone number is in the appropriate layout, or validating if the entered address actually exists, or if the entered SSN is correct?
  • CRM presents out-of-the-box UI customizations such as developing sections and tabs on a shape, rearranging fields, etc. but, what if the client wants to build a custom page which shows all of the information of the customer coming from their other ERP system?
  • CRM comes with a standard ribbon bar, which includes all the buttons and options. What if you want to add a ribbon button of your own?
  • Consider that you have an ERP system already in place. What if you would like to open some CRM screens from this ERP system?
  • You may always name any outside web services on your server-aspect plugin code. however, what if you would like to name any outside web services while you are still on the client-side?

The solution to all these “What ifs” is web resources. each web resource can be accessed through its specific URL. you may either add a web resource record or for codebased resources (which includes HTML, Jscript, etc.) you can even edit them directly inner CRM. because web sources are saved within CRM, they can easily be migrated from one environment to another together, along with any CRM customizations.

Types of web resources

Type of Web Resource

Sample Application in CRM

WebPage (HTML)

You may want to create any custom HTML page such as maps, custom application page, etc. and place it inside your CRM form.

Style Sheet (CSS)

Any CSS files that will be used together with the HTML files.

Script (JScript)

Any client-side logic such as validations, manipulating field values, etc.

Data (XML)

Can be used to store any static settings or configuration data.

Image (PNG,JPG,GIF, ICO)

Any images used in the application on ribbon buttons, icons, forms, etc.

Silverlight (XAP)

Any custom Silverlight application embedded within CRM.

StyleSheet (XSL)

Used to transform XML data.

Out of all these types of web assets, we will be analyzing the most essential types of web assets - HTML web assets and JScript web assets, in the next chapters.

Accessing web Resources for Any Entity

All the web assets stored in the database can be accessed in CRM. Following are the steps involved −

Step 1 − visit Settings → Customizations → customize the system.

Step 2 − From the left navigation, select web resources. Currently, you may not be able to see any web resources because we have not created anything yet.

Microsoft Dynamics CRM - Web Resources

We will be looking at how to create web resources in the next chapters.

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