Microsoft Dynamics CRM – Adding pure Client side scripting

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

By Mani Shankar  •  March 4, 2015  •  3595 Views

Netwoven Blog

You are using Microsoft Dynamics CRM. In this blog I will discuss about how you can add Client Side Scripting using JavaScript for the purpose of programming your Dynamic CRM.  You can use such client side scripting to implement your custom field validation.  For example, you want to validate mobile # to check whether it is 10 digit numbers. In this case instead of setting rule which is a server side validation where a server trip is required for the process to validate, you can use a pure client side scripting.

Procedure

Login in to your Microsoft Dynamics CRM Portal. Select ‘SALES’ and click on ‘CONTACTS’.

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Clicking on ‘CONTACTS’  will give the following screen, then select the  ‘+NEW’ option.

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Clicking on ‘+NEW’ option will get us a form in which we can enter the information of each contact. A pop up JavaScript alert will be shown upon saving of a contact..

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Steps to add JavaScript:

Step 1: Select ‘SALES’

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 2: Under ‘SALES’ select ‘CONTACTS’

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 3: Select NEW

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 4: Select FORM

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 5: Select Form Properties

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 6: Select Add

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 7: Select New

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 8: Fill the fields and select Text Editor

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 9: Write the JavaScript in the text window and click ‘OK’

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 10: Select the Control, Event and click on Add

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 11: Write the Function Name and click OK

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 12: Select OK

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 13: Save the form and Publish

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 14: Goto Sales->Contacts->New as mentioned before

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Step 15: Fill the Form and click on Save button and the JavaScript Alert will appear

Microsoft Dynamics CRM – Adding Pure Client Side Scripting

Conclusion

This is basically a stepping stone of how to incorporate Client side scripting into Microsoft Dynamics CRM. In coming days I will discuss more on Scripting (Server as well as Client side), Plugins etc. into Microsoft CRM.

How to get started with Microsoft Dynamics CRM online

If you have just started using CRM, you can create a 30 days online trial by registering on the site ‘http://www.microsoft.com/en-in/dynamics/crm-free-trial-overview.aspx’.

Looking forward to your feedback and comments below!

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