Summary:How to Microsoft Dynamics CRM 2011 Fields,Iframe,Tabs Customizations Tutorials Part 2 pdf,ppt,.doc
Add, Remove, or Move Fields:
Fields are used to display the entity fields with input controls; if you created a custom field, as described earlier in this chapter, you will need to add an input control for that field to allow users enter the values. To add a field to the form, just select the field from the Field Explorer list, and drag and drop the field to the section or tab you want.
FIGURE 23.11 Adding fields to be displayed.
You can also select the section where you want to place the field and go to the Field Explorer and double-click the field you want—it will be added to the selected section (see Figure 23.12).
FIGURE 23.12 Fields added to the section.
Add, Remove, or Move IFRAMEs:
You can use IFRAMEs to display custom applications or pages inside the form. This is extremely helpful when you need to use advanced input/output controls that are not included in the CRM controls toolset. Examples include a complex grid, a picture control,or a movie control integrated with Flash or Silverlight. When you click the IFRAME button, you get the dialog in Figure 23.13, which requires the name for the IFRAME as well as the URL of your application.
FIGURE 23.13 Adding an IFRAME.
For example, we are going to enter CORP_Website in the Name property and http://www.webfortis.com in the URL property. When adding the IFRAME with the default values, you will see the IFRAME inserted in the form, as shown in Figure 23.14. Most of the times you want the IFRAME to expand vertically to fill the entire form. To do that, select the IFRAME and click on Change Properties, and then move to the ormatting tab. Under the Row Layout section of the dialog, check the Automatically expand to use the available space check box (see Figure 23.15).
In the Scrolling section, you can choose whether you want to have the IFRAME show the scrollbars (vertical and horizontal) as necessary (which is the default value), always, or never. Finally, you can specify whether you want to show a border around the IFRAME by clicking the Display Border property inside the Border section. Click the OK button to accept this change. You will not see the IFRAME expand on the form in design mode, but it will be expanded when running the application.
To test the form with the IFRAME, click the Preview button on top of the window and select the Create Form menu option. If you use another URL, for example http://www. microsoft.com, which has both JavaScript and Silverlight controls in the page contents to be displayed in an IFRAME, we won’t see the page render properly inside the IFRAME. Figure 23.16 shows the page with errors.
FIGURE 23.14 IFRAME added to the form.
FIGURE 23.15 Making the IFRAME to expand to use the available space.
FIGURE 23.16 IFRAME test with errors.
Change Default IFRAME Properties:
This behavior is normal. It is the default behavior because of the protection that is set by default on the IFRAME properties to prevent the external pages from executing JavaScript codes or ActiveX controls that might perform unintended operations on the CRM application,such as closing the form unexpectedly without allowing CRM to control the window and saving the data properly. However, you can change this security setting to have your page load correctly if you’re sure there will not be a problem, by selecting the IFRAME and clicking Change Properties. Under the Security section of the dialog, clear the Restrict cross-frame scripting check box (see Figure 23.17).Click OK to close the dialog and test it using the Preview top menu and then selecting Create Form. You will see the page loads properly without any warnings (see
Figure 23.18). For this sample, we used a web page URL that will show the same content regardless of
when and where in CRM it is shown. Most of the time, however, you will want to use the IFRAME to show different content depending on the entity and record instance being displayed. For example, you might want to show the company web page in an IFRAME when working with Accounts, and then show an individual’s picture in the IFRAME when working with Contacts. For those cases, you will need to create a custom ASP.NET application and read the GUID of the record that will be passed to the web application. This is
accomplished by setting the check box that says Pass Record object-type Code and Unique Identifier as Parameters.
FIGURE 23.17 Removing the cross-frame scripting protection.
More Related Article:
Ms CRM Form Customizations Part 1
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Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download
Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download
Add, Remove, or Move Fields:
Fields are used to display the entity fields with input controls; if you created a custom field, as described earlier in this chapter, you will need to add an input control for that field to allow users enter the values. To add a field to the form, just select the field from the Field Explorer list, and drag and drop the field to the section or tab you want.
You can also select the section where you want to place the field and go to the Field Explorer and double-click the field you want—it will be added to the selected section (see Figure 23.12).
Add, Remove, or Move IFRAMEs:
You can use IFRAMEs to display custom applications or pages inside the form. This is extremely helpful when you need to use advanced input/output controls that are not included in the CRM controls toolset. Examples include a complex grid, a picture control,or a movie control integrated with Flash or Silverlight. When you click the IFRAME button, you get the dialog in Figure 23.13, which requires the name for the IFRAME as well as the URL of your application.
For example, we are going to enter CORP_Website in the Name property and http://www.webfortis.com in the URL property. When adding the IFRAME with the default values, you will see the IFRAME inserted in the form, as shown in Figure 23.14. Most of the times you want the IFRAME to expand vertically to fill the entire form. To do that, select the IFRAME and click on Change Properties, and then move to the ormatting tab. Under the Row Layout section of the dialog, check the Automatically expand to use the available space check box (see Figure 23.15).
In the Scrolling section, you can choose whether you want to have the IFRAME show the scrollbars (vertical and horizontal) as necessary (which is the default value), always, or never. Finally, you can specify whether you want to show a border around the IFRAME by clicking the Display Border property inside the Border section. Click the OK button to accept this change. You will not see the IFRAME expand on the form in design mode, but it will be expanded when running the application.
To test the form with the IFRAME, click the Preview button on top of the window and select the Create Form menu option. If you use another URL, for example http://www. microsoft.com, which has both JavaScript and Silverlight controls in the page contents to be displayed in an IFRAME, we won’t see the page render properly inside the IFRAME. Figure 23.16 shows the page with errors.
Change Default IFRAME Properties:
This behavior is normal. It is the default behavior because of the protection that is set by default on the IFRAME properties to prevent the external pages from executing JavaScript codes or ActiveX controls that might perform unintended operations on the CRM application,such as closing the form unexpectedly without allowing CRM to control the window and saving the data properly. However, you can change this security setting to have your page load correctly if you’re sure there will not be a problem, by selecting the IFRAME and clicking Change Properties. Under the Security section of the dialog, clear the Restrict cross-frame scripting check box (see Figure 23.17).Click OK to close the dialog and test it using the Preview top menu and then selecting Create Form. You will see the page loads properly without any warnings (see
Figure 23.18). For this sample, we used a web page URL that will show the same content regardless of
when and where in CRM it is shown. Most of the time, however, you will want to use the IFRAME to show different content depending on the entity and record instance being displayed. For example, you might want to show the company web page in an IFRAME when working with Accounts, and then show an individual’s picture in the IFRAME when working with Contacts. For those cases, you will need to create a custom ASP.NET application and read the GUID of the record that will be passed to the web application. This is
accomplished by setting the check box that says Pass Record object-type Code and Unique Identifier as Parameters.
More Related Article:
Ms CRM Form Customizations Part 1
Microsoft Dynamics CRM Relationships
Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download
Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download
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