Category Archives: Web Resources

Add WebResource to the Sitemap using Dynamics 365 Site Map editor

Introduction: Until Dynamics 365, editing of the Site Map usually required the use of the popular Site Map Editor Plugin from XRM Toolbox. The plugin provided a visual editor with an easy way to modify the sitemap. The traditional way of editing Site Map required editing the XML tags that was error prone, and therefore… Read More »

Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM

Introduction: For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested charts using the data currently being displayed in the View. It is only recently that we discovered a hidden gem, the… Read More »

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »

Using External Fonts in Dynamics 365

Introduction There are various scenarios where we need to develop client extensions in Dynamics CRM to achieve our task. HTML web resources can make a huge difference in Dynamics CRM when we want to create custom web pages to extend our business logic. Web pages with custom fonts give us that added advantage needed to… Read More »

Programmatically Publish Customizations in Dynamics CRM

Introduction: In Dynamics CRM, to make the entity customization changes visible it is important to “Publish” the customization. The customization could be changes to the entity metadata or form design or adding buttons to the ribbon bar. You can also import solutions that update the customizations and publish them. Scenario: In one of the processes… Read More »

Deep Linking for Dynamics CRM Tablet Client

Introduction With Dynamics CRM Tablet client now supporting web resource on tablet client, it is now also possible to open the CRM record through a hyperlink in the web resource. It has been a common requirement that the custom web resources have the need to provide a link to the actual records being displayed. Until… Read More »

Tricks to Resolve Common Scripting Errors on Dynamics CRM Mobile Forms

Introduction: There are some common mistakes which we do while scripting which forms an error on Dynamics CRM mobile forms. For instance, while adding ribbon buttons on the form there are possibilities of mistakes made by us which does not form an error on Web form but we can get an error on Mobile form.… Read More »

Steps to Enable Script Debugging for Dynamics CRM Outlook Client in Visual Studio

We can debug the Script used in Outlook using Visual Studio. For this, we just need to change some settings in the “Advance setting” section of Internet Explorer. In this blog, we will show how to enable Script Debugging using the Visual studio. For this, we have developed the sample code. So, here we have added… Read More »

Access Web Resources from Dynamics CRM tablet and mobile apps

The re-imagined Tablet and mobile client for Dynamics CRM had been a great step forward in BYOD philosophy of Microsoft. However these clients were locked for any kind of customizations directly on the client app. With the latest updates in Dynamics CRM 2016, it is now possible to choose the layout/sections that you would like… Read More »

Make Cross Domain Web Service Request through Client Side Scripting in Dynamics CRM

To perform CRUD operations with CRM data at client side we use ODATA and SOAP services of Microsoft Dynamics CRM. We use XMLHttpRequest to send request to these services to get the response. Microsoft Dynamics CRM provides below WCF services that we used to manipulate CRM data, Organization Data Service – Protocol:  OData (REST) http://<server>/XRMServices/2011/OrganizationData.svc/… Read More »

Re-imagined Phone & Tablet Client for Dynamics CRM Online

Introduction One of the USP of Microsoft Dynamics CRM that differentiates it from other CRM applications available in the market is BYOD – CRM Anywhere. Dynamics CRM as of today supports the following client Web Client ( All major browsers IE/Edge, Chrome, FireFox, Safari) Outlook Client – Seamless integration with Microsoft Outlook so that you… Read More »

System Customizer role does not allow modifying Web Resources in Dynamics CRM 2013

Introduction: Recently, we came across a situation where we were only assigned System Customizer Role in a client environment to give dev access to the organization customizations. It was our understanding all along that System Customizer role is provided to developers for customizing the system and System Administrator being the other role that provided complete… Read More »

How to pass Object or collection of Objects to a web resource in CRM 2011

In Dynamics CRM if we want to pass data to a web resource, then we use Xrm.Utility.openWebResourcefunction and pass as second parameter. But in this case we can’t pass Object or Array as parameter.  So to solve this problem one can use JSON. Using JSON we can convert Object or Collection of Object (Array) in… Read More »