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Introduction of web resources in MS Dynamic CRM

By Ishaan Sheikh on 8/3/2021

Web resources are simply web files those are stored in CRM database. Web Resources provides ability to add code in CRM forms/fields to implement or extend features and functionalities in CRM. Web resources are able to handle client side interaction. These files can be JavaScript (.js) , Html (.html) and/or css , Any Image(.png , .jpg , .gif) and any other supported types. We can use web resources to upload files in CRM & also can edit these file inside the CRM and then we can be referenced them by unique name or url . Since web resources are stored in crm so they can easily migrated from one environment to another together.

To access web resources in CRM we have to follow some common steps:
Step 1 : Navigate to settings | Customization | Customize the system
Step 2 : From the left navigation go to components | Web Resources

Web Resources in CRM using Java Script : Java script based web resources requires to write code in CRM’S Xrm.page model and add it as jscript web resource in CRM which can then be referenced anywhere by unique url. Using Xrm.Page model is Microsoft’s way of coding which ensures that any written code using this model will be compatible with any future versions of CRM.

Usage of Java script based web resource in CRM for :
=> Form event programming like: Open forms , views , dialogues with unique url 
=> Interaction with web services and other web resources in CRM
=> Ribbon customizations like: Disable/Hide Buttons & Enable/Disable buttons , alteration for specific feature of button on click event.

Web Resources in CRM using Html : Html web resource contains simple Html code in CRM that enables the inclusion of things as complex as a custom page or as simple as basic text page into form by utilizing a web resource control .For this we need to create simple Html page and add it (.html) as a web resource in CRM. There is no supported way of using server side code in Html web resource .    

Usage of Html based web resource in CRM for :
=> Need to show a static html page inside CRM screen .
=> Need to perform action in CRM like : A Custom Html page requires some input parameters and gets rendered based on those input parameters.
=> Need to display information in specific way unlike to standard CRM UI.

 

 

 

 

ASP.NET
CSS
HTML 5
Javascript
MS CRM 2016
MSCRM 2013
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