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.