2011 User's Guide Copyright

Add or Edit a Web Resource

Add or edit a form web resource

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, expand Entities, and then expand the entity you want.
   
5. 
   Click Forms. In the list, click a form to edit it if it has a Form Type of Main.
   

6. 
   To add a Web resource, click the tab in which you'd like to insert it, and then on the Insert tab, click Web Resource.
   

To edit a Web resource, select a tab and the Web resource that you want to edit, and then on the Home tab, click Change Properties.

7. 
   In the Add Web Resource or Web Resource Properties dialog box, on the General tab, enter the information you want. In particular, note the following:
   

• 
  In the Web Resource box, select the image, HTML, Silverlight, or JScript library Web resource that you want.
  
• 
  In the Name box, enter a unique name for the field. The name can contain only alphanumeric characters and underscores.
  
• 
  After you add a Web resource, the Web Resource Properties section appears on this tab. It has options to set custom parameters or pass a record object-type code as a parameter.
  

8. 
   On the Formatting tab, that options that are displayed depend on the section formatting options. In any case, you can determine the number of rows for the field, whether a border is displayed, and the scrolling type.
   
9. 
   On the Dependencies tab, from the Available fields list, select the fields that are required by the Web resource, and then click the Add Selected Records button to move the selected fields to the Dependent fields list.
   
10. 
    Click OK.
    
11. 
    When you finish editing the form, click Save and Close to close the form.
    
12. 
    You can preview how the main form will appear and how events will function:
    

2. 
   On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.
   

3. 
   To close the Preview form, on the File menu, click Close.
   

13. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Can I do this task?

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

With image Web resources you can add images where you need them. The supported image formats are JPEG, GIF, PNG format, or ICO format.

Common uses include:

• 
  Icons for custom ribbon controls and SiteMap subareas.
  
• 
  Decorative graphics for entity forms and Web page Web resources.
  
• 
  Background images used by CSS Web resources.
  

• 
  Add or edit an image Web resource
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, click Web Resources.
   
5. 
   On the Actions toolbar, click New.
   
6. 
   In the Name text box, enter a name for the Web resource. This plus the file extension will become its file name.
   
7. 
   In the Display Name text box, enter a friendly name for this Web resource. This will be displayed in the Display Name.
   
8. 
   In the Type drop-down box, select JPG format, GIF format, PNG format, or ICO format.
   
9. 
   Next to the Upload File box, click Browse.
   
10. 
    In the Choose File to Upload box, select the file you want, and then click Open.
    
11. 
    When you finish editing the Web resource record, click Save and Close.
    
12. 
    You can preview how the image Web resource will appear:
    

1. 
   On the Web Resource tab, click Preview.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

13. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Add or edit a text Web resource

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

You can add JScript, HTML, CSS, XML, and XSL text as a Microsoft Dynamics CRM Web resource.

• 
  Add or edit a text Web resource
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, click Web Resources.
   
5. 
   On the Actions toolbar, click New.
   
6. 
   In the Name text box, enter a name for the Web resource. This plus the file extension will become its file name.
   
7. 
   In the Display Name text box, enter a friendly name for this Web resource. This will be displayed in the Display Name.
   
8. 
   In the Type drop-down box, select Web Page (HTML), Style Sheet (CSS), Script (JScript), Data (XML), or Style Sheet (XSL).
   
9. 
   Next to the Upload File text box, click Browse. After you upload the file, its path is listed in the text box.
   
10. 
    After you have added a text Web resource, a Text Editor button appears next to the Type drop-down box.
    

1. 
   To edit your text or code, click Text Editor.
   
2. 
   To save your edits and close the text editor window, click OK.
   

11. 
    You can preview how the text Web resource will appear:
    

1. 
   On the Web Resource tab, click Preview.
   
2. 
   To close the Preview form, on the File menu, click Close.
   

12. 
    When you finish editing the Web resource record, click Save and Close.
    
13. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.