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Microsoft Dynamics CRM (Archived)

Customize home page for microsoft dynamics online crm

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Posted on by 150

Hello,

I am new to dynamics crm online and was wondering if we could customize its default pages and also if we could create our own web pages in dynamics online as like we do in salesforce.

And also if it is so then how can we accomplish the same as I was unable to find any development like in crm page

Thanks in advance

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  • Suggested answer
    jlattimer Profile Picture
    24,562 on at

    You might need to elaborate a bit more on what you are looking to do when it comes to modifying the default pages. In Dynamics CRM you can control the layout of the forms as far as which fields are displayed and their groupings. You also have the ability to create your own HTML/JavaScript or Silverlight pages which can be embedded into CRM to display other information not native to the application.

    Web Resources for Microsoft Dynamics CRM

  • Aakash Jain Profile Picture
    150 on at

    Thank you Jason for your response.

    Yes actually I want to create my own HTML page and use it on the CRM for user input as am unable to customize the Form options as I wish.

    So where should I develop those pages which takes data from user and stores it back in entity?

  • jlattimer Profile Picture
    24,562 on at

    You should probably download and look through the SDK for starters. In your HTML page you can use JavaScript to update the fields on the parent form directly or using the SOAP or REST endpoints in CRM you can make direct updates to the data. A few more links that might help get you started.

    Web Page (HTML) Web Resources

    Using JQuery in Web Resources

    Use the REST Endpoint for Web Resources

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