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Microsoft Dynamics CRM (Archived)

best way to implement custom web page in crm

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Hello, I have a possible requirement where I'll need to give the user the ability to click on a "Maximize Notes" button in the ribbon to open the incident notes in full screen mode in a custom web page. The notes on this custom web page will display in full screen mode with an extra-large font.

I worked on a previous CRM project that used a separate .NET WebSite project as a container for all custom web pages used by the CRM installation. A more experienced CRM developer on the previous project recreated one of the custom web pages as webresources within CRM and said that this was a more proper way to implement the custom web page solution.

Is this the general approach that you would use to implement/deliver a custom web page used by CRM? If so then can you describe how you would implement the functionality described in my first paragraph using this approach?

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  • Verified answer
    Hosk Profile Picture
    on at

    The benefit of creating the web pages as Web Resources is they can be added to a CRM solution and are held in the database.

    This means they are easily backed up (in the CRM database), they can be exported between CRM environments (e.g. dev, testing, production).

    They will also need less configuration and setting up and can be reused in other CRM instances.

    I personally agree with the developer who put it in a web resource.  

  • Vijay Waghmare Profile Picture
    on at

    It’s a general approach to introduce custom web page development where it’s not available out of the box in CRM.

    For you functionality you can add custom ribbon button for entity form.

    Create a new HTML web resource and clicking on custom added button launch HTML web resource by window.open.

    Create appropriate CSS web resource for look and feel and refer same on web page.

    You also need to refer “ClientGlobalContext.js.aspx” on your custom web page. you can get parent XRM context by var pContext = window.parent.Xrm.Page.context

     

    Refer below URLs for more details,

    http://msdn.microsoft.com/en-us/library/gg328541.aspx

    http://nishantrana.wordpress.com/2011/10/31/using-html-web-resource-in-crm-2011/

     

    Thanks,

    Vijay Waghmare

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