HTML Web Resources

Another type of CRM web resource is the HTML web resource.  This allows the insertion of things as complicated as a custom web page or as simple as simple text into the page by using a web resource control.  This section will show you how to insert a simple HTML web page control into a CRM form.

  1. Create a simple HTML page and add it as a web resource to CRM.  Be sure to select HTML Page as the type and upload the HTML page using the Browse button.  Save and publish the web resource.  Next we’ll add it to the Account form.

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2. Next, navigate to the Account form and add a new web resource from the Customizations tab.

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Select your previously added HTML web resource and enter the name for your item.  Click OK then save and publish the form.

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3. Refresh your Account form and the HTML page will appear on the page.

The use of HTML pages on CRM forms gives developers a great deal of flexibility when extending CRM.  Because the content in the web resource is an actual HTML page, most of the functionality of HTML can be utilized to give the user access to outside web sites or interact with CRM records via JavaScript embedded within the HTML page.

Should you wish to display something more complex in on the form such as a portal, an IFRAME may be more appropriate.  When creating an IFRAME control on the form you can define a specific URL on control creation which will load the defined page when the form loads.  This will allow for development of complex business logic within the web resource that a standard HTML web resource may not be equipped to handle.

To learn more about HTML and IFRAME use in CRM see the following articles:

HTML:  http://msdn.microsoft.com/en-us/library/gg309536.aspx

IFRAME:  http://msdn.microsoft.com/en-us/library/gg328034.aspx

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