Dynamics 365 Customer Engagement Deep Dive: Creating a Basic Jscript Form Function Author: Joe ‘The CRM Chap’ Griffin Website: crmchap.co.uk Twitter: @joejgriffin © Joe Griffin

Introduction Aim: To demonstrate how to create a basic JScript Function and Web Resource from start to finish for Dynamics 365 Customer Engagement. Video will be intentionally "quick and dirty", to emphasise the straightforwardness of working with JScript functions within the application and to emulate a real life scenario as best as possible. Accompanying blog post will contain this slide deck and completed solution files for reference purposes. Assume no previous experience, but some knowledge of Visual Studio, JScript/Javascript and Dynamics 365 Customer Engagement/CRM is preferred. © Joe Griffin

Dynamics 365 Customer Engagement Overview Previously known as Dynamics CRM, a “Customer Relationship Management” application developed by Microsoft. “Modular” system, enabling organisations to: Manage sales qualification processes Provide full case management functionality to customers Integrate with external features, such as Portals, Voice of the Customer, Office 365, Exchange Server etc. Customise the application extensively, either within the interface or via code. And more! Cloud based with on-premise version available. © Joe Griffin

Understanding JScript Form Functions Allows you to extend the functionality of entity forms via custom JScript code to modify field values, change label names or perform complex record operations via the Web API. Works on both the web and tablet version of the application (some restrictions). Configured via Web Resources and form event handlers (OnLoad, OnChange, OnSave, TabChangeState). If you are familiar with Business Rules, then you are already know some JScript by association  © Joe Griffin

JScript Overview Microsoft’s implementation of the JavaScript language, JScript bears very little difference to JavaScript and is referred to interchangeably. Most common language used on virtually every website today. Syntax is incredibly similar to C#/Java; developers with previous experience should have little trouble getting to grips with JScript. W3 schools offer a number of practical tutorials that can get you up to speed with the language: https://goo.gl/y20sm2 © Joe Griffin

Creating a D365CE Jscript Function: The Scenario The Problem: A UK based company director has noticed that all of the address labels within the application are using American- style label titles (e.g. State/Province as opposed to County). After renaming each individual field within the Customizations area, the composite Address fields on the Lead entity are not updating correctly to reflect the change. The Solution: Develop an OnLoad JScript function for the Main Lead Entity form to correctly update the composite address labels to their required values. © Joe Griffin

Demo © Joe Griffin

JScript Recommendations Always consider them as a last resort if you cannot achieve the same requirement via a Business Rule. Remember that event handlers are scoped to individual forms. F12/Developer Tools is your best friend when debugging failing JScript functions. Keep an eye on your form load times if using multiple functions. Store your code within a Git repository to enable code change rollback and team collaboration. © Joe Griffin

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