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| 1 | C:\Araxis_Merge_Comprasion\Pub_un\BTSSS_CIF_122016.zip\BTSSS_CIF_12_20_16\clean\CRM\trunk\SDK\SampleCode\JS\RESTEndpoint\RESTJQueryContactEditor | Readme.docx | Tue Dec 20 19:51:48 2016 UTC |
| 2 | Wed Feb 1 19:57:01 2017 UTC |
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| 1 | Microsoft Dynamics C RM SDK | |||||
| 2 | RESTJQuery ContactEdi tor Readme | |||||
| 3 | This folde r contains sample co de that de monstrates how to pe rform the most basic data oper ations usi ng the Dyn amics CRM OData endp oint and J avaScript. The sampl e has an i nteractive user inte rface that allows th e user to search for Contacts by name. U ser can cr eate, upda te and del ete Contac ts. | |||||
| 4 | The sample uses the jQuery lib rary for D OM access and manipu lation. Th e sample a lso uses j Query’s $. ajax metho d to make service ca lls to the OData end point. For more info rmation se e www.jque ry.com. | |||||
| 5 | Instructio ns | |||||
| 6 | To view th e source c ode, doubl e-click on the “REST JQueryCont actEditor. sln” file in the sam ple root d irectory t o open in Microsoft Visual Stu dio 2013. | |||||
| 7 | ||||||
| 8 | No compila tion is ne eded to ru n this exa mple becau se all the files are HTML and JavaScript . There ar e three (3 ) main fil es: | |||||
| 9 | ||||||
| 10 | RESTJQuery ContactEdi tor.htm – An HTML fi le that re ferences a ll the nee ded JScrip t files an d displays output to the user. | |||||
| 11 | jquery1.9. 1.min.js - A popular JScript l ibrary tha t includes capabilit ies to per form async hronous da ta operati ons using the $.ajax object | |||||
| 12 | RESTJQuery ContactEdi tor.js – A generic l ibrary tha t can perf orm Create , Retrieve , Update a nd Delete operations using jqu ery1.9.1.m in.js. Thi s file was created f or this ex ample and includes I ntelliSens e for Visu al Studio. | |||||
| 13 | ||||||
| 14 | NOTE: In t he Visual Studio sol ution, you ’ll see a file “jque ry1.9.1.js ” This fil e is only needed for Visual St udio Intel liSense an d does not need be u ploaded as a Web Res ource. | |||||
| 15 | For each o f the file s listed a bove you m ust create a Web Res ource. Be sure to “S ave” and “ Publish” a ll Web Res ources. Na me the Web Resources as follow s: | |||||
| 16 | /RESTJQuer yContactEd itor.htm – Refers to the html file above and is th e web reso urce used for runnin g the samp le. | |||||
| 17 | /Scripts/j query1.9.1 .min.js – Refers to the minimi zed jQuery library. | |||||
| 18 | /Scripts/R ESTJQueryC ontactEdit or.js – Re fers to th e custom O DataJQuery library. | |||||
| 19 | NOTE: The names of t he web res ources sta rt with “/ ” to simul ate the sa me structu re the fil es are org anized in the Visual Studio so lution. Th at way, yo u don’t ha ve to chan ge any of the paths on your sc ript refer ences in y our html f ile before uploading them as W eb Resourc es. | |||||
| 20 | Save and P ublish all Web Resou rces. | |||||
| 21 | Open the “ /RESTJQuer yContactEd itor.htm” Web Resour ce and cli ck Preview . | |||||
| 22 | ||||||
| 23 | Expected R esults | |||||
| 24 | You should see a win dow open t itled “Sea rch for Co ntacts By Name” incl uding a se arch textb ox and but tons. Clic k on Searc h button w ith no sea rch text t o retrieve the first 50 Contac ts. Provid e search t ext and cl ick Search button to find Cont acts where Full Name contains your searc h text. Cl ick New to create a new row. T he Contact will not be persist ed to Dyna mics CRM u ntil Save is clicked on a new row. Each Contact in the table has a Sav e and Dele te button. Save will execute a Create or Update to the Conta ct accordi ngly. Dele te will de lete the r ow and try to delete the Conta ct from CR M if it ex ists. | |||||
| 25 | ||||||
| 26 | Troublesho oting | |||||
| 27 | Run-time e rrors | |||||
| 28 | If you are experienc ing errors when runn ing the sa mples, che ck the fol lowing. | |||||
| 29 | You have S aved and P ublished a ll Customi zations be fore previ ewing the HTML Web R esource. | |||||
| 30 | You’ve nam ed all thr ee web res ources app ropriately . | |||||
| 31 | ||||||
| 32 | Important Notes | |||||
| 33 | The sample files are not inten ded to be used in a production environme nt. You sh ould deplo y this sam ple to a t est enviro nment and examine it for inter action or interferen ce with ot her parts of the sys tem. | |||||
| 34 | Before you deploy th is sample to a produ ction envi ronment, m ake sure t hat you co nsider the existing customizat ions you m ay have im plemented in Microso ft CRM 201 3. | |||||
| 35 | Quick Setu p | |||||
| 36 | You can in stall the Managed So lution to quickly se e how the sample wor ks. The fo llowing st eps instal l a Manage d Solution containin g the web resources needed to run the sa mple. | |||||
| 37 | Import Mic rosoft Dyn amics CRM Managed So lution | |||||
| 38 | Open Micro soft Dynam ics CRM. | |||||
| 39 | Navigate t o Settings -> Soluti ons. | |||||
| 40 | Click “Imp ort.” | |||||
| 41 | Click “Bro wse.” | |||||
| 42 | In the Fil e Upload w indow, nav igate to t he root of the sampl e and choo se the “RE STJQueryCo ntactEdito r_1_0_0_2_ managed.zi p” and cli ck Open. | |||||
| 43 | Click Next , Next, OK to finish . | |||||
| 44 | Click “Pub lish All C ustomizati ons.” | |||||
| 45 | Using the default so lution, op en the htm l Web Reso urce named “/RESTJQu eryContact Editor.htm ” and clic k Preview. | |||||
| 46 | ||||||
| 47 | Copyright | |||||
| 48 | This docum ent is pro vided "as- is". Infor mation and views exp ressed in this docum ent, inclu ding URL a nd other I nternet We b site ref erences, m ay change without no tice. You bear the r isk of usi ng it. | |||||
| 49 | ||||||
| 50 | Some examp les depict ed herein are provid ed for ill ustration only and a re fictiti ous. No re al associa tion or co nnection i s intended or should be inferr ed. | |||||
| 51 | ||||||
| 52 | This docum ent does n ot provide you with any legal rights to any intell ectual pro perty in a ny Microso ft product . You may copy and u se this do cument for your inte rnal, refe rence purp oses. | |||||
| 53 | ||||||
| 54 | © 2013 Mic rosoft Cor poration. All rights reserved. | |||||
| 55 | ||||||
| 56 | Microsoft, Active Di rectory, A ctiveX, Bi zTalk, Exc el, Great Plains, In ternet Exp lorer, JSc ript, Micr osoft Dyna mics, MSN, Outlook, PivotTable , PivotCha rt, Visual Basic, Vi sual Studi o, Windows , Windows Live, Wind ows Server , and Wind ows Vista are tradem arks of th e Microsof t group of companies . | |||||
| 57 | ||||||
| 58 | All other trademarks are prope rty of the ir respect ive owners . |
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