CRM JAVASCRIPT SETDATE WINDOWSIf you’re working with Dynamics CRM Online, as yet plug-ins aren’t supported (nor are custom workflows written with Visual Studio and the Windows Workflow Foundation), so the best you can do is with “regular” Dynamics CRM workflows, of the type I cover in my book, Building Workflows in Dynamics CRM 4.0. The Dynamics CRM SDK has lots of examples of the kinds of things you can do with these, and complete samples including code. Essentially, this will be a compiled DLL, deployed on the server, and can make certain things happen whenever a record is created (or before it’s deleted and lots of other scenarios) regardless of how it’s created. If you’re coding for the on-premise version of Dynamics CRM 4.0, you can write what’s called a “plug-in” and tap into the so-called “event pipeline” for most record types. For example, Web2CRM and other “Internet lead capture” add-ons let you create leads or other record types based on the information provided in and submitted from a web form. External applications can use web services to update the Dynamics CRM database.Most record types in Dynamics CRM - including leads, contacts, accounts, opportunities, cases… - can be created with workflows.A contact can be created in Dynamics CRM when a user of the Outlook client clicks “Track in CRM” for one or more Outlook contacts.There are lots of ways records can be created without having their form open, so you have to take account of situations like these in your applications design: JavaScript in the onLoad event of the Lead form will always run when a new lead record is created… but only IF that new record happens to be created by a user using the Dynamics CRM lead form.An automatic workflow written for the Lead entity, with a scope of “Organization” and triggered on the Create event will always run when a new lead record is created, no matter how it’s created.That is, they only happen if a user is interacting with the form they’re written for. To clarify what this means, compare workflows with form-scripting: But it’s important to remember, and easy to forget (at least for me!) that they really are form-centric. They can certainly do complicated things for example, web services can be called to query information from your CRM server or to interact with an external application. CRM JAVASCRIPT SETDATE UPDATEThis page is a fantastic resource and a good uber-starting point, since it’s got the SDK link front and center, plus a lot more.įorm-scripting can do a lot of different things, but the common denominator of all CRM form scripts is that they a) respond to data a user enters on a form, and/or b) update the display of information on a form. But rather than give you a link to it, here’s a link to the MSDN Developer Center for Dynamics CRM. Probably the best starting place is the Dynamics CRM SDK. CRM JAVASCRIPT SETDATE HOW TOThere are LOTS of good resources for learning how to do Dynamics CRM form-scripting - i.e., placing JavaScript code behind the onLoad and onSave form events, and behind the onChange event of any field on a form. Set the field value to current time.Getting Started with Dynamics CRM Form-Scripting
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