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Thursday, February 27, 2014

Add Custom help Document for CRM 2011 and CRM 2013



Steps:


1.Make an HTML web resource in CRM.  

      2. Make a button using ribbon editor in CRM. And in action give URL of web resource so that when you click on button it will open the web resource. 




      
           3. Now we want to get object type code of an entity on which button is added. Get object type code from URL using javascript. This is the full code of web resource it also contains javascript code to get object type code from URL and to open selected div when button press from different entities(to make help document with different materail to show.) Only add your html in div and enjoy.



    <html>

    <head>

                 <script src="ClientGlobalContext.js.aspx"></script>

                <script type="text/javascript" src="new_jquery_1.4.1.min.js"></script>

                <script type="text/javascript">

   function getParam ( sname )//function to get url

   {

                var params = location.search.substr(location.search.indexOf("?")+1);

                 var sval = "";

                params = params.split("&");

                // split param and value into individual pieces

                for (var i=0; i<params.length; i++)

                {

                                 temp = params[i].split("=");

                                 if ( [temp[0]] == sname ) { sval = temp[1]; }

                 }

                return sval;

   }
    function foo() // function to open Web resource on specific entities 
          {       

                  var bar =  getParam("type");

                 if(bar=="1" )

                 {

                                 document.getElementById('cont').style.display = "none";

                 }

                                                 

                 else if (bar=="2" )

                 {

                                 document.getElementById('ac1').style.display = "none";

                 } 

          }

   </script>

   </head>

                <body onload="foo()">

                                <div id="ac1" style="display:block" >

                                                <h2>Create or edit an accounts</h2>

                                                <h4>Applies To</h4>

                                                <ul>

                                                                <li>Microsoft Dynamics CRM Online</li>

                                                                <li>Microsoft Dynamics CRM 2013</li>

                                                                <li>CRM for web browsers</li>

                                                                <li>CRM for Outlook</li>

                                                </ul> 

                                </div>

                                 <div id="cont" style="display:block">

                                                 <h2>Create or edit an contact</h2>

                                                 <h4>Applies To contact</h4>

                                                    <ul>

                                                                <li>Microsoft Dynamics CRM Online</li>

                                                                <li>Microsoft Dynamics CRM 2013</li>

                                                                <li>CRM for web browsers</li>

                                                                <li>CRM for Outlook</li>

                                                </ul>

                                 </div>

                </body>
</html>