Advanced Dynamics CRM Development
  • Introduction
  • Background
    • Command Line Support
  • Customizing the UI
    • Quick Note on CRM Web UI
    • Building Blocks
    • Project Layout
    • Development Model
      • Dynamics - React Glue Components
      • Entry Points Revisited
    • dynamics react shims - dev flexibility
      • Shims vs HTML Entry Points
      • Best Practice non-SHIM/SHIM Development
    • Styling
    • Packing react+redux for Deployment
    • Examples
    • Example 1: Activities Viewer
    • Example 2: Tagging
    • Example 3: Specialized Query Interface
  • Working with Plugins (or not!)
  • Scripting Operational Concerns
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  1. Customizing the UI

Examples

Below are some full worked out examples. Key snippets of code are included but you will want to check the source repository for the entire body of code.

  • Activities Viewer: A viewer that is easily customized to show Dynamics Activities in a more reader-friendly way. The basic Activities view in the ActivityWall shows an accordian style approach and MS introduced a "card" based viewer that uses some fairly simple rules to bubble-up activities you should pay attention to. But we need a more friendly way to see Activities (and Annotations) for those people who take alot of notes.

  • Tagging: A general purpose tagging capability. Uses connections to connect any record to a tag.

  • Specialized Query Interface: Create a user friendly query screen to find lists of "things" and do something with them.

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Last updated 5 years ago

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