Sit back and relax a bit because we aren’t going to get into any code today. Instead we are going to take a higher level look at some interesting caveats within CRM 2011.
Even if you aren’t a developer, if you customize the form with Web Resources or iFrames, this should be helpful to you.
When using Silverlight, you have three options to put Silverlight on your form:
- Embed a Web Resource and select the XAP file (Figure A – 1)
- Embed a Web Resource and select an HTML wrapper (Figure A – 3)
- Embed an iFrame and enter an HTML wrapper (Figure A – 4)
Figure A (Before)
To make life easier for you and your customer, you could upload your own HTML file with everything self-contained. Now that you have everything nicely contained in an HTML web resource, we can either insert a web resource and select our HTML file (3) or we can use an iFrame and point to our HTML file (4). What’s the difference? Watch what happens when I select a Related entity (e.g. Activities) and then come back to my form. Notice how the Web Resource is blank? That’s because the form reloaded my web resource.
Figure B (After)
Ok, some of you out there may be saying, “but I don’t use Silverlight”. That’s fine, but this actually applies to HTML files as well. When embedding an HTML page, again you can either use a web resource or an iFrame. If you choose a web resource however, the page will reload when toggling to a new related entity. If you choose an iFrame, it will NOT reload (look back at Figure A&B paying attention to 2 and 5).
This is all about your purpose. If you have a HTML page or Silverlight control that is read-only (e.g. graphs, charts, or accessing another system), then a Web Resource would be the better method most of the time. If you are expecting users to input data, then you’ll want to use an iFrame instead of a Web Resource so that the data is persistent. For some of you this could be a gotcha and for others it can be a feature. Hopefully none of your users are on the wrong end of this! Enjoy.
Post by: Paul Way,