/data.mill for Dynamics^™ CRM

1 Log into your Microsoft Dynamics CRM system and switch to the Contact View using the main navigation on the top.

2 Expand the navigation bar and click on the System Views link. This will open a new window to list and modify entities and system resources.

3 Use the navigation on the left side, scroll down and click on the Web Resources component. Web resources may be scripts or files that can be added to several forms.

4 Click New to add a new Web Resource. The web resource is used to add the source code of the validation functions to your MS Dynamics CRM. This will open a new window to define the properties of the web resource.

5 Enter a Name for the new web resource. The name of the resource must be unique and is used to identify the web resource when adding it to your forms. Optional you can enter a display name and a description for the web resource.

6 Set the Content Type to be a Script (JScript). A new button will appear right beside the selection, named Text Editor. Click this button to enter the content of the web resource (opens a new window).

7 Copy & paste the javascript code downloaded from datamill.solutions. This code contains all validation functions and your authentication credentials.

8 Create a new license key and GUID key in your web based account and add both keys to the script. These keys are used for authentication in every single request.

9 The last step of the installation is to Save and Publish the web resource. Now this web resource will be available in all forms and allow the usage of the validation functions.

1 Log into your Microsoft Dynamics CRM system and switch to the Contact View using the main navigation on the top.

2 Expand the navigation bar and click on the System Views link. This will open a new window to list and modify entities and system resources.

3 Use the navigation on the left side and click on the Contact Forms link. Select the view where you want to use the validation functions and open it.

4 Click on the Form Properties button in the top navigation. This button opens a new window to change the form properties and to add/change web resources used by this form.

5 In the upper section of the window (Form Library) you can add and change web resources used by this form. Let\'s add our web resource containing the validation functions to this form by clicking the Add button.

6 This list provides the names of all available web resources for this form. Select the web resource that we have created in the installation guide above and add it to the form by clicking the Add button. You can also use the search function to quickly find the web resource. Submit the changes of the form properties by clicking OK afterwards.

7 Now we are able to add our validation functions to the input fields. Our first function will be the validation of email addresses. Select the email input field and click the Change Properties button in the navigation panel on the top. A new window appears.

8 Switch to the Details tab to read the name of the input field. The name is used to identify the input field and will be required later when creating the event. In our case the input field is named emailaddress1.

9 Switch to the Events tab to add a new event. Select OnChange as event type to trigger the new event as the cursor leaves the input field and if the value was changed. Click Add to create a new event.

10 Select the previously added Form Library from the selection and enter the validation function name you want to execute. A list of available functions can be found here: function overview. Depending on the function chosen you have to enter some parameters.

In our case we will check the syntax and domain of the email address using the METHIS_Email_Domain_Check function. This function requires the input field name as parameter.

11 If you like to execute multiple functions just repeat the last steps and add more events. As soon as you have added all events save them by clicking the OK button.

12 Now you can repeat the last steps to add events to other input fields. If you have added all events Save all changes and Publish them.

1 Log into your Microsoft Dynamics CRM and switch to the Contact View. Click on the New button to create a new contact.

2 Enter an email address. As soon as the cursor leaves the input field and the value was changed the connected function will be executed. We have forgotten to enter the top level domain (.at) in the example, therefore the email address is invalid and highlighted with a red background color.

3 Correct the invalid email address by adding the missing top level domain (.at). As soon as the cursor leaves the input field the function will be executed again. The input field is highlighted with a green background color as the email address is valid now.