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Leveraging HTML Web Resources to show blocks of text in forms

In previous versions of Microsoft Dynamics CRM, whenever blocks of text needed to be displayed within forms, the system customiser had limited options. They could either use a section name to display text (this was however rather limited in terms of length and placement flexibility) or would need to resort to embedding a custom web page within an iframe. This was typically beyond the capability of most customisers and posed certain challenges when redeploying between environments.

Microsoft Dynamics CRM 2011 allows us to add HTML web resources to forms and we can use these to seamlessly add text blocks wherever we choose. The below example shows a form that has an authorisation section that required some official wording placed above the secured fields.


To achieve this, we need to first of all add a css web resource which contains the following line of text:

body { font-family:Segoe UI; font-size:11px; margin:0px; background-color:F6F8FA; border:0px; }

In the example, we have named our css web resource gap_styles/master.css.

This will be referenced by our HTML web resource in order to format the text and background so that it blends into the form seamlessly.

Next, add a HTML web resource and add your required text block:


Click on ‘Source’ and ensure you add the highlighted LINK tag which references the previously created css web resource.

<LINK rel=stylesheet type=text/css href="../gap_styles/master.css"></LINK>


Finally, add the HTML web resource to your form in the desired section.



Ensure the border is not displayed and scrolling is set to ‘Never’.

Rob Boyers

Print | posted on Thursday, July 14, 2011 10:58 AM |


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