I have decided to release a small utility that I developed and have been using for a long time when developing Web Resources for CRM within Visual Studio.
It allows you to publish Web Resources to CRM straight from within CRM, and if you attach it to a Keyboard Shortcut, means you can publish it with a press of a key as soon as you have finished editing it.
It allows you to edit JS, HTML, XML and images as part of a Visual Studio Solution. It saves your connection string locally within a project, and remembers which files relate to which CRM Web Resources. It also allows you to run FetchXML queries, and you can save your queries as part of your Project.
It can be downloaded from here, and full instructions on how to use it are also available.
Very often there is a requirement to create Web Resources to be used in Dynamics CRM that provide some form of user interface. Sometimes it may just be to display some data that you otherwise could not display using QuickView Forms, sometimes its to provide some buttons to trigger integrations that need to be on a Dashboard.
I have seen instances where the standard Windows Grey buttons are used, and also seen Web Resources that are graphically styled like they have come straight out of the Web 2.0 UI style guide. These often look inconsistent with how Dynamics CRM looks, and can either be distracting, or look like a dog’s dinner.
Often, most good CRM developers will create a standard style sheet, upload it to their solution, and reference it from any Web Resource that needs it. I would say that this is still a good thing to do, but I wanted to enhance it a bit so that a UI provided by a Web Resource would blend in with CRM without any additional work. This has especially become crucial when a lot of companies will brand their Sandbox environments different to their Production environments (sometimes using garish colour schemes) to instantly alert their users as to which environment they are on. CRM provides Custom Themes for this task, and although they are still quite limited, I wanted to be able to tap in to this feature.
So, I had the idea of creating a mechanism that would automatically retrieve the Theme and style up any User Interface elements using those settings.
Over the years I have seen many unsupported solutions for getting nice little icons in a sub grid. Often, this requirement stems from needing some form of traffic light display, and has only been possible by some sort of unsupported customizations where you can manipulate the DOM.
Now, with Dynamics 365 (December 2016 Update) for both online and on premise, you can do this in a very easy way by following the guide linked at the bottom of this post.