Client scripting in Customer Engagement using JavaScript

Applies to Dynamics 365 (online), version 9.x

Client-side scripting using JavaScript is one of the ways to apply custom business process logic for displaying data on a form in Customer Engagement.

Note

You can also use business rules, which provides a way for someone who does not know JavaScript and is not a developer, to apply business process logic in a form. More information: Create business rules and recommendations to apply logic in a form

Forms in Customer Engagement help display data to the user. A form in Customer Engagement can contain items such as fields, a quick form, or a grid. An event occurs in Customer Enagement forms whenever:

  • A form loads
  • Data is changed in a field or an item within the form
  • Data is saved in a form

You can attach your JavaScript code to "react" to these events so that your code gets executed when the event occurs on the form. You attach your JavaScript code (scripts) to these events by using a Script web resource in Customer Engagement.

Customer Engagement provides you a rich set of client APIs to interact with form objects and events to control what and when to display on a form.

Note

Some client APIs are deprecated in the current release of Dynamics 365 Customer Engagement. Ensure that you are aware of these APIs as you write your client-side code for Customer Engagement. More information: Deprecated client APIs

Get Started

Events in forms and grids

Understand the Client API object model

Walkthrough: Write your first client script

Reference

Client API reference

Web resources for Customer Engagement

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