Add or edit a form web resource

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

You can add or edit web resources on a form to make it more appealing or useful to users. The types of web resources that you can add or edit on a form are images, HTML files, or Silverlight controls.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Customizations.

3. Click Customize the System.

4. Under Components, expand Entities, and then expand the entity you want to work with.

5. Click Forms, in the list locate a form of type Main, and then double-click or tap the entry to open and edit the form.

6. To add an existing web resource, click the tab (for example, General or Notes) you would like to insert it on, and then on the Insert tab, click Web Resource.

   - OR -

   To edit a Web resource, select a form tab and the web resource that you want to edit, and then on the Home tab, click Change Properties.

7. In the Add Web Resource or Web Resource Properties dialog box, on the General tab, enter the appropriate information in the required fields.

   In particular, note the following:

   1. In the Web resource box, select the image, HTML, or Silverlight web resource that you want to use.

      Note

      After you specify a web resource, the Web Resource Properties section appears at the bottom of this tab, providing options that vary based on the type of web resource you are adding. These options include specifying custom parameters, passing a record object-type code as a parameter, or specifying alternative text that describes the resource or, for images, that makes the image more accessible to all users.

   2. In the Name box, enter a unique name for the field. The name can contain only alphanumeric characters and underscores.

   3. The Label field is automatically populated with a variation of the name you specify, but ensure that the proposed label meets your needs or update it accordingly.

8. On the Formatting tab, the options that display vary based on the type of web resource inserted. These options include specifying the number of columns and rows display, whether a border displays, and the scrolling behavior.

9. If the Dependencies tab displays in the Add Web Resource or Web Resource Properties dialog box, from the Available fields list, select the fields that are required by the Web resource, click the Add Selected Records button to move the selected fields to the Dependent fields list, and then click OK to close the dialog box.

10. When you finish editing the form, on the Home tab, click Save and Close to close the form.

11. To preview how the main form will appear and how events will function:

    1. On the Home tab, click Preview, and then select Create Form, Update Form, or Read-Only Form.

    2. To close the Preview form, on the File menu, click Close.

12. When your customizations are complete, publish them:

    • To publish customizations for only the component that you are currently editing, in the Navigation Pane, select the entity you have been working on, and then click Publish.

    • To publish customizations for all unpublished components at one time, in the Navigation Pane, click Entities, and then on the Actions toolbar, click Publish All Customizations.

See Also

Create and edit web resources