MSCRMBLOG.NET - Microsoft CRM & Sharepoint Blog

Hi All,

Have you ever wanted to add some toolbar buttons to the CASE/CONTACT/ACCOUNT form?

Well now you can, you can use the ISV.config provided by CRM.

1. Export the ISV Config Customizations from CRM
2. Edit the XML file
3. Find the <entity name=”incident”> node and add the following - I couldn’t paste the XML because of wordpress limitations.


Note: the following are custom images: taskicon.gif, emailicon.gif and phonecallicon.gif.

4.  Save the XML and import into CRM and publish the customizations.

Code explantion:

JavaScript="locAddActTo(4210)" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

Here we are using the CRM javascript function locAddActTo() and using the entity identifier (this being a phone call) which is located in the SDK and we are telling CRM to show this button is Outlook and the web version of CRM

JavaScript="resolve();" PassParams="0" WinParams="" WinMode="0" Client="Web, Outlook" AvailableOffline="true"

We are using the resolve() function on the case entity form which will resolve the case like you would when going to the actions menu > resolve case

MSCRM-Admin CRM 4.0, Customizations, JavaScript case, Customizations, isv config, JavaScript, xml