Unitek Microsoft CRM Blog

After my last post, I had a few inquiries as to how to customize Microsoft CRM 3.0’s tool bar. So in this post I will walk through all the steps necessary to accomplish this.

I will use the “Quick Email” example/code from my last post. (Send Emails to Deactivated Leads Without Needing to Activate Them First)

High level steps:

1. Add a new website for the button. We will create a website called QuickEmai. PLEASE NOTE: You can always add your web page created in the next step in the ISV directory. This post will show an alternative.
2. Place the code inside an html page and place the html page in the QuickEmail directory/website.
3. Edit the isv.config file to add the button to the Lead form Action Tool Bar

Add a new website:

Please NOTE: You can always install your web page in the ISV directory. However, we will create a directory; best to create it under C:\Inetpub\Custom

Start IIS Manager (Internet Information Services Manager)

Expand the node that is the Local Computer.

Right click on “Web Sites” and create a new “web site”. This starts the Web Site creation wizard.

First screen asks you to enter a description.

Second one will ask you enter the port number. Choose a port number you know is not being used:

On the next screen put the full path to the directory we created in Inetpub. At this point if we had not created the directory, we can create it.

On the next screen if you are doing more than a read, then check other items. For example if you are going to run a script (such as ASP), then check “Run scripts” as well.

Ok you are done. All you have to do now is to restart IIS.

Place the code inside an html page and place the html page in the QuickEmail directory

You can get the code form the previous post. (Send Emails to Deactivated Leads Without Needing to Activate Them First)

Place that code inside an html file: QuickEmail.html

Place QuickEmail.html file in C:\Inetpub\Custom\QuickEmail directory

Edit the isv.config file to add the button to the tool bar:

Since this button is only relevant to a Lead record, we will place it on the Lead Form’s Action Bar

Next we will edit the isv.config file. For obvious reasons, please make a copy of this file as a backup before you edit it.
You will find this file under “_Resources” directory of you Microsoft CRM 3.0 installed directories. For one of my customer’s implementation it is located:

Edit the Microsoft CRM 4.0’s isv.config.xml file as follow:

In the file

• Expand the <Entities> node
• Expand the <Entity name=“lead“> node
• Expand the <ToolBar ValidForCreate=“0“ ValidForUpdate=“1“> node

Place the following line under this node:

<Button Title=“Quick Email“ ToolTip=“Send Email to a disqualified Lead without needing to activate the Lead first“ Icon=“/_imgs/ico_16_138.gif“ Url=“/QuickEmail/QuickEmail.htm“ Client=“Web,OutlookWorkstationClient“ PassParams=“1“ WinMode=“1“ WinParams=“menubar=no,status=yes,toolbar=no,width=600,height=350“ AvailableOffline=“false“ />

Here is a partial view of the file:

Save and close.

Refresh Microsoft CRM 3.0.

Check this capability by opening a Lead record to see the button you just added.

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services

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