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After my last post (Customize Microsoft CRM 3.0 Tool Bar By Adding A Custom Button), I had a few inquiries as to how to customize Microsoft CRM 4.0’s tool bar. So in this post I will walk you through all the steps necessary to accomplish this in Microsoft CRM 4.0.

High level steps:

1. Add a new webpage for the button. In the last post, I showed how to create a new virtual directory under IIS. In this post I will just add a new webpage to the ISV folder.
2. Edit the ISV Config file to add the button to the Lead form Action Tool Bar

Add the code for the button

The best practice is to create a directory with the name of your company in the ISV directory and then create a directory with the name of the application (button) you are adding to CRM. In this example, I have created an html file that simply outputs a message when clicked. Create the directories

/ISV/YourCompanyName/MyCustomButton

Place the code for the button in the above directory

/ISV/YourCompanyName/MyCustomButton/MyCustomButton.html

Edit the ISV Config to add the button to the tool bar

We will place the button on the Lead Form’s Action Bar

If you have not done so, you need to enable ISV customization:

1. From the Navigation Pane, click Settings, click Administration, and then click System Settings.
2. Select the Customization tab.
3. Locate the Custom Menus and Toolbars section and click the lookup button.
4. Select all of the available values.
5. Click OK.
6. Click OK to save the System Settings.
7. Close and re-open Microsoft Dynamics CRM 4.0 or just hit the F5 function key to reload.

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.

To edit this file you would have to export it from in Microsoft CRM 4.0. Once you exported it, make sure that you create a backup copy.

1. From the Navigation Pane, click Settings, then click Customization, then click Export Customizations.
2. Select the ISV Config
3. On the Actions toolbar, click select Export Selected Customizations.
4. Click OK to acknowledge the dialog box describing what will be exported.
5. The file download dialog box appears. Click Save
6. In the Save As dialog box, enter ‘ISVConfig’ in File name. Click Save
7. Click Close
8. Make a copy of the ISVConfig.zip file and rename to ISVConfigBackup.zip
9. Open the ISVConfig.zip file
10. Extract the customizations.xml file to a convenient location

Once you have created the backup copy, edit the ISV config file (customizations.xml extracted above) as follow:

Place the following node:

Save and close.

Now go to Microsoft CRM 4.0 and import this edited ISV.config file into Microsoft CRM.

Refresh Microsoft CRM 4.0.

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

RM
Microsoft CRM Consultant
Unitek Microsoft CRM Services