CRM 4.0 and ISV.config modifications
If you want to add custom menuitems, modify navbars, add funtionality to toolbars etc. you need to modify so called ISV.config. In CRM 4.0 it can be done pretty easily with these simple steps:
- Export current ISV config: Settings -> Customization -> Export Customizations and then select ISV Config and press Export Selected Customizations.
- Save .zip file and edit .xml file inside it
- Import modified file from Settings -> Customization -> Import Customizations
- Enjoy your modifications!
Actually that same has been presented in really cool Silverlight ScreenCast in here (it's really worth checking out!).
BUT... what if your UI customizations aren't showing up in the UI?! Well the reason is actually pretty obvious (when you found out it first :-)... because you need to first enable the customizations from system settings:
So navigate to Settings -> Administration -> System Settings and you'll get this dialog:
There you can find Custom menus and toolbars which is by default empty. So in order to support your stuff you need to press the ellipse next to the empty textbox and select the UIs you want to modify:
Now I have selected all the three UIs and I'll just press OK for the two dialogs. And now you should really see your own modifications.
Anyways... Happy hacking!
J
Comments
Anonymous
January 10, 2008
PingBack from http://geeklectures.info/2008/01/10/crm-40-and-isvconfig-modifications/Anonymous
February 18, 2008
The comment has been removedAnonymous
February 19, 2008
Thanx, I've been checking for ISVIntegration key like in version 3.Anonymous
April 18, 2008
Do you know if there is a way to modify these setting programatically through the API?Anonymous
August 04, 2008
Can we made it automatically? Like scripting or programming through API. Thanks!Anonymous
January 07, 2009
What should be done to run a windows application on a button click in ISV.Config? Please mail me your answers at ruchika_ru@rediffmail.comAnonymous
January 31, 2010
把 isv.config.xml 按钮事件移动到 entity.onload()Anonymous
May 26, 2010
Do you know what happens to users that are currently modifying records while you're updating the ISV.Config file?Anonymous
July 19, 2010
After I update the customize isv.config file and preview on web browser for result every thing still not change. Why ?Anonymous
October 13, 2010
Thanks for the support .....but import is not worked why??