CRM 4.0 and ISV.config modifications

Published 10 January 08 02:14 PM | jannemattila 

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:

  1. Export current ISV config: Settings -> Customization -> Export Customizations and then select ISV Config and press Export Selected Customizations.
  2. Save .zip file and edit .xml file inside it
  3. Import modified file from Settings -> Customization -> Import Customizations
  4. 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:

CRM System Settings
So navigate to Settings -> Administration -> System Settings and you'll get this dialog:

CRM System Settings and customization

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:

Selected UIs for the customizations

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

Comment Notification

If you would like to receive an email when updates are made to this post, please register here

Subscribe to this post's comments using RSS

Comments

# Geek Lectures - Things geeks should know about » Blog Archive » CRM 4.0 and ISV.config modifications said on January 10, 2008 8:24 AM:

PingBack from http://geeklectures.info/2008/01/10/crm-40-and-isvconfig-modifications/

# Tyrone said on February 19, 2008 4:40 AM:

Thanks, that was very useful indeed have been hunting as to why it wasn't displaying. It all makes sense though!

# Phumlo said on February 20, 2008 4:31 AM:

Thanx, I've been checking for ISVIntegration key like in version 3.

# Andy said on April 18, 2008 11:55 AM:

Do you know if there is a way to modify these setting programatically through the API?

# Seree said on August 5, 2008 2:35 AM:

Can we made it automatically?

Like scripting or programming through API.

Thanks!

# RC said on January 8, 2009 12:49 AM:

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.com

Leave a Comment

(required) 
(optional)
(required) 

  
Enter Code Here: Required
Page view tracker