Client Extension Features

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

The following table describes the features that are available in the ISV.Config for the Microsoft Dynamics CRM Web application and Microsoft Dynamics CRM for Outlook. The configuration of Microsoft Dynamics CRM for Outlook is the same for all supported features in that client. For example, there is no support for appointment book in Microsoft Dynamics CRM for Outlook.

Feature Description
XSD Compliant Schema There are XSD-compliant schemas for the configuration files. See Configuration Files and Schemas.
Custom Entities Custom entities support the same elements as system entities: MenuBar, ToolBar, NavBar, and Grid.
Access to Window When you open a new dialog box from a MenuItem or Button element, you have access to the parent window by using the window.dialogArguments property when the page is on the same domain as the Microsoft Dynamics CRM server.

For more information, see Walkthrough: Capturing the GUID values of records selected in a grid.

Support for JavaScript MenuItem and Button support a JavaScript attribute. The script is executed when the menu item or button is clicked. You should specify either the URL or the JavaScript attribute. If both are specified, the URL is ignored.
Passing Parameters Information about the context of buttons and menu items and NavBarItems configured by using ISV.Config can be passed to the target URL.

For more information, see Passing Parameters to a URL using ISV.Config.

Appointment Book Settings for tuning the performance and appearance of the service calendar.

For more information, see AppointmentBook Element.

Grid Support For each entity element there is a Grid element that applies to all grids that display the specified entity. A Grid corresponds to the term "View" used in the application.

ActionsMenu elements are added to the system Actions Menu.

Button elements are added to a button bar to the right of the menu bar, next to the built-in buttons.

Detail Level Navigation Bar For each entity element there is an Area attribute on the navigation bar element for the specified entity. This corresponds to the expandable areas in the left navigation pane on a detail form. You can add new NavBarItem elements to create buttons that will open the target of a URL to the main pane area in the Entity form window.
Rename Detail Level Navigation areas The default Detail Level Navigation areas (Details, Sales, Service, Marketing) can be renamed by using Titles within NavBarArea elements.
Support for Multiple Languages The text and tooltips in client extension controls can adapt to the user's language settings using the Titles and ToolTips elements
Differentiate Custom Extensions per Client Each control definition that can be added includes the following attributes:
  • AvailableOffline
  • Client

These attributes allow you to determine which client will display the control definition and whether the control will be displayed when the user is working with the Microsoft Dynamics CRM for Outlook with Offline Access client while offline.

See Also


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