Customizing the Microsoft CRM Application

  • Article

The following sections describe each of the supported Microsoft CRM application integration points:

  • Main navigation pane. You can add side tabs to the navigation pane (on the left) in each module: Home, Workplace, Sales, Service, and Reports.
  • Global menu bar. You can add menus between the GoTo menu and the Help menu in the global menu bar.
  • Detail form menu bar. You can add menus to the left of the Help menu to the following detail forms: Account, Contact, Lead, Opportunity, Incident (Case), Quote, SalesOrder (Order), and Invoice.
  • Detail form toolbar. You can add buttons to the toolbar on the following detail forms: Account, Contact, Lead, Opportunity, Incident (Case), Quote, SalesOrder (Order), and Invoice.
  • Detail form navigation pane. You can add side tabs to the navigation pane (on the left) in the following detail forms: Account, Contact, Lead, Opportunity, Incident (Case), Quote, SalesOrder (Order), and Invoice.

A sample integration file and an XML reference follows.

Integration setup

You can find the XML file for application integration on the Microsoft CRM Web server at:

<installation drive and folder>\wwwroot\_Resources\isv.config

Edit this file to add menus, side tabs, and buttons to your system. Making a copy of the original configuration file before editing is recommended.

The Microsoft CRM application reads this configuration file when the application is started.

Customization file

To enable your customizations, you set the ISVIntegration setting in the web.config file to On. Web.config is located at:

<installation drive and folder>\wwwroot\web.config

The ISVIntegration setting is used as a performance optimization. When there are no customizations to be rendered, the value for this setting should be Off.

Value: On or Off

<add key="ISVIntegration" value="On"/>

Parameter passing

When a user selects a customized menu item, side tab, or button, the specified URL opens. Application-level links open in the same window. Detail form–level links open in a new window. The current object type and object ID are passed as parameters if the PassParams flag is set to 1. (For more information, see the XML Reference topic.)

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