Tuesday 11 March 2008

ISV config in CRM 4.0 and adding toolbar buttons and menus

I have seen quite a few posts in the forum regarding the ISV config and creating custom toolbars, buttons, menu etc in CRM 4.0.

This is the same in CRM 3.0, the only difference is that the isv.config is available from within the client: Customization --> Export Customizations --> isv.config (export)
and when modified import it back: Customization --> Import Customizations

And to edit the isv.config xml file and validate it to ensure it is all fine use xml notepad, and the following post gives more details Validating CRM 4.0 Customizations Files

And to enable it for display in Outlook, Outlook Offline and/or Web Application:
Administration --> System Settings --> Customization --> Custom menus and toolbars

For more detailed step by step instruction, the following article is very helpful: CRM 4.0 and ISV.config modifications

Hope this helps someone...

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