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:

  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

Comments (10)

  1. Tyrone says:

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

  2. Phumlo says:

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

  3. Andy says:

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

  4. Seree says:

    Can we made it automatically?

    Like scripting or programming through API.

    Thanks!

  5. RC says:

    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

  6. xinqikan says:

    把 isv.config.xml 按钮事件移动到 entity.onload()

  7. sydney says:

    Do you know what happens to users that are currently modifying records while you're updating the ISV.Config file?

  8. mandy says:

    After I update the customize isv.config file and  preview on web browser for result every thing still not change. Why ?

  9. nadeeka says:

    Thanks for the support …..but import is not worked why??

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