Download and Install CRM Carousel - Version 0.9

  • Article

We've done the best to keep the installation Easy for all of you.

Download file here

Prerequisites:

Client Side:

  • Mandatory: Silverlight
  • Facultative: Office communicator, Internet Connection

Server Side:

  • Mandatory: Create a picture field on the contact entity

Step 1: Create the picture field on the contact entity

Annotation: Silverlight can only display JPEG and PNG files, so don't try to indicate a gif file.

We enable the possibility to display contacts picture, so we created an additional attribute on the contact entity :

Name: Picture Url
Schema Name: new_pictureurl
Type: nvarchar
Format: Text
Maximum Length: 250

This field only contains pictures url as we cannot stored image in MD CRM 4.0.

  • You must customize the contact entity. For that, go to “settings” section in left menu and Click on “customization”, then on “customize entities”. You must have a security role including "System Customizer"

image  

  • Double click on Contact Row

image 

 image

  • Select the "attributes" section and click on the "new" button.
  • Create a new attribute with the  following properties :

image Name: new_pictureurl

Type:
nvarchar

  • Add this new field on the contact form and publish contact entity

Step 2: Move the Silverlight application on your MD CRM 4.0 web site

Download the application here. Unzip the file and copy the carousel folder on your CRM Server " <serverroot> \ISV" folder.

  • Exporting the Site Map

    1. In the Navigation Pane, click Settings, click Customization, and then click Export Customizations.
    2. In the View drop-down, select Client Extensions.
    3. In the list, select Site Map.
    4. Click Export Selected Customizations and then click OK to close the notice about information that may be exported.
    5. Click Save and save the customizations.zip file to a location of your choice.
    6. Click Close. .

  • Now, decompress the zip file and open the customizations.xml file in your XML Editor (Visual Studio in my case)

    • Here is a sample group to add below an Area: Just change the server name

  <Group Id="Addons" Title="Addons"> 
        <SubArea Id="nav_carousel" Title="Carousel" Icon="/_imgs/qfinddown.gif" Url="https://[serverName]/ISV/Carousel/carousel.html"   Client="Web" PassParams="1"
/> 
    </Group>

After you modify the Site Map element in the customizations.xml file, you import the modified customizations.xml file to apply changes

  • Importing the Site Map

    1. In the Navigation Pane, click Settings, click Customization, and then click Import Customizations.
    2. Click Browse to locate an XML file or a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM.
    3. Double-click the file or select the file, and then click Open.
    4. Click Upload.

Refresh your browser and click on the link previously added :

image 

We're waiting for your feedbacks