RE: How to make Summary available on custom entities

woodsalexj — Wed, 24 Oct 2007 11:10:29 GMT

Works fine now....

RE: How to make Summary available on custom entities

woodsalexj — Tue, 23 Oct 2007 14:43:46 GMT

Hi,

I applied the config changes above but the My Preferences->Record Filtering doesn't work. Is there a way to fix it?

Thanks,

RE: How to make Summary available on custom entities

Jeremie Desautels — Tue, 12 Dec 2006 10:46:03 GMT

Summary can be made available on custom entities simply by editing Microsoft CRM's ISV.config.xml file and adding the appropriate links in the appropriate section.

In the config file, look for a section called "<Entities>". You will notice a sub-section for each entity where you can configure links that will show up on the entity's edit screen.

For example, let's assume you have a custom entity called 'new_myentity', the links would look like this:

[code]<Entity name="new_entity">
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button ToolTip="Quickly create an activity for this Record" Icon="/c360/c360Icon.gif" Title="Quick Activity" Url="/c360/Summary/QuickActivity.aspx" Client="Web,OutlookWorkstationClient" PassParams="1" WinParams="menubar=no,status=yes,toolbar=no,width=600,height=350" AvailableOffline="false" />
<Button Icon="http://MYCRMSERVER/c360/c360Icon.gif" Title="Quick Activity" ToolTip="Quickly create an activity for this Record" Url="http://MYCRMSERVER/c360/Summary/QuickActivity.aspx" PassParams="1" WinParams="menubar=no,status=yes,toolbar=no,width=600,height=350" Client="OutlookLaptopClient" AvailableOffline="false" />
</ToolBar>
<NavBar ValidForCreate="0" ValidForUpdate="1">
<NavBarItem Id="AS" Icon="/c360/c360Icon.gif" Title="Summary" Url="/c360/Summary/Summary.aspx" Client="Web,OutlookWorkstationClient" AvailableOffline="false" />
<NavBarItem Id="AS_Laptop" Icon="http://MYCRMSERVER/c360/c360Icon.gif" Title="Summary" Url="http://MYCRMSERVER/c360/Summary/Summary.aspx" Client="OutlookLaptopClient" AvailableOffline="false" />
</NavBar>
</Entity>[/code]

Please note the "MYCRMSERVER" is a placeholder. Please adjust the URL to match your environment.

[highlight]WARNING[/highlight]: invalid modifications to the config file can cause errors in Microsoft CRM. Always backup your config file prior to making modifications.

How to make Summary available on custom entities

Randy Bristol — Mon, 11 Dec 2006 17:56:43 GMT

Is it possible to make the Summary screen available on custom entities? If so, how is it done? Thanks.

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RE: How to make Summary available on custom entities

RE: How to make Summary available on custom entities

RE: How to make Summary available on custom entities

How to make Summary available on custom entities