The scenario that was used for this sample is that a user wanted to simplify adding products to an Opportunity. This sample demonstrates the following:

• List all products in a grid using a system view
• Add a “CustomAction” to a grid (the “delete” action)
• Use an “ActionPage” to implement the custom action
• Implement a custom “DoubleClickHandler” in a grid
• Use an “Edit” page to create new records and update existing ones

Installation

Step 1 – Edit ISV.config This sample must be added as a new link on the left navigation bar of the Microsoft CRM opportunity edit screen . Therefore we need to edit the “opportunity” entity section in Microsoft CRM’s ISV.config file like so:

<Entity name="opportunity">
      <NavBar ValidForCreate="0" ValidForUpdate="1">
            <NavBarItem Title="Available Products"
                Icon="/_imgs/ico_18_debug.gif" 
                Url="http://localhost:1465/c360Sdk/Samples/AvailableProducts/AvailableProducts.aspx"
                Id="availableProducts" />
       </NavBar> 
</Entity>

 Note: you will need to adjust the url in the above sample to match your environment.

Step 2 – Copy files In your Visual Studio 2005 project, make sure you have a folder called “Samples” and create a sub-folder called “AvailableProducts”. In this new folder, copy the two ASPX pages and their corresponding code behind files:

• AddSelectedProducts.aspx
• AddSelectedProducts.aspx.cs
• AvailableProducts.aspx
• AvailableProducts.aspx.cs

Screenshots

Jeremie Desautels

VP, Product Marketing

c360 Solutions

	Post Attachments
	AvailableProducts.zip (170 views, 3.51 KB)

The following line of code:

customAction.DialogUrl = "AddSelectedProducts.aspx?oId=" + Instance.ObjId + "&oType=" + Instance.ObjType;

Must be replaced with the following:

customAction.DialogUrl = "AddSelectedProducts.aspx";
objGrid.EntityId = Instance.ObjId;
objGrid.EntityTypeCode = int.Parse(Instance.ObjType);

Jeremie Desautels

VP, Product Marketing

c360 Solutions

I checked the version and it is 3.0.7, I have used the workaround presented and everything works. I am upgrading to 3.0.9 later this week and may revert and test.

Thanks for you help, always appreciated.