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:

<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>

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

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

Jeremie Desautels

VP, Product Marketing

c360 Solutions

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

Thanks,

Hi,

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

Thanks,
Alex