Add reply button in history window for emails in crm 4.0

Friday, October 09, 2009 12:25 PMCRM_User

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Hi All,

I need to add the Forward, Reply, Reply All buttons visible in menu for email in History/Activity window. So that the user can choose the email and do any of the above actions as we do in Outllok. Cna any one guide me on implementing this.

Thanks
- Moved byDonna EdwardsMVP, モデレータMonday, November 16, 2009 8:54 PM (From:CRM Deployment)
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Friday, October 09, 2009 1:30 PMHassan Hussain

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Hi,

I haven't done this myself but I think it is doable and the steps below will help you get started.

The first think you'll need to do is to capture the ID of the email selected by the user in the grid.

To do this you can follow the steps in the article below.

http://msdn.microsoft.com/en-us/library/cc150860.aspx

Once you have a handle on the instance of the email you can then need to open the email window with the appropriate parameters.

The URL to the email windows will be something like the example below.

http://server:port/organization/activities/email/edit.aspx?

to the url you will need to append the user action performed along with the ID of the email that you have already captured.

_InReplyToId OR _ForwardFromId OR _InReplyAllToId (This is the Id you've captured from the grid.)

after that you will need to append the following variables. each with a separate value.

crmFormSubmitMode

CRMWRPCToken

CRMWRPCTokenTimeStamp

Hassan.

Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
- Proposed As Answer byHassan Hussain Friday, October 09, 2009 1:31 PM
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Tuesday, October 20, 2009 7:56 AMCRM_User

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Hi Hassan,

I am trying to follow the steps mentioned in the article. In configuring ISV.Config "ImportExportXml/IsvConfig/configuration/Entities/Entity name="account"/Grid/MenuBar/Buttons" this element is referred. But I have the customized CRM and I cant find this particular element. I can only find "ImportExportXml/IsvConfig/configuration/Entities/Entity name="account"" and it doesn't have any child elements.

Can you please suggest on this?

Thanks
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Tuesday, October 20, 2009 12:36 PMHassan Hussain

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Hi,

Below is some sample XML for the isv.config file. The xml contains the grid/menubar/buttons elements.

<Entity name="account">

   <Grid>

   <MenuBar>

   <Buttons>

   <Button Icon="/_imgs/ico_18_debug.gif"

   Url="http://www.microsoft.com" WinParams="" WinMode="2">

   <Titles>

   <Title LCID="1033" Text="Test" />

   </Titles>

   <ToolTips>

   <ToolTip LCID="1033" Text="Info on Test" />

   </ToolTips>

   </Button>

   <ToolBarSpacer />

   <Button Icon="/_imgs/ico_18_debug.gif"

   Url="http://www.microsoft.com" WinParams="" WinMode="1">

   <Titles>

   <Title LCID="1033" Text="Test" />

   </Titles>

   <ToolTips>

   <ToolTip LCID="1033" Text="Info on Test" />

   </ToolTips>

   </Button>

   <Button Icon="/_imgs/ico_18_debug.gif"

   JavaScript="alert('test');" Client="Web">

   <Titles>

   <Title LCID="1033" Text="Web Only" />

   </Titles>

   <ToolTips>

   <ToolTip LCID="1033" Text="Web client only. This will not appear in any Outlook pages." />

   </ToolTips>

   </Button>

   <Button Icon="/_imgs/ico_18_debug.gif"

   JavaScript="alert('test');" Client="Outlook"

   AvailableOffline="true">

   <Titles>

   <Title LCID="1033" Text="Outlook Only" />

   </Titles>

   <ToolTips>

   <ToolTip LCID="1033" Text="Outlook Only - This is available offline also." />

   </ToolTips>

   </Button>

   </Buttons>

   </MenuBar>

   </Grid>

   </Entity>

You can get a complete listing of all isv.config elements in the MS CRM v4.0 SDK. The helpfile also contains sample isv.config xml.

Hassan.

Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
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Tuesday, October 20, 2009 2:51 PMCRM_User

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Thats fine Hassan. But my ISV.Config file doesnt have those elements (with in Entity). My ISV.Config file is as below

Some other team have worked on customizations, probably the change is because of that. In this case can i directly add button under <Entity name="account" /> element?
- <Entities>
<Entity name="account" />

<Entity name="contact" />

<Entity name="lead" />

<Entity name="opportunity" />

<Entity name="list" />

<Entity name="campaign" />

<Entity name="campaignactivity" />

<Entity name="campaignresponse" />

<Entity name="incident" />

- 

<Entity name="quote" />

<Entity name="salesorder" />

- 

<Entity name="invoice" />

- 

- 

- 

</Entities>
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Tuesday, October 20, 2009 2:57 PMHassan Hussain

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Hi,

That is not a problem.

What you need to do is to edit the account entity tags.

You need to replace the <Entity name="account" /> tag with the sample account entity XML I posted before. That will not break anything as long as you don't change anything else.

Once you've seen how the changes in the isv.config file reflect on the User Interface you can modify it further and remove any un-wanted tags.

Hassan.
Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
- Proposed As Answer byDonna EdwardsMVP, モデレータTuesday, October 20, 2009 4:45 PM
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Wednesday, October 21, 2009 4:02 AMCRM_User

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Ok...thats great. I will add the below new elements (as given in article) and will import the config back and will try.

Many Thanks Hassan.
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Wednesday, October 21, 2009 9:18 AMCRM_User

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Hi Hassan,

I was successfully able to add a button in the menu and able to get the selected entities GUIDs in the pop up window. For this I have added the below XML

- <Entity name="contact">

- <Grid>

- <MenuBar>

- <Buttons>

- <Button Icon="/_imgs/ico_18_debug.gif" Url="/ISV/test.htm" WinMode="2">

- <Titles>

<Title LCID="1033" Text="Get GUIDS" />

</Titles>

- <ToolTips>

<ToolTip LCID="1033" Text="Get GUIDS for selected records" />

</ToolTips>

</Button>

</Buttons>

</MenuBar>

</Grid>

</Entity>

This created a button in the menu in Contacts list window. But I want to have the button in the menu in Contacts Detail window and that too only when Actvities or History is selected on left hand menu. Could you please suggest for this.

Many Thanks
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Wednesday, October 21, 2009 11:13 AMCRM_User

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Hi, Can any one suggest me for the above requirement.

Thanks
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Wednesday, October 21, 2009 12:29 PMHassan Hussain

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Hi,

Below is the isv.config xml to add a custom toolbar button to the contact entity.

<Entity name="contact">

   <ToolBar ValidForCreate="0" ValidForUpdate="1">

   <Button Icon="/_imgs/ico_18_debug.gif"

   Url="http://www.microsoft.com" PassParams="1"

   WinParams="" WinMode="0">

   <Titles>

   <Title LCID="1033" Text="asdf" />

   </Titles>

   <ToolTips>

   <ToolTip LCID="1033" Text="Info on Test" />

   </ToolTips>

   </Button>

   </ToolBar>

  </Entity>

>>and that too only when Actvities or History is selected on left hand menu.

Not sure what you mean by this. please explain further.

Hassan.

Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
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Wednesday, October 21, 2009 1:53 PMCRM_User

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Hi Hassan,

Yes, I am able to create a button in Contact entity details window.

>>and that too only when Actvities or History is selected on left hand menu.
What I mean by this is in Contact entity details window on left hand pane we have further links (under Details Nav Bar and others) like "Information", "More Addresses", "Activities", "History", "Sub-Contacts", "Relationships" etc.

The button (or the custom menu) should appear only when the user selects "Activities" or "History" of left hand menu. Please let me know if this is not clear. ANd the button (custom button) should appear in the top menu.

Many Thanks
- Edited byCRM_User Monday, October 26, 2009 5:14 AMChanged
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Monday, October 26, 2009 5:23 AMCRM_User

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Hi, Can any one suggest me for the above implementation. Many Thanks
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Monday, October 26, 2009 2:06 PMCRM_User

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Hi,

Can any guide me on the above requirement. I am trying it all the way but unable find right approach :(.

Thanks
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Friday, October 30, 2009 4:47 PMCRM_User

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Hi All,

The query string to Email page is some what like this...

https://domain/activities/email/edit.aspx?_InReplyToId=%7bE0BD4F9B-CBC3-DE11-87D6-000E7F7D6356%7d&crmFormSubmitMode=8&CRMWRPCToken=rAMpOsCBEd6H1gAOf31jVniC8waNZrWpGFfHdPD7ajhWRKSPIf43HQruOoNSM5oW&CRMWRPCTokenTimeStamp=633925135374086808

How can i get the values of
crmFormSubmitMode
CRMWRPCToken
CRMWRPCTokenTimeStamp

in History/Activity window. And how i can open email window from History/Activity window. Is it simple window.open?

Thanks
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Monday, November 02, 2009 9:52 AMCRM_User

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Hi,

Can any one suggest me how to get the values for

crmFormSubmitMode
CRMWRPCToken
CRMWRPCTokenTimeStamp

on History window.

I know these fields are in form named crmFormSubmit but I am unable to get the values for these with javascript in ISV.Config. Cna any one guide me on this.

Thanks
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