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    Hi there

    Is it possible to add a custom form to an entity other than out of box forms. If yes then can you please give me some heads up.

    Thanks!
    Wednesday, April 29, 2009 7:43 PM

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    Only place in CRM Web site for such ASPX pages is ISV directory. You can put it onto this catalog.

    In CRM you can use following approaches:
    1. Use Stitemap For Customization of Appearance of MS CRM - you can add section which references your custom page.
    2. Use ISV.config to create element which involves appearence of your custom page.
    3. Use Iframes to put URL of your custom page onto it.
    Истина открывается подготовленному уму. Мой блог - http://a33ik.blogspot.com
    • Marked as answer by LearnQuick Thursday, April 30, 2009 5:17 PM
    Wednesday, April 29, 2009 9:12 PM
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    You could write a completely custom page to display attributes from an entity -

    Are you looking for having multiple forms for different purposes/roles?

    Scott Sewell, CustomerEffective | http:\\blog.CustomerEffective.com | Twitter:@ScottSewell
    Wednesday, April 29, 2009 8:05 PM
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    Hi crmslave,

    sorry, but it is not possible in standard to add an additional form without developing. You have to modify the standard form to be different in different scenarious, like an account form which displays or hides specific fields for accounts which are customer and/or vendor. Such customization is based on JScript.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 8:05 PM
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    Thanks for the support!

    yes, We have one custom entity which saves the Telephone numbers with their carriers. Now these carrier list will be check boxes inthe create form. (this create form is out of box)
    Now i want to provide user a custom form, where they will have all these carriers and they can select the one/multiple they want and hit the button and that will create a new campaign. I know i can do this from advance query or query also. But user want a separate form.

    Is it possible to add this new form, where user can select their cell phone carriers?

    Thanks again!
    Wednesday, April 29, 2009 8:17 PM
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    Hi crmslave,

    it sounds that this new form has nothing to do directly with a current record. It looks more like a wizard for the creation of a campaign.

    In this case just write a custom ASP.NET-web page display the value you want and create a new campaign based on this values.

    All what you nedd is ASP.NET-knowledge and the knowledge how to use the crm web services which is described in the CRM SDK.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Wednesday, April 29, 2009 8:55 PM
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    Yes, I can create a webpage using asp.net and use the crm webservices. But i dont know how to embed that custom webpage into this entity. I want that page to be in crm itself. So that user dont have to do 2 different places.

    Thanks!
    Wednesday, April 29, 2009 9:03 PM
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    Only place in CRM Web site for such ASPX pages is ISV directory. You can put it onto this catalog.

    In CRM you can use following approaches:
    1. Use Stitemap For Customization of Appearance of MS CRM - you can add section which references your custom page.
    2. Use ISV.config to create element which involves appearence of your custom page.
    3. Use Iframes to put URL of your custom page onto it.
    Истина открывается подготовленному уму. Мой блог - http://a33ik.blogspot.com
    • Marked as answer by LearnQuick Thursday, April 30, 2009 5:17 PM
    Wednesday, April 29, 2009 9:12 PM
    Moderator