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Reaching out for help with what should be a simple Plug-in for CRM 2011 RRS feed

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    Trying to create what I though was going to be a simple test plug-in that I could expand upon later. All I want to do is add icon on the account form that when it is clicked it opens a new generic dialog or window and displays a couple of fields from the account form that is open. Wanting to do this as a plug-in in c#. Have went thru the sample plug-ins in the CRM 2011 SDk, tried adding additional code to them, etc. But no luck. Thought I might find something in the CRM 4.0 SDK that would help me but no luck there. If anyone has an example of something similiar or can help me get on the correct path I would greatly appreciate it. I am sure I have messed with for so long now that I have made it much more difficult than it should be.

    Thursday, May 26, 2011 3:45 AM

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    First, you can't use plugin for that. You need to build an ISV web page which will contain the dialog and the fields from the account.

    Second, to launch this page, you'll need a button on the Account form. You can add this in the ISV config, but you can only do it on the form or application toolbar. You cannot place it anywhere else. You can have an icon, and title for different languages.

    The button will launch your ISV web page using javascript. Make sure that the button sends the account parameters as a query string to the page, so the page can fetch the information using the account id and the Crm web service.

    Deploy the page to the ISV folder on the CRM server

    Thursday, May 26, 2011 8:38 AM

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    Please refer this link. It has details about how to build a Web Application That Connects to Microsoft Dynamics CRM 2011 Using Developer Extensions

    http://msdn.microsoft.com/en-us/library/gg695790.aspx

    Hope this helps.

    Linkedin : http://in.linkedin.com/in/rammscrm/
    Thursday, May 26, 2011 4:14 AM
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    First, you can't use plugin for that. You need to build an ISV web page which will contain the dialog and the fields from the account.

    Second, to launch this page, you'll need a button on the Account form. You can add this in the ISV config, but you can only do it on the form or application toolbar. You cannot place it anywhere else. You can have an icon, and title for different languages.

    The button will launch your ISV web page using javascript. Make sure that the button sends the account parameters as a query string to the page, so the page can fetch the information using the account id and the Crm web service.

    Deploy the page to the ISV folder on the CRM server

    Thursday, May 26, 2011 8:38 AM
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    Thank you for the help. Was hoping that I might be able to use windows.system.forms.form for this somehow after adding the the .net reference or call a dialog.

    Thursday, May 26, 2011 1:34 PM