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Customizing Task window RRS feed

  • Question

  • Hi to all CRM Developer,

    I would like to ask if possible to edit the task form? All i need is to Insert a new Tab, and insert all the history from this task. like who edit the task.

    The  from was not avalable for customization since it was a System from. hope you could Help me..


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Thursday, June 30, 2011 4:32 PM

Answers

  • Hi Jehanzeb,

    Yes, but you could not able to add tab ans field in the task entity if you could not able to make it Customable. by default the TASK ENTITY status was SYSTEM. i just make some adjsutment on the ISV.Config and Task to make the form available for customization.

     

    :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Tuesday, July 5, 2011 7:04 AM

All replies

  • Hi,

    You can customize the Task activity form in CRM 4.0 and CRM 2011 and can add a new tab with information i.e. created on, modified on, modified by etc on the form

    In CRM 2011 if you want to customize thet tab form then:

    1. In CRM go to Settings->Customizations->Customization->Customize the System->Entities->Task->Form

    2. Double click on the form and in Ribbon Tab Insert add tab and then drag and drop fields from the right fields pane into the form tab sections.

    3. Save form and Publish entity

    I hope this helps.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, July 1, 2011 12:03 AM
  • Hi Jehanzeb.Javeed,,

    Sorry if i missed some information. i'm using CRM 2003.... I dont have issue on the latest version.

    Thank you..

     


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Friday, July 1, 2011 1:44 PM
  • Hi,

    Are you using Microsoft Dynamics CRM? because Microsoft Dynamics CRM solution versions are 1, 1.2, 3, 4 and 2011. If you are not using Microsoft Dynamics CRM then i am afraid this forum is only dedicated for Microsoft Dynamics CRM.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Friday, July 1, 2011 1:56 PM
  • That is Microsoft CRM 3... :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Friday, July 1, 2011 9:52 PM
  • Hi to all,

    i already figure out how to change System Entity to Customizable Entity. you have to chage it to ISV.Config

    Thank you to all..

    Zosimo D. Recio Jr. :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Tuesday, July 5, 2011 4:59 AM
  • Hi to all,

    i already figure out how to change System Entity to Customizable Entity. you have to chage it to ISV.Config

    Thank you to all..

    Zosimo D. Recio Jr. :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)


    HI Zosimo,

    In CRM 3.0/4.0 ISV.Config used to create new button on Forms, Grids and links in Form navigtaiton. It will not allow you to customize the entity. As i mentione before if you want to add a new tab and add information in it then you have to customize the entity form ( i.e. task form ) and add teh relevant information.


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".

    Tuesday, July 5, 2011 5:52 AM
  • Hi Jehanzeb,

    Yes, but you could not able to add tab ans field in the task entity if you could not able to make it Customable. by default the TASK ENTITY status was SYSTEM. i just make some adjsutment on the ISV.Config and Task to make the form available for customization.

     

    :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Tuesday, July 5, 2011 7:04 AM
  • Hi,

    You can follow the below Urls for informaiton on Entity Cusotmization in CRM 3.0 and ISV.Config (It is client side prorgamming only and if you have done somehow task entity form modifcation via ISV.Config then i am afraid that is not supported SDK cusotmizaiton and may fail during update or upgrade CRM system) Customizations:

    Cusotmizations in CRM 3.0 : http://www.megasolutions.net/MS_Dynamics_CRM_3_0/Entity_Customization_Forms_and_Views.aspx

    ISV.Config Customizations : http://msdn.microsoft.com/en-us/library/aa681363.aspx

    I am glad if what you were looking for you have done it :) i am just clarifying about the Form & ISV.Config Customizations


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Tuesday, July 5, 2011 7:12 AM
  • Hi,

    Thank you for the link. :)


    Zosimo D. Recio Jr. Microsoft Certified (Business Management Solutions specialist)
    Tuesday, July 5, 2011 7:20 AM