Add new button to CRM toolbar

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  you have add the button  in isv.config.
  export the isv.config file. (from settings ==>custimzation==>export customization)
  do the changes in isv.config file(i.e. add your button)
  and then import the customization back.
  
  check  this for adding button through isv.config file.
  http://nishantrana.wordpress.com/2007/10/01/using-isvconfig-to-access-field-values-in-crm/
  http://nishantrana.wordpress.com/2009/03/20/adding-custom-menu-and-button-to-custom-entity-through-isvconfig/
  http://msdn.microsoft.com/en-us/library/cc150910.aspx

  • Proposed as answer by Mayank Pujara Wednesday, February 10, 2010 11:55 AM

  Wednesday, February 10, 2010 11:55 AM
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  Hi,
  
  You can add button on crm entity toolbar through isvconfig file.
  Check this post for more information
  http://msdn.microsoft.com/en-us/library/bb928136.aspx
  
  let me know if you need more help !!!

  ---

  Mahain

  • Proposed as answer by HIMBAPModerator Wednesday, February 10, 2010 11:56 AM

  Wednesday, February 10, 2010 11:56 AM

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  Sorry, I havent explained my question properly. Actually I need to add a button in outlook. I have created one outlook Add-In to create a button and click of that button will open a window form asking for some fields and entering of the fields and on button click will create opportunity in CRM. I am able to add the button to standard toolbar of the outlook but giving problem when I add to CRM toolbar.

  Wednesday, February 10, 2010 1:36 PM
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  in isv.config file you can specify that the button will  appear on webclient or the outlook.
  
  <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>
  
  or both.
  
  <Button Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');"
               Client="Web, Outlook" AvailableOffline="true">
        <Titles>
         <Title LCID="1033" Text="Both" />
        </Titles>
        <ToolTips>
         <ToolTip LCID="1033"
                  Text="Both Clients - This is available for both Web and Outlook Clients" />
        </ToolTips>
       </Button>
  
  

  • Marked as answer by DavidJennawayMVP, Moderator Wednesday, March 10, 2010 4:38 PM

  Wednesday, February 10, 2010 1:40 PM
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  then how can I handle button click event of that button. I need to write some code under button click

  Wednesday, February 10, 2010 1:49 PM
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  you have  to put your code  in the JavaScript="alert('test');"
  you can even call ms crm webservices from the javascript.
  
  you can enter any javascript here. Plus if you want you can use the "Url" property which will point to any html or asp.net page. but asp.net page may or may not be available in outlook clinet offline mode depending on where your asp.net page is hosted.

  Wednesday, February 10, 2010 1:52 PM
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  Thanks. I will give a try of it.

  Wednesday, February 10, 2010 2:07 PM
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  Hi Ali,

  
  

  Do u have any idea about changing of mail icon (like as change when clicked on Track in CRM) once it is associated with CRM.

  
  

  Thanks - kiran

  Thursday, February 11, 2010 4:56 AM
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  i am not sure this is possible.
  you can check the _imgs directory in your outlook client ms crm installation directory, but i think it is not possible.
  
  But you can change the icon of the other buttons in isv.config
  <Button Icon="/_imgs/ico_18_debug.gif" JavaScript="alert('test');">
        <Titles>
         <Title LCID="1033" Text="Test" />
        </Titles>
        <ToolTips>
         <ToolTip LCID="1033" Text="Info on Test" />
        </ToolTips>
       </Button>
  

  • Marked as answer by DavidJennawayMVP, Moderator Wednesday, March 10, 2010 4:38 PM

  Thursday, February 11, 2010 5:34 AM