Recently a client asked me (after a bit of consultation) to add a Create Phone Call button to the Contact form to make it easier for the users to quickly record a conversation with a customer. This can be done by editing the ISV.config. The ISV.config is exported from CRM, can be modified, and then imported back into CRM to add features. I will let you learn about those particulars elsewhere. In this blog I’ll simply concentrate on the Phone Call button.
To figure out what I needed to include in the code I created a Phone Call from a Contact record (Actions -> Add Activity -> Phone Call) and examined the URL of the resultant form.
Part of the ISV.config button code includes a specification for an icon. Normally one might use the default icon. That works but I wanted a ‘phone’ looking one. So I searched thought the icons available and finally found it, /_imgs/ico_18_4210.gif. Looks good.
The following code snippet can be added to your ISV.config in the <Entities> section and includes the phone icon. Be sure to study the SDK if you are not familiar with editing the ISV.config. And remember it is all very case sensitive.
<ToolBar ValidForCreate=”0″ ValidForUpdate=”1″>
var url = ‘/activities/phone/edit.aspx?’;
var params = [
<Title LCID=”1033″ Text= “Create Phone Call” />
<ToolTip LCID=”1033″ Text=”Create a Phone Call Activity Record” />
Even though this worked fine on my system, when I ported it to my client’s I had to do some tweaking to get it to install on his. Close attention to the peculiarities of ISV.config syntax is essential.
Finally, in order to activate ISV.config customizations, you must set the appropriate options in CRM. To do so in CRM go to Settings -> Administration -> System Settings. Click on the Customizations tab and in the ‘Custom Menus and toolbars’ section set the Clients to what is appropriate, normally ‘Web Application, Outlook, Outlook Offline’. This will activate ALL ISV.config customizations in those clients.