Home > Uncategorized > Shortcut Buttons in Microsoft CRM

Shortcut Buttons in Microsoft CRM

If you want to try to cut down on clicks on CRM forms, one thing you can do is create a ISV button for actions they perform a lot.  For example if users create  appointments from the contact form, they would have to either go to Actions > Add Activity >Appointment in the top menu  or click on Activities > New Activity > Appointment from the menu on the left. 

Here is the shortcut.

Add a ISV button in the isv.config.xml file.

<Entity name="contact">
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button Title="New Appointment" ToolTip="Create a new appointment." Icon="/_imgs/ico_16_4201.gif" JavaScript="locAddActTo(4201);" Client="Web" />
</ToolBar>
</Entity>

The text in Red is the same function called when you click new appointment from the menu. Save the changes  and refresh your contact form. 

Hope this helps

 

This customization may not be supported by Microsoft and is provided as-is with no warranty.

Categories: Uncategorized
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