I recently wanted to add a button in CRM 4.0 and I found that, even though there are many similarirties with CRM 3 there are some differences. I thought I’d share this with you and also some examples of it with a minimal (empty but working) isv.config and a one-button-in-order-version so that it will be easier for you to add your own buttons.

First of all, in CRM 4.0 there is no isv.config in the _resources folder any more. Not very strange since CRM 4.0 is multi-tennant and each tennant can have a unique isv.config. So, where is it? The most obvious place to look for it is in the “export customization” view, and surprise, there it is!

So, to change it in short, select isv.config from the export customizations and press select “export selected customizations” from the action menu. Save the zip-file somewhere, unzip the xml and open it in your favortite xml editor or notepad. When done, just import the xml directly (yes, it supports importing the xml file directly without zipping it first). If you have done your job correctly, there should be no problem, if not, you might get an error. Revert to an older version of the file (always save a backup before doing any changes) and then try a smaller change.

To activate isv.config customizations you have to “enable” these customizations from the web.config in the CRM web folder. Please see the SDK for more info.

To make things easier for you, here is the code in an empty/minimal isv.config (that has worked for me any how). There might be things that can be removed still, to make it smaller. Please leave a comment if you know of any. Please note the lcid:s (language code id:s) that appear all through, as you can see, this is the english version (1033).

<ImportExportXml version=”4.0.0.0″ languagecode=”1033″ generatedBy=”OnPremise”>
<Entities>
</Entities>
<Roles>
</Roles>
<Workflows>
</Workflows>
<IsvConfig>
<configuration version=”3.0.0000.0″>
<Root>
<NavBarAreas>
</NavBarAreas>
<!– The main Global Menu Bar located at the top of all root level areas –>
<MenuBar>
<!– Custom Menus that appear between the Goto Menu and the Help Menu –>
<CustomMenus>
<Menu>
</Menu>
</CustomMenus>
</MenuBar>
<!–
Application Level Tool Bar
–>
</Root>
<!– Microsoft Customer Relationship Management Entities (Objects) –>
<Entities>
<Entity name=”account” />
<Entity name=”contact” />
<Entity name=”lead” />
<Entity name=”opportunity” />
<Entity name=”list” />
<Entity name=”campaign” />
<Entity name=”campaignactivity” />
<Entity name=”campaignresponse” />
<Entity name=”incident” />
<!– Case –>
<Entity name=”quote” />
<Entity name=”salesorder” />
<!– Order –>
<Entity name=”invoice” />
<!– Custom Entities –>
<!– <Entity name=”new_myentity”/> –>
<!– End Custom Entities –>
</Entities>
<!– Microsoft Customer Relationship Management Service Management Customization –>
<ServiceManagement>
<AppointmentBook>
<SmoothScrollLimit>2000</SmoothScrollLimit>
<TimeBlocks>
<!– All CSS Class mapping for Service activities –>
<TimeBlock EntityType=”4214″ StatusCode=”1″ CssClass=”ganttBlockServiceActivityStatus1″ />
<TimeBlock EntityType=”4214″ StatusCode=”2″ CssClass=”ganttBlockServiceActivityStatus2″ />
<TimeBlock EntityType=”4214″ StatusCode=”3″ CssClass=”ganttBlockServiceActivityStatus3″ />
<TimeBlock EntityType=”4214″ StatusCode=”4″ CssClass=”ganttBlockServiceActivityStatus4″ />
<TimeBlock EntityType=”4214″ StatusCode=”6″ CssClass=”ganttBlockServiceActivityStatus6″ />
<TimeBlock EntityType=”4214″ StatusCode=”7″ CssClass=”ganttBlockServiceActivityStatus7″ />
<TimeBlock EntityType=”4214″ StatusCode=”8″ CssClass=”ganttBlockServiceActivityStatus8″ />
<TimeBlock EntityType=”4214″ StatusCode=”9″ CssClass=”ganttBlockServiceActivityStatus9″ />
<TimeBlock EntityType=”4214″ StatusCode=”10″ CssClass=”ganttBlockServiceActivityStatus10″ />
<!– All CSS Class mapping for Appointments –>
<TimeBlock EntityType=”4201″ StatusCode=”1″ CssClass=”ganttBlockAppointmentStatus1″ />
<TimeBlock EntityType=”4201″ StatusCode=”2″ CssClass=”ganttBlockAppointmentStatus2″ />
<TimeBlock EntityType=”4201″ StatusCode=”3″ CssClass=”ganttBlockAppointmentStatus3″ />
<TimeBlock EntityType=”4201″ StatusCode=”4″ CssClass=”ganttBlockAppointmentStatus4″ />
<TimeBlock EntityType=”4201″ StatusCode=”5″ CssClass=”ganttBlockAppointmentStatus5″ />
<TimeBlock EntityType=”4201″ StatusCode=”6″ CssClass=”ganttBlockAppointmentStatus6″ />
</TimeBlocks>
</AppointmentBook>
</ServiceManagement>
</configuration>
</IsvConfig>
<EntityMaps />
<EntityRelationships />
<Languages>
<Language>1033</Language>
<Language>1036</Language>
<Language>1031</Language>
<Language>3082</Language>
<Language>1053</Language>
</Languages>
</ImportExportXml>

And the one containing only one button:

<ImportExportXml version=”4.0.0.0″ languagecode=”1033″ generatedBy=”OnPremise”>
<Entities>
</Entities>
<Roles>
</Roles>
<Workflows>
</Workflows>
<IsvConfig>
<configuration version=”3.0.0000.0″>
<Root>
<NavBarAreas>
</NavBarAreas>
<!– The main Global Menu Bar located at the top of all root level areas –>
<MenuBar>
<!– Custom Menus that appear between the Goto Menu and the Help Menu –>
<CustomMenus>
<Menu>
</Menu>
</CustomMenus>
</MenuBar>
<!–
Application Level Tool Bar
–>
</Root>
<!– Microsoft Customer Relationship Management Entities (Objects) –>
<Entities>
<Entity name=”account” />
<Entity name=”contact” />
<Entity name=”lead” />
<Entity name=”opportunity” />
<Entity name=”list” />
<Entity name=”campaign” />
<Entity name=”campaignactivity” />
<Entity name=”campaignresponse” />
<Entity name=”incident” />
<!– Case –>
<Entity name=”quote” />
<Entity name=”salesorder”>
<MenuBar>
<!– Custom Menus that you may add –>
</MenuBar>
<!– The Account Tool Bar –>
<ToolBar ValidForCreate=”0″ ValidForUpdate=”1″>
<Button Icon=”/_imgs/ico_18_debug.gif” Url=”http://www.microsoft.com” PassParams=”1″ WinParams=”” WinMode=”0″>
<Titles>
<Title LCID=”1033″ Text=”asdf” />
</Titles>
<ToolTips>
<ToolTip LCID=”1033″ Text=”Info on Test” />
</ToolTips>
</Button>
</ToolBar>
<!– The Account Left Nav Bar –>
</Entity>
<!– Order –>
<Entity name=”invoice” />
<!– Custom Entities –>
<!– <Entity name=”new_myentity”/> –>
<!– End Custom Entities –>
</Entities>
<!– Microsoft Customer Relationship Management Service Management Customization –>
<ServiceManagement>
<AppointmentBook>
<SmoothScrollLimit>2000</SmoothScrollLimit>
<TimeBlocks>
<!– All CSS Class mapping for Service activities –>
<TimeBlock EntityType=”4214″ StatusCode=”1″ CssClass=”ganttBlockServiceActivityStatus1″ />
<TimeBlock EntityType=”4214″ StatusCode=”2″ CssClass=”ganttBlockServiceActivityStatus2″ />
<TimeBlock EntityType=”4214″ StatusCode=”3″ CssClass=”ganttBlockServiceActivityStatus3″ />
<TimeBlock EntityType=”4214″ StatusCode=”4″ CssClass=”ganttBlockServiceActivityStatus4″ />
<TimeBlock EntityType=”4214″ StatusCode=”6″ CssClass=”ganttBlockServiceActivityStatus6″ />
<TimeBlock EntityType=”4214″ StatusCode=”7″ CssClass=”ganttBlockServiceActivityStatus7″ />
<TimeBlock EntityType=”4214″ StatusCode=”8″ CssClass=”ganttBlockServiceActivityStatus8″ />
<TimeBlock EntityType=”4214″ StatusCode=”9″ CssClass=”ganttBlockServiceActivityStatus9″ />
<TimeBlock EntityType=”4214″ StatusCode=”10″ CssClass=”ganttBlockServiceActivityStatus10″ />
<!– All CSS Class mapping for Appointments –>
<TimeBlock EntityType=”4201″ StatusCode=”1″ CssClass=”ganttBlockAppointmentStatus1″ />
<TimeBlock EntityType=”4201″ StatusCode=”2″ CssClass=”ganttBlockAppointmentStatus2″ />
<TimeBlock EntityType=”4201″ StatusCode=”3″ CssClass=”ganttBlockAppointmentStatus3″ />
<TimeBlock EntityType=”4201″ StatusCode=”4″ CssClass=”ganttBlockAppointmentStatus4″ />
<TimeBlock EntityType=”4201″ StatusCode=”5″ CssClass=”ganttBlockAppointmentStatus5″ />
<TimeBlock EntityType=”4201″ StatusCode=”6″ CssClass=”ganttBlockAppointmentStatus6″ />
</TimeBlocks>
</AppointmentBook>
</ServiceManagement>
</configuration>
</IsvConfig>
<EntityMaps />
<EntityRelationships />
<Languages>
<Language>1033</Language>
<Language>1036</Language>
<Language>1031</Language>
<Language>3082</Language>
<Language>1053</Language>
</Languages>
</ImportExportXml>

Gustaf Westerlund,
Microsoft Dynamics CRM Architect,
Logica Sweden