Custom Entity One Click: Difference between revisions

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There is some manual work to create a one click button into a custom entity in CRM.
We provide the details here as well as sample code.
The button is created by add in some code to the custom content which adds in a button when the page is loaded.
Create a folder within the CRM "CustomPages" folder. In our example we will call this folder "CRMTogether".
Create a file there called "CRViewer.js".
Select a CRM screen that exists on the page you wish to create the button.
Within the "custom content" of that screen enter a path to the script
  <script src="../../custompages/CRMTogether/CRViewer.js" type="text/javascript" language="JavaScript"></script>

Revision as of 18:57, 21 April 2012

coming soon...

There is some manual work to create a one click button into a custom entity in CRM.

We provide the details here as well as sample code.

The button is created by add in some code to the custom content which adds in a button when the page is loaded.

Create a folder within the CRM "CustomPages" folder. In our example we will call this folder "CRMTogether".

Create a file there called "CRViewer.js".

Select a CRM screen that exists on the page you wish to create the button.

Within the "custom content" of that screen enter a path to the script

 <script src="../../custompages/CRMTogether/CRViewer.js" type="text/javascript" language="JavaScript"></script>