During a project, when the time comes to work with the isv.config file, the difficulties begin:
- What can I Delete in the default isv.config?
- What can I add and where can I add item?
- What are the possible XML attributes?
Moreover, you need to remember every XML nodes and attributes allowed to be sure to pass the import check made by the CRM server.
This tool was made to allow people to manage graphically the isv.config.
The features are:
- Import/Export isv.config
- Save as XML file
- Contextual menu to work with each item
- Test feature to test access to icons and URL defined in items
How to use this tool
- Toolbar
The toolbar allows you to create a brand new Isv.Config file, open existing one or save your current work in a XML file. You can also export or import the Isv.Config file from/to a CRM server. The last button allows you to change the test URL that helps you to validate that pages or icons specified are reachable.
When saving or importing an Isv.Config file, its content is validated using the customization schema files, provided by Microsoft, to ensure that the structure and the content of the file is correct.
- Isv treeview
The Isv treeview shows a graphical view of the Isv.Config XML.
- Context Menu
The context menu guides you to avoid creating wrong items at the wrong place. Just perform a right click over an item to see available actions.
- Right Panel
The right panel allows you to define all properties of the selected item. You can also test URLs you defined for webpage and icons. The content of this page is monitored to be sure you don’t leave it without saving your work.
- Treeview toolbar
The treeview toolbar allows you to reorder the nested items or delete them.
MSCRM Tools 
Hi!
Indeed this tool is very handy, but obviously there is one misbehavor:
If you do NOT check a ‘Valid For…’ checkbox, the parameter is not set to ‘0’ in isv.config.
Example for an entity menu item:
Valid For Create: not checked
Valid For Update: checked
Result:
Should be:
If the ValidForCreate=”0″ is missing, CRM 4.0 UR 10 is behaving in a very strange way: It displays the menu item in Create Mode and NOT in Update Mode.
Please could you have a look at this issue.
Regards,
Christoph
Sorry, wordpress deleted the XML tags…
Result:
MenuItem ValidForUpdate=”1″
Should be:
MenuItem ValidForCreate=”0″ ValidForUpdate=”1″
Hi Christoph,
Thanks for the feedback!
I have fixed this issue. Please download the tool again
Thanks for your quick reply and fix. I really appreciate it.
Hi!
I found another one – or the fix doesn’t do what it is expected to do, and sorry, I didn’t realise on first look:
The checkboxes for ‘ValidForCreate’ and ‘ValidForUpdate’ are ALWAYS unchecked, regardless of what’s in ISV.config.
Also, if you check any of the checkboxes, save the item, select another item and come back, both checkboxes are unchecked again.
Maybe you could have another look at it?
Regards,
Christoph
You are right, the fix was made a little too fast…
Well, this time, that should be good…(I hope :))
Sorry to tell, this one was also too fast…
1) You click e.g. on a NavBar item – both checkboxes are unchecked
2) You click somewhere else
3) You click on the previous item – both checkboxes are CHECKED…
Ok, my mistake…
I hope this one will be better. I now create the validForCreate and validForUpdate attributes with a “0” value if doesn’t exist before filling controls. That should to the job
Thanks, I think it’s fine now.
Hi
for developing this type of tool, what type of knowledge and time will require? could you tell me?
Hi Chandra,
Well, this particular tool took me, let say, about 60-80 hours…
It required knowledge in following topics:
C#
WinForms
CRM Sdk
Xml
Once having exported the customization, all the major work resides in the UI and the Xml logic.
goooooooooooooo
I don’t know whether this tool is still relevant for community, but I discovered a small bug. When it loads ISV.Config with ‘Actions Menu’ that has its own items, an exception “Unsupported Xml content for the selected node!” occurs, and the program closes. In the other words the tool allows to create sub-items in an action menu, but later it can’t load it correctly. For example, I added some menu new items to ‘More Actions’ menu for a custom entity view:
Entity() -> Grid -> MenuBar -> ActionsMenu -> MenuItem.
I think the problem is here:
void AddMenuSubElements(TreeNode parentNode, XmlNode xmlNode)
{
if (parentNode.Text != “Menu” && parentNode.Text != “SubMenu”)
{
throw new Exception(…
It should be something like this:
void AddMenuSubElements(TreeNode parentNode, XmlNode xmlNode)
{
if (parentNode.Text != “Menu” && parentNode.Text != “SubMenu” && parentNode.Text != “ActionsMenu”)
{
throw new Exception(…
Hi,
I corrected the tool. You should be able to download latest version
Thank you!
Hi, i do have the problem, that i’m not able to create a “ActionsMenu” at the position:
Entity() -> Grid -> MenuBar -> ActionsMenu -> MenuItem
The validation fails, it says,the element menubar has a invalid childelement.
It also not works, when i’m editing the isv.config xml directly. What am i missing?
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