Question

I am sure this will be possible but I cannot find any tutorials or instructions.

I want to create my own screen (using C#) that can be called from a new menu option within Dynamics so that as far as the user is concerned they are just using another “Dynamics screen” rather than a custom built one.

Is this feasible..? Does anyone know of a good tutorial for this..?

Thanks in advance.

Answer 1

If by “own screen (using C#)” you mean an ASP.NET web page:

1. Add an IFRAME to the CRM Form.
2. Add a button to the ribbon of this form and hook this into a JavaScript function on the form.
3. Set the src of the IFRAME to the “screen” you wish to display.

Download the SDK from here and have a good read. It also includes some excellent example code.