2011 User's Guide Copyright

Add or edit a Silverlight Web resource

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

Add a Silverlight Web resource if you want to include interactivity features to a form in Microsoft Dynamics CRM.

• 
  Add or edit a Silverlight Web resource
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Customizations.
   
3. 
   In the Customization area, click Customize the System.
   
4. 
   Under Components, click Web Resources.
   
5. 
   On the Actions toolbar, click New.
   
6. 
   In the Name text box, enter a name for the Web resource. This plus the file extension will become its file name.
   
7. 
   In the Display Name text box, enter a friendly name for this Web resource. This will be displayed in the Display Name.
   
8. 
   In the Type drop-down box, select Silverlight (XAP).
   
9. 
   Next to the Upload File box, click Browse. After you upload the file, its path is listed in the text box.
   
10. 
    When you finish editing the Web resource record, click Save and Close.
    
11. 
    When your customizations are complete, publish them:
    

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.
  

Edit the Site Map

This task requires the System Administrator or System Customizer security role or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions (on page 474)

• 
  Export the Site Map
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Solutions.
   
3. 
   On the Actions toolbar, click New.
   
4. 
   Complete the required fields, and then click Save. By default, the solution is saved as an unmanaged solution.
   
5. 
   To add the Site Map to the solution, click Add Existing and select Site Map. It is added to the list. More information: Add new or existing components to an unmanaged solution (see "Add new or existing solution components" on page 487)
   
6. 
   Click Save and Close. Your new unmanaged solution is listed in the Solutions list.
   
7. 
   In the list, select the Site Map solution that you want to export, and then on the toolbar at the top of the page, click Export Solution.
   
8. 
   In the Export Solution dialog box, click Publish All Customizations.
   
9. 
   Click Next.
   
10. 
    Select the check boxes for the settings that you want to export with the solution.
    
11. 
    Click Next.
    
12. 
    On the Package Type page, read about your options, and then click either Unmanaged or Managed.
    
13. 
    Click the Export button.
    
14. 
    In the File Download dialog box, click Save and save the file to a location of your choice.
    
15. 
    Click Close to close the Download Complete dialog box.
    

• 
  Import the Site Map
  

1. 
   In the Navigation Pane, click Settings.
   
2. 
   Under Customization, click Solutions.
   
3. 
   On the Actions toolbar click the Import button.
   
4. 
   On the Select Solution Package page, click Browse to locate an XML file or a compressed (.zip) file that contains customizations and settings exported from Microsoft Dynamics CRM.
   
5. 
   Click Next.
   

6. 
   If you want to activate any workflows and enable any SDK message processing steps included in the solution, select the Post Import Actions check box. The workflows and SDK message processing steps will begin working as soon as the import is finished.
   
7. 
   Click Next.
   

8. 
   If you have imported entity customizations you must publish them before they will be available.
   

• 
  To publish customizations for only the component that you are currently editing, on the Home tab, in the Save group, click Publish.
  
• 
  To publish customizations for all unpublished components at one time, click Publish All Customizations.