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1.Notifications Accelerator
Overview
The Notifications Accelerator for Microsoft® Dynamics® CRM 4.0 provides your CRM users with the ability to
subscribe to RSS feeds created from saved views in CRM. These RSS feeds may be displayed in any standard
RSS feed reader including the RSS feed Windows Vista® Gadget and Microsoft Outlook® 2007.
Installation
The Notifications Accelerator for Microsoft Dynamics CRM 4.0 is designed to be installed with little configuration. It
consists of a few web pages that are installed in the ISV subdirectory of your CRM web site, compiled code
installed in the bin subdirectory of the CRM web site, and ISV.Config customizations that must be imported for any
CRM Organization you wish to generate feeds for.
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Accelerators for Microsoft Dynamics CRM 4.0
3. Specify the ISV subfolder for the RSS web files and indicate which organizations you wish to deploy the
ISV.Config customizations. By default, the ISV subfolder will be named “RSS”. Click “Install”.
4. The installation may take up to a few minutes - it is actually copying files and updating the ISV.Config data
in CRM. Once the installation is complete, there will be a confirmation screen:
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To update ISV.Config:
1. In the MenuBar/CustomMenus section, locate the following strings:
b. Simply add additional keys just beneath each of these in the following format:
<Title LCID="Your Language Code Here" Text="Your Text Here" />
4. In the main grid, “ISV Config” will be displayed. Highlight ISV Config and click “Import Selected
Customizations”. A warning dialog will appear, click “OK”.
5. A window will appear display the import progress. If the import was successful, a message stating
“Customizations have been imported successfully.” will be displayed.
To complete this within Microsoft Dynamics CRM go to Settings System Settings Customization tab and
set the Custom Menus and Toolbars section to reflect which clients you want the RSS menu to appear in (select
either Web or Outlook, or Both).
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2.Subscribing to Feeds
We will demonstrate how to subscribe to feeds from within CRM. There are two ways a subscription can be made:
1. You may select a view from the Feed Subscription page, or
2. You may subscribe to a view’s feed directly from that view in CRM.
To subscribe from the Subscription page:
1. From the RSS menu, select “Choose Subscription…”. This will display the Feed Subscription Page:
2. Select the entity that contains the view to which you wish to subscribe:
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4. The gray RSS icon will now be activated (orange in color) and you may click on the icon to open the url
for the RSS feed. This url may now be entered into your desired RSS feed reader:
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3. This will open the url for the RSS feed. This url may now be entered into your desired RSS feed reader.
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