Customize Dialog box in Dynamics CRM

Many times we face a requirement where we are asked to customize a dialog box in CRM, either with the help of JScript or HTML page. But Dialog are not available for client side extensions except custom assemblies. You cannot use JScript to Customize a dialog.

But there is always an UNSUPPORTED way:

You can customize the CRM 2011 Dialog page by customizing the page that run the dialog, the page is existing under the folder

$Microsoft Dynamics CRM Installation Folder$\CRMWeb\CS\dialog\rundialog.aspx , but it is not a recommended solution.

You can write some scripts to customize the dialog, but be careful when install a hot-fix that replace this page with default one, so keep a backup for this page on your solution after you customize it.

Dialogs with Input Argument cannot be called as on demand

Dialog are mainly used to run on demand in CRM, but if your dialog is using Input Arguments, you cannot set the dialog to run on demand. You can only set it to run as child process. Logically it sounds ok as you will need some value to be passed to Input Argument before executing an dialog process, but CRM also provides a way to set a default value and setting default is mandatory. Now question is:

When we can have a default value for input arguments, why can’t we call such dialogs as On Demand? Why should I maintain an extra parent dialog to this?

dialog2.jpg

CRM 2011 : Dialogs with Input Argument cannot be called as on demand

Important to know (at least I didn’t knew it till date J).

Dialog are mainly used to run on demand in CRM, but if your dialog is using Input Arguments, you cannot set the dialog to run on demand. You can only set it to run as child process. Logically it sounds ok as you will need some value to be passed to Input Argument before executing an dialog process, but CRM also provides a way to set a default value and setting default is mandatory. Now question is:

When we can have a default value for input arguments, why can’t we call such dialogs as On Demand? Why should I maintain an extra parent dialog to this?