How to customize default search window on Agent desktop

Sep 3, 2010 at 2:17 PM

Hello experts,

I will like to find out how to customize the default customer search on agent desktop to map some field to my own custom field in CRM.

Pls any idea about how to do this...?

Sep 3, 2010 at 2:50 PM


its very easy if you know CRM API develpment.

You must open source of CCA, find LookupDlg.xaml at Microsoft.Crm.Accelerator.Cca.Samples.Wpf.Controls

and change form design and code, to search fields you wants.

Sep 3, 2010 at 2:51 PM

When install cca a folder with name source code have de AgentDesktop Project.

Inside this procject you have SampleControls, there is the customer search. You will need to know about WPF to change layout.