Providing greater access to information with fewer clicks is a frequently requested customization to Dynamics CRM. One such option to achieve this goal can be seen in the following example.
Suppose you want to know how many active or draft quotes are associated with a particular Account. After clicking Accounts from the main navigation, then clicking again to view an Account detail, another click is required to know the number of active quotes associated with that Account.
The Account form’s left navigation bar provides links to a deeper level of associated Account information. If you need to view the details of a specific quote, this isn’t so bad, but if you just want a count of quotes, while still being able to see the account’s details, there’s another option.
Figure 1 shows a customization that appends the number of active quotes directly to the navigation link.
The latest version of the Dynamics CRM 2011 Software Developer Kit was released in August 2012. This version of the SDK provides many samples of how Microsoft recommends extracting information from the CRM database.