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Customization File Reference

CRM 1.2
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The customization file contains all the customizations for a specified set of entities and configuration elements.

This file can be created using the ExportAllXml and ExportXml messages.

The customization file can also be created from the Microsoft CRM Web application, by doing the following:

  1. In the Navigation Pane, click Settings, click Customization, and then click Export Customizations.
  2. Click Export All Customizations or select one or more entities, and then click More Actions, and then select Export Selected Customizations.

The following table lists the elements in the customization XML file.

Element Description
Added By Identifies the name of the ISV or customizer that added the element.
attribute Contains the details of an attribute for an entity.
AttributeMap Describes the attributes mapped between the source and target entities.
cell Describes a cell in a row.
contracttemplate Contains the definition for a contract template that acts as a framework for contracts.
column  
control Describes a control in a cell.
displayname Contains the localized text that is displayed whenever this attribute is rendered in a grid, lookup, or query editor.
emailtemplate Contains the definition for an e-mail template that acts as a framework for bulk e-mails.
Entities  
entity Contains the forms for an entity.
Entity Contains the customizations for an entity.
EntityInfo Contains metadata that describes the entity.
EntityMap Contains the user-customizable and system-level mappings between entities.
EntityRelationship Contains the description of a relationship between two entities.
event Describes a field or form level event.
field Contains application-level metadata about the field on a form used to display an attribute.
FieldXml Contains application-level metadata about the entity attributes.
FetchAttributeType  
form Contains the XML that describes a form.
forms Contains the forms for an entity.
FormXML Describes the forms available for a particular entity.
grid Describes the grid for the results of a saved query (view).
Icon Contains an icon for a custom entity.
ImportExportXml Indicates the root node for the customization file.
ISVConfig Contains the configuration information for adding to the Microsoft CRM user interface.
kbarticletemplate Contains the definition for a knowledge base article template that acts as a framework for knowledge base articles.
label Specifies the localized text that should be displayed whenever this element is rendered.
layout Describes the layout for the results of a saved query (view).
layoutcell Describes a cell in a layout row for the results of a saved query (view).
layoutrow Describes a row in the grid for the results of a saved query (view).
Name Contains the schema name of the entity.
option Contains the localized text that should be displayed whenever this option is rendered.
parameters Describes the parameters passed to an IFRAME control.
RelationshipRole Contains details about the account to contact relationship roles.
RelationshipRoleMap Contains information describing the mappings between the two entities involved in the relationship role.
row Describes a row in a section of a tab.
SavedQuery Contains information about what saved query to run and how to format it for display in a grid.
section Describes a section of a tab.
SiteMap Contains the contents of Site Map, which is used to extend and customize the left-navigation bars of the home page level of Microsoft CRM.
state Contains the localized text that should be displayed whenever this state is rendered.
status Contains the localized text that should be displayed whenever this status is rendered.
String Contains pieces of text that are displayed to the user by the application.
tab Describes the tab on a form.
Templates Contains e-mail templates, KB templates, and contract templates.


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