Calling a .NET DLL from a tab

You can reference your custom .NET .dll file from a new tab of an entity in Sage CRM and invoke a particular method implemented in the .dll file.

  1. Log on to Sage CRM as a system administrator.
  2. Go to <My Profile> | Administration | Customization | <Entity>| Tabs.
  3. In the Tab Group Name column, click the entity name.
  4. On the page that opens, under Properties, use the following options:
    • Caption. Type a name for your new tab.
    • Action. Select customdotnetdll in the list.
    • Custom Dot Net Dll Name. Enter the base name of the .dll file you want to reference; omit the file name extension (.dll). The .dll file must be stored in the Storage location for custom .NET DLLs.
    • Method Name. Type the name of the method you want to call that is implemented in the .dll file.
  5. Click Add.
  6. Under Desktop HTML Tab Group Contents, use the up and down arrows to adjust the tab's position.
  7. Click Save.