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I'd like to know if there's a way to add a customized button on a BU.
I'm trying to add a button here:
Is it possible? and if so, how? I've tried using Xrm tool kit's ribbon workbench but it did not work.
No.. you can not add custom buttons on business unit entity form or views.
Can you please tell why you need button on business unit entity.. there might be some different ways to fullfil requirement other than button.
I was given a task to create an organization for a university where the organization is divided into several campuses and every campus has sub campuses. I thought I'd make campus as a BU and enforce some security roles upon it.
I also created several other custom entities like Faculty and Student.
I'd like the manager of the campus to be able to create Student records from the Campus entity (that's why I thought I'd make a ribbon button on the BU and when clicked a Student record would open up ).
I guess I'll have to create a custom entity for campus as well.
If this is the direction you choose, where each campus is it's own business unit, why don't you just use Teams.
When a business unit is created, each business unit is associated with an owner team.
You can add custom buttons to the team entity, and logic so that it is only displayed for Owner type teams.
You can also simply require the team field to be required on the Student entity, so each student is associated with a team.
Hope this helps.
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