Dynamics Community Forum Thread Details

How can we add a link/ button to top ribbon bar(blue/ black bar) in MSX CRM?

I am trying to add a link/ button to top ribbon bar(blue/ black bar) in MSX CRM. So, I need help in adding it to the top ribbon bar and also want it to be visible only for certain users.

Hi,

Regarding your request to add a button to the MS CRM ribbon, this request is supported!

First, regarding your first question，according to the information our team searched for, in fact, as early as 2016 someone raised this requirement on Stackoverflow, the link someone proposed two solutions one is to use RibbonWorkbench + JavaScript Code, the other is to use Site Map
specific details please refer to the following link
Dynamics Crm 365 custom button on navigation tool bar - Stack Overflow
In addition, in 2018 Dynamics 365 community there is a blog mentioned Adding Global Command Buttons to the Unified Interface, the link is as follows
Dynamics Community Blog Post Details

And then, regarding the second question you asked, how to make this custom button available only to specific users
Here's the solution our team came up with
Step1, you can assign security roles to those specific users, if you have questions about creating and assigning security roles, please refer to the official Microsoft documentation below.
Security roles and privileges - Power Platform | Microsoft Learn
Step2, use JavaScript to show/hide the custom button based on security roles, you can refer to the article in the link below
Show/Hide a custom button based on Security Role using JavaScript | HCLTech

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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