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Customer experience | Sales, Customer Insights,...
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Customise Navigation bar in forms

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Posted on by 70

Hi All,

Where can I find the option to customize navigation bar in a form. Not the overarching bar but the navigation bar where most buttons exist. (see image below)

pastedimage1624934101326v4.png

apologies for the blurry image.

Thanks

I have the same question (0)
  • Ashish Pokhriyal Profile Picture
    25 on at

    What kind of customization do you want

  • J_C Profile Picture
    70 on at

    Specifically, I want to change a navigation link associated with the button "Distribute campaign activity".

    Currently, the button will navigate to an old form that I want to replace with my new one.

  • empath-e CRM Profile Picture
    1,136 on at

    Have you looked at using the Ribbon Workbench

    www.develop1.net/.../ribbonworkbench.aspx

  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    Please refer to the documentation: docs.microsoft.com/.../customize-commands-ribbon

    Also, you can use the RibbonWorkbench tool which allows you to easily manipulate the rubbon with a rather intuitive graphical interface.

    It is not a good idea to change the behavior of a standard button. It is better to hide it and create a new button that implements your new logic.

    Please refer to this blog, it explains how to add a new button which will execute a JavaScript function: www.briteglobal.com/.../

    Then, you can implement your JS code to open a form if you want. In this case, you will to pass the executionContext to get your record ID: d365demystified.com/.../

    Good Luck !

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