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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Best Practice for Ribb...
Microsoft Dynamics CRM (Archived)

Best Practice for Ribbon Workbench

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Posted on by FrankF-WorldStrides 80

We have been configuring our CRM Online instance  getting ready for go-live.  Over the course of the last couple of months, I have created a number of solutions for editing of the various ribbons.  Now that I've done all of that, I'm thinking maybe that is not the best way to do it, but I can't find any resources that talk about what the best practice is?

We have customizations that we've put in place (adding buttons, changing labels, etc) using the Ribbon Workbench and there are customizations that have been made by third-party providers that affect the same ribbons. I'm wondering if there could be potential conflicts?

So, for those with more experience: How do you manage ribbon customizations?  Do you use one solution for all ribbons or a separate one for each entity?  What if more than one solution affects the same entity?  Which one takes precedence? (I know the hierarchy tree, but what if two are on the same level? IE: Unmanaged?)

Can anyone shed some light?

-Frank

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  • Community Member Profile Picture
    Community Member on at
    RE: Best Practice for Ribbon Workbench

    I will suggest you check through the link bellow blog.cobalt.net/.../ribbon-workbench-solution

  • FrankF-WorldStrides Profile Picture
    FrankF-WorldStrides 80 on at
    RE: Best Practice for Ribbon Workbench

    Thanks Selena.  The post is a good primer on how to go about updating the ribbon, which we've already done a number of times.  My question is more of how to manage those customizations over time.  Do you create a new unmanaged solution for every entity you want to customize the ribbon for?  Or do you create one large unmanged solution that contains all of your customizations?

    What if there are two solutions, both unmanaged, that contain the same entity and have different ribbon customizations?

    What I'm asking is how do people manage their ribbon customizations when there are a number of them, over different entities, and created both in-house and externally.

  • FrankF-WorldStrides Profile Picture
    FrankF-WorldStrides 80 on at
    RE: Best Practice for Ribbon Workbench

    Any other suggestions?  

  • Verified answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: Best Practice for Ribbon Workbench

    Mostly I create one solution that I use for editing the ribbon. I only add the entities that I'm working on at that time to speed up the loading of the tool.

    I don't think you can separate the ribbon customizations from the entity. E.g. you create a solution with the account entity and customize the ribbon in that solution. In another solution you add that same account entity. As far as I know, that solution will also get the changes made to the ribbon.

    So as long as you add the customized entities to the solution, you don't need (or can't) separate the customizations.

    And with regard to multiple solutions, you might want to consider moving the solutions to another environment as a managed solution.

    Maybe the diagram under "Unmanaged and managed solutions" helps with this decision.

    msdn.microsoft.com/.../gg334576.aspx

  • FrankF-WorldStrides Profile Picture
    FrankF-WorldStrides 80 on at
    RE: Best Practice for Ribbon Workbench

    Thanks Martijn,

    So once you make the updates for the specific entity, are you saying you can then remove that entity from the solution?

    -Frank

  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: Best Practice for Ribbon Workbench

    As far as I know it should.

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