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Microsoft Dynamics CRM (Archived)

Customizing ribbon and title for a web resource page

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Posted on by 3,079

I've got an HTML web resource that I've added to my site map.  When I do this, I noticed two things I would like to adjust if possible:

1. The title of the page is just "Microsoft Dynamics CRM"  instead of "<My title> - Microsoft Dynamics CRM".  I'd like my text to flow into that title, so it's consistent with the other pages, like "Active Accounts - Microsoft Dynamics CRM".

2. It automatically gives me three buttons just under the site map - New Activity, New Record, and Import Data.  Is there any way to remove those?  I don't seem to be able to load this into Ribbon Workbench since it requires an entity.

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  • Rajkumar Rajaraman Profile Picture
    on at

    Hello,

    1. Refer the following link - but it's unsupported way:

    mahadeomatre.blogspot.in/.../change-microsoft-dynamics-crm-text-for.html

    2. Refer the following links:

    social.microsoft.com/.../crm-2011-how-to-disable-the-new-activity-ribbon-button-for-a-deactivated-custom-entity

    www.develop1.net/.../How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • awalters Profile Picture
    3,079 on at

    For 1. - Sorry, I may not have been clear enough.  I don't mean the title in the navbar, I mean the "title" as per HTML terms.  Basically what shows up if you bookmark a page, or if you hold down the forward or back buttons on your browser, or look at your history, etc...

    re: the links for 2. - They reference using Ribbon Workbench, but again, that doesn't work in this scenario as I don't have an entity to load.  It's just a page linked directly from the site map.  One also mentions "Visual Ribbon Editor", but that appears to just be for 2011?

  • Guido Preite Profile Picture
    54,086 Moderator on at

    Allison,

    can you please post a screenshot for the point 2?

    regarding the point number 1 you will need to add a javascript inside your webresource to change the title of the document dynamically.

  • awalters Profile Picture
    3,079 on at

    3731.screenshot.jpg

    The three buttons between the site map and my test text (New Activity, New Record and Import Data) are the ones I'd like to remove.  I suppose theoretically I could just hide them with javascript, worst comes to worst?  Hoping to just not have them there at all though, and/or put different ones there.

  • Guido Preite Profile Picture
    54,086 Moderator on at

    Strange, how did you add your web resource to the sitemap?

    maybe the fact that you have that 3 buttons has something to do with the sitemap customization.

  • awalters Profile Picture
    3,079 on at

    I used XrmToolBox, added a SubArea, and used the Url line to link to the web resource.  Is there a different way to do it that might give me a different outcome?

  • Guido Preite Profile Picture
    54,086 Moderator on at

    Allison,

    I did a quick check and for 2013/2015 that buttons are displayed when a webresource is added as you did.

    And to be honest I don't know if using Ribbon Workbench you can set a rule so they will not be displayed.

    If it's very important to hide them you can go unsupported, but if your organization will be updated to 2015 SP1 the code maybe will not work or will be necessary to be updated.

  • awalters Profile Picture
    3,079 on at

    "regarding the point number 1 you will need to add a javascript inside your webresource to change the title of the document dynamically."

    I tried both window.parent.document.title = "Test title";  and top.document.title = "Test title"; and neither worked.  Every resource I can find on changing the title via javascript from within an iframe suggests one of these two.  :-(  Is there some other way to do it that you're aware of that works in CRM?

    Thanks!

    ETA:  I added alerts before and after and found that my line of code is in fact setting the title to what I want.  But when I look at the fully loaded page, the title is still just "Microsoft Dynamics CRM".  So I assumed CRM must be setting it dynamically after I was, and overwriting.  Wrapped the title-setting code like this:

    $(window.parent).on("load", function() {
         window.parent.document.title = "My test title";
    });


    And this seems to work in Chrome, though not IE.

  • awalters Profile Picture
    3,079 on at

    Okay, so I was also able to add javascript to hide the command bar.  However, the issue with both of these fixes lies in the fact that CRM seems to generally only load the new iframe of inner content when you navigate between pages on the navbar - it doesn't reload the whole page.

    This is a problem for these two javascript solutions because they'll work when a full page is loaded (i.e. if I open up this page directly, or refresh when I'm on it, the title will be set properly and the cmdbar will be hidden).  However, if I then navigate to a different page, the title and cmdbar there will also be affected until I do a full reload.  The reverse is also true - if I open a different CRM page first, and then navigate to my web resource, the title does not get set.  It does do my hide of the bar, though, since I don't have that triggering on a load or unload.

  • Sahil Profile Picture
    165 on at

    Hi,

    Were you  able to remove these buttons as I am having the same issue too.

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