edit ms CRM 365 interface using vs 2015(CRM SDK)

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Posted on by sehati.mehdi

Hi, I`m new in developing CRM 365

I learned about plugins and I couldn`t find anything about changing the user interface of CRM 365 with plugins with visual studio.

for example, add a button to the top menu in invoice page?

I was thinking to make a plugin to clone invoices but I can't find anything about how I can add a button to the invoice page and execute my plugin with that.

I just wat register my plugin to CRM 365 and my custom button appears automatically.

thanks for helping me guys.

(I work on CRM 365 on-premise)

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TylerS.Dev 729 on at

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You can add button to the ribbon using ribbon workbench, you can download it from site below:

https://www.develop1.net/public/rwb/ribbonworkbench.aspx

Below is a tutorial to get you started;

https://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

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sehati.mehdi 7 on at

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Thanks, Tyler but I want to create my own button all by code in the plugin

Once register my plugin into CRM 365 and all added into it

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Temmy Wahyu Raharjo 2,916 on at

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There's no such things in Dynamic CRM. We need to create manually by our self. Either you go and modifying FetchXml of your Form or using RibbonWorkbench tool.

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Pawar Pravin 5,237 on at

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Hi sehati.mehdi ,

Actually in CRM there is no way to create button using c# coding, for that you need to use third party solution called as "Ribbon workbench".

Please refer below url to download ribbon workbench

https://www.xrmtoolbox.com/plugins/RibbonWorkbench2016/

https://ribbonworkbench.uservoice.com/

Also after creating button you need to call JS code on button to call plugin code

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sehati.mehdi 7 on at

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Actually, I have seen a plugin that you register once and it adds a button to menu u can click it and do some action (it`s notification plugin and add a button with a bell icon that shows u some notification)

ty but I really really need sth like that.

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sehati.mehdi 7 on at

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ty dude but it`s possible.

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Aric Levin - MVP 30,190 Moderator on at

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Hi Sehati,

What is the business reason that you want to do this?

The customization of the Command Bar/Ribbon is done via Xml modifications. You basically add Xml to the customizations of your solution or entity and that will add a button to your command bar once your solutions is being published.

Technically you could build logic within your plugin to do all of that (not done or tested) but why rebuild logic when people have spent hundreds of hours of work doing exactly what you need within a solution. This really does not make any sense.

Recheck what the business case is for this.

Buttons can be set to be hidden or disabled based on values, privileges or custom code.

Good luck with whatever solution you choose.

Ribbon workbench, which various people have mentioned in this post does exactly what you need it to do, with very little time.

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sehati.mehdi 7 on at

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I`m so grateful, I find out how it works now I can search and find the answer but for your question (What is the business reason that you want to do this?) I have another question: You write an export to pdf plugin and wanna sell that to 10000 organization. You need a button in some pages to run this plugin, you do it automatically or manually for all of them?

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Aric Levin - MVP 30,190 Moderator on at

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Hi Sehati,

Sorry to answer your question with a question, but the fact that you want to display the button in such pages is fine. The question is how do you know when you load the page if the button needs to be displayed? Is it based by security role or privilege, the value of a field, the type of a form...

All of these conditions can control whether a button is displayed or not in the Xml.

So what is your determination of show or hide the button?

Also, the execution can be done as Plugin or Action? On the change of a particular value, or click of a button to execute the action.

Hope this helps.

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sehati.mehdi 7 on at

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No problem Aric, It`s fine, I think I`m just new in CRM and can`t explain my problem well the problem is mine. You're the first person in the last two month that said it`s possible and showed me a way.

There is no condition to show dude for the start I just want to put a button or sth in the ribbon or somewhere that run my plugin. for example, I wrote a cloning plugin for invoice records. I just need a button when u selected your record press that button and plugin do its job. But I really need to make that button automatically in my plugin code

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