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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Add custom "share...
Microsoft Dynamics CRM (Archived)

Add custom "sharepoint documents" button to command bar

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Posted on by britman 590

I need to add a "sharepoint documents" button to the command bar in the ribbon to allow users to access Sharepoint document library without going to the chevron and clicking documents. I have read this can be accomplished with the ribbon workbench and some javascript. I have not used ribbon workbench much, does anyone have a good solution or code to share?

 

Thanks

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Hardik,

    The ribbon workbench is awesome, I recommend it any chance I get. I wrote up a pretty simple step-by-step on how to add a button and have it invoke a javascript resource in CRM 2015 at blog.cobalt.net/.../ribbon-workbench-solution . You'd do the same thing but modify the js to open Sharepoint.

    If this helps I'd love if you would mark this as a Verified answer.

    Thanks,

     Aiden

    EDIT: If all you need to do is open a URL you can do that in the Ribbon Workbench without any javascript by selecting "Open Url Action" instead of javascript function.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    You can invoke the navigate function of the sharepoint document navigation link in Javascript - so something like:

    Xrm.Page.ui.navigation.items.get("navDocument").setFocus()

    Hope this helps

  • britman Profile Picture
    britman 590 on at

    If I use the "open url action" that would take probably take me directly into SharePoint. I would like to replicate the Iframe view the current SP integration has. Thanks

  • britman Profile Picture
    britman 590 on at

    Do you have a sample jscript?

    Thanks

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    So you would have a function like:

    function openSharepointDocuments()

    {

       Xrm.Page.ui.navigation.items.get("navDocument").setFocus();

    }

    Then you would add this to a webresource and call using a Custom JavaScript Action in a command button. Aiden's article is a good reference for this.

  • britman Profile Picture
    britman 590 on at

    Thanks both for the input. I have added the button and published the ribbon workbench, but the button is not displayed when I open a case.

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    Could you post your Ribbon Xml for us to look at?

  • britman Profile Picture
    britman 590 on at

    Thanks.   <Entity>

         <Name LocalizedName="Service" OriginalName="Service">Service</Name>

         <ObjectTypeCode>4001</ObjectTypeCode>

         <RibbonDiffXml>

           <CustomActions />

           <Templates>

             <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

           </Templates>

           <CommandDefinitions />

           <RuleDefinitions>

             <TabDisplayRules />

             <DisplayRules />

             <EnableRules />

           </RuleDefinitions>

           <LocLabels />

         </RibbonDiffXml>

       </Entity>

       <Entity>

         <Name LocalizedName="Sharepoint Document" OriginalName="">SharePointDocument</Name>

         <ObjectTypeCode>9507</ObjectTypeCode>

         <RibbonDiffXml>

           <CustomActions />

           <Templates>

             <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

           </Templates>

           <CommandDefinitions />

           <RuleDefinitions>

             <TabDisplayRules />

             <DisplayRules />

             <EnableRules />

           </RuleDefinitions>

           <LocLabels />

         </RibbonDiffXml>

       </Entity>

       <Entity>

         <Name LocalizedName="Document Location" OriginalName="">SharePointDocumentLocation</Name>

         <ObjectTypeCode>9508</ObjectTypeCode>

         <RibbonDiffXml>

           <CustomActions />

           <Templates>

             <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

           </Templates>

           <CommandDefinitions />

           <RuleDefinitions>

             <TabDisplayRules />

             <DisplayRules />

             <EnableRules />

           </RuleDefinitions>

           <LocLabels />

         </RibbonDiffXml>

       </Entity>

       <Entity>

         <Name LocalizedName="SharePoint Site" OriginalName="">SharePointSite</Name>

         <ObjectTypeCode>9502</ObjectTypeCode>

         <RibbonDiffXml>

           <CustomActions />

           <Templates>

             <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

           </Templates>

           <CommandDefinitions />

           <RuleDefinitions>

             <TabDisplayRules />

             <DisplayRules />

             <EnableRules />

           </RuleDefinitions>

           <LocLabels />

         </RibbonDiffXml>

       </Entity>

       <Entity>

         <Name LocalizedName="Currency" OriginalName="">TransactionCurrency</Name>

         <ObjectTypeCode>9105</ObjectTypeCode>

         <RibbonDiffXml>

           <RibbonNotSupported />

         </RibbonDiffXml>

       </Entity>

  • britman Profile Picture
    britman 590 on at

    Below is the xml from ribbon workbench

    <RibbonDiffXml>

     <CustomActions>

       <CustomAction Id="po.service.Button1.Button.CustomAction" Location="Mscrm.Form.service.MainTab.Collaborate.Controls._children" Sequence="15">

         <CommandUIDefinition>

           <Button Alt="$LocLabels:po.service.Button1.Button.Alt" Command="po.service.Command0.OpenSharepoint" Id="po.service.Button1.Button" LabelText="$LocLabels:po.service.Button1.Button.LabelText" Sequence="15" TemplateAlias="o1" ToolTipTitle="$LocLabels:po.service.Button1.Button.ToolTipTitle" />

         </CommandUIDefinition>

       </CustomAction>

     </CustomActions>

     <Templates>

       <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

     </Templates>

     <CommandDefinitions>

       <CommandDefinition Id="po.service.Command0.OpenSharepoint">

         <EnableRules />

         <DisplayRules />

         <Actions>

           <JavaScriptFunction FunctionName="openSharepointDocuments" Library="$webresource:po_CommandBarButtonOpenSP" />

         </Actions>

       </CommandDefinition>

     </CommandDefinitions>

     <RuleDefinitions>

       <TabDisplayRules />

       <DisplayRules />

       <EnableRules />

     </RuleDefinitions>

     <LocLabels>

       <LocLabel Id="po.service.Button1.Button.Alt">

         <Titles>

           <Title description="DOCUMENTS" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="po.service.Button1.Button.LabelText">

         <Titles>

           <Title description="DOCUMENTS" languagecode="1033" />

         </Titles>

       </LocLabel>

       <LocLabel Id="po.service.Button1.Button.ToolTipTitle">

         <Titles>

           <Title description="DOCUMENTS" languagecode="1033" />

         </Titles>

       </LocLabel>

     </LocLabels>

    </RibbonDiffXml>

  • ScottDurow Profile Picture
    ScottDurow 21 on at

    All looks good - try publishing again since sometimes the first time doesn't clear the cache.

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