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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Dashboards creating a Save and Close button

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Posted on by 1,019

Hi,

I have a requirement to create a save and close button on the dashboard page.please advise the step by step with code on how I can achieve this.

Thanks

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Dashboards creating a Save and Close button

    Hi partner,

    First we should find an existing "Save and Close" ribbon, and then right-click it and select "customise command".

    And then we will be able to find this command in the Commands area.

    Then choose this command in our new save&close ribbon and publish.

    pastedimage1582768514451v2.png

    pastedimage1582768473373v1.png

    The commands of different "Save&Close" ribbons may be different, don't worry about that, we could choose this command in our new ribbon directly.

    Best Regards,

    Leo

  • yify Profile Picture
    yify 1,019 on at
    RE: Dashboards creating a Save and Close button

    Hi Leo,

    Thanks for the in detail steps. In the 3 rd step, I am not seeing a ln option to select the Mscrm.FormEdiotrTab.SaveButtons.Controls.Buttons.SaveAndClose. please advise should I create the command or is it available directly for you to select.

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Dashboards creating a Save and Close button

    Hi partner,

    Do you want to add a "Save and Close" ribbon on dashboard edit page? If so, please follow the below steps.

    1.Create a new unmanaged solution and add Application Ribbons in it.

    pastedimage1582690134355v1.png

    2.Open this solution in ribbon workbench, find "Mscrm.DashboardEditorTab" in Home area.

    pastedimage1582690202280v2.png

    3.Add a new ribbon named "Save and Close" beside Close ribbon. In its command, choose OOB command "Mscrm.FormEdiotrTab.SaveButtons.Controls.Buttons.SaveAndClose".

    And choose the right icons. Pubulish.

    pastedimage1582690348762v3.png

    4.Here's the result.

    pastedimage1582690376018v4.png

    It worked very well.

    Hope it helps.
    Best Regards,

    Leo

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