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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I edit the Cas...
Microsoft Dynamics CRM (Archived)

How can I edit the Case entity ribbon to add a button?

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Posted on by Community Member

How can I edit the Case entity ribbon to add a button?

I'm referencing the step in Figure 26.9 from the book Microsoft Dynamics Unleashed 2016.

  example-ribbon.PNG

I need to add the Button highlighted in the picture.  However, I have a big constraint. I can't use RibbonWorkBench.

Is there any tutorial that will teach me how to add the button to the Case entity ribbon without using Ribbon Work Bench?

Thank you!

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  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    Hi,

    You need to download case entity customization, extract and open customizations.xml in visual studio or any xml editor.

    then new need to look RibbonDiffXml tag, in this  you need to add custom action, then command definition, and any rules to show / hide button based on display rules / enable rules.

    If you are using multiple lang. in your CRM system then you need to define all display text in different lang. in LocLabels.

    Here you will get all information related to adding button and RibbonDiffXml

    msdn.microsoft.com/.../gg309639.aspx

    In Case you are not able to use ribbon workbench you can try some other tools like

    pragmatoolkit.codeplex.com

    crmvisualribbonedit.codeplex.com

    Also there are some examples available in MS CRM SDK.  

    Hope this will help..

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at

    HI

    You have to download the solution file and extract it. In that there is a file called customization.xml file, you have to edit refer below URL

    msdn.microsoft.com/.../gg309639.aspx

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Refer this:

    sliong.wordpress.com/.../crm-2011-adding-custom-button-on-entity-form-ribbo

    social.technet.microsoft.com/.../15439.microsoft-dynamics-crm-2011-adding-a-new-custom-ribbon-button.aspx

  • Community Member Profile Picture
    Community Member on at

    Can you se XRMToolbox? There is a SiteMap Editor plugin included in this product which can help you to edit site map and add button to Case entity ribbon.

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