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We recently upgraded our Online Dynamics 365 to v9.0. After this upgrade our customizations to the Ribbon, using Ribbon Workbench 2016, has stopped functioning.
The changes I made were basic, but they are still used frequently. I had created a flyout button to quickly add tasks, phone calls, email, or appointments to a case. Since the update, clicking on this does nothing.
Any help would be appreciated.
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To resolve this, the method could simply be changed to XrmCore.Commands.Add.AddActivityToForm instead of XrmCore.Commands.Add.AddActivityOnForm of Main_system_library.js
HI RyanE,
you should pass the PrimaryControl as CRM parameter.
Regards,
Eduard Dalm
Hello,
Thanks for the additional information on using the main forms. Doing more testing I have found that this solution does not work on Mobile or the new UUI. I am looking for a way to hide these buttons for mobile but had troubles since both clients return "web" as the type value. (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/reference/xrm-utility/getglobalcontext/client#getclient)
Hi,
As SALutions suggested in above given script it is working in Dynamics 365 V9 but it is opening quick create form and also if you want to open the normal activity form you can use the below library and function which I have tested and it is working as expected. I hope this will help someone
Library - $webresource:Sales/_static/_common/scripts/RibbonActions.js
Function Name - Mscrm.RibbonActions.addActivityOnForm
Kind regards
We have also ran into this issue after upgrading. I have not found a supported way to make this customization but I was able to get it working again in the meantime. Instead of using the XRM.Core in a custom JavaScript Action I used "Mscrm.GridCommandActions.addNewFromSubGridStandard" from "/_static/_common/scripts/CommandBarActions.js"along with the Int Parameter for the activity type and two CRM parameters for PrimaryEntityTypeCode and FristPrimaryItemId. This allowed the button to open the quick create form of the activity regarding the record.
No, I was never able to get this working. If you find a solution, then please share!
My workaround is to click on the associated activity button on the social pane, then click the "Add New Activity" button on the next page.
Hi RyanE,
Can you share us your solution? i tried to customize a custom activity button. But is not workign on Dynamics 365 online v9.
I tried method share by michael, but is abit different from the ribbon workbench i use. I am using the version 3.1.177.1
i am having the same issue , where i click on the button do nothing.
Regards,
Shee Hao
Hi Michel-
I used the above method, and since our upgrade to 9.0 my custom Activity Buttons in the Command Bar on the Opportunity Form do not work.
Any ideas?
-jg
Up to date on Ribbon Workbench.
Here's the XML...the Custom Activities are Sales Support and Sales Meeting (10114,10115):
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<?xml version="1.0" encoding="utf-16"?>
<RibbonDiffXml xmlns:xsd="www.w3.org/.../XMLSchema" xmlns:xsi="www.w3.org/.../XMLSchema-instance">
<CustomActions>
<CustomAction Id="mag.Mscrm.Form.opportunity.AddTask.CustomAction" Location="Mscrm.Form.opportunity.Related.Activities.Controls._children" Sequence="10">
<CommandUIDefinition>
<Button Alt="$LocLabels:Mscrm.Form.opportunity.AddTask.Alt" Command="Mscrm.AddSalesSupportToPrimaryRecord" Id="Mscrm.Form.opportunity.AddTask" Image32by32="/_imgs/ribbon/entity32_4212.png" Image16by16="/_imgs/ribbon/AddTask_16.png" LabelText="$LocLabels:Mscrm.Form.opportunity.AddTask.LabelText" Sequence="10" TemplateAlias="c1" ToolTipTitle="$Resources:Mscrm_Form_Other_Related_Activities_AddTask_ToolTipTitle" ToolTipDescription="$Resources(EntityDisplayName):Ribbon.Tooltip.AddTask" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.Mscrm.HomepageGrid.opportunity.AddTask.CustomAction" Location="Mscrm.HomepageGrid.opportunity.Related.Activities.Controls._children" Sequence="10">
<CommandUIDefinition>
<Button Alt="$LocLabels:Mscrm.HomepageGrid.opportunity.AddTask.Alt" Command="Mscrm.AddTaskToSelectedRecord" Id="Mscrm.HomepageGrid.opportunity.AddTask" Image32by32="/_imgs/ribbon/entity32_4212.png" Image16by16="/_imgs/ribbon/AddTask_16.png" LabelText="$LocLabels:Mscrm.HomepageGrid.opportunity.AddTask.LabelText" Sequence="10" TemplateAlias="c1" ToolTipTitle="$Resources:Mscrm_HomepageGrid_Other_Related_Activities_AddTask_ToolTipTitle" ToolTipDescription="$Resources(EntityDisplayName):Mscrm_HomepageGrid_EntityLogicalName_Related_Activities_AddTask_ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.new.opportunity.UpdateWonOptyForm.Button.CustomAction" Location="Mscrm.Form.opportunity.MainTab.Actions.Controls._children" Sequence="7">
<CommandUIDefinition>
<Button Command="new.contact.RunDialogForm.Command" Description="Run Won Opty Dialog" Id="new.opportunity.UpdateWonOptyForm.Button" Image32by32="$webresource:new_dialog32" Image16by16="$webresource:new_dialog16" LabelText="$LocLabels:new.opportunity.UpdateWonOptyForm.Button.LabelText" Sequence="7" TemplateAlias="o1" ToolTipTitle="$LocLabels:new.opportunity.UpdateWonOptyForm.Button.ToolTipTitle" ToolTipDescription="$LocLabels:new.opportunity.UpdateWonOptyForm.Button.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.new.opportunity.UpdateWonOptyGrid.Button.CustomAction" Location="Mscrm.SubGrid.opportunity.MainTab.Workflow.Controls._children" Sequence="35">
<CommandUIDefinition>
<Button Command="new.contact.RunDialogGrid.Command" Description="Run Won Opty Dialog" Id="new.opportunity.UpdateWonOptyGrid.Button" Image32by32="$webresource:new_dialog32" Image16by16="$webresource:new_dialog16" LabelText="$LocLabels:new.opportunity.UpdateWonOptyGrid.Button.LabelText" Sequence="35" TemplateAlias="o1" ToolTipTitle="$LocLabels:new.opportunity.UpdateWonOptyGrid.Button.ToolTipTitle" ToolTipDescription="$LocLabels:new.opportunity.UpdateWonOptyGrid.Button.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.new.opportunity.UpdateWonOptyHome.Button.CustomAction" Location="Mscrm.HomepageGrid.opportunity.MainTab.Actions.Controls._children" Sequence="18">
<CommandUIDefinition>
<Button Command="new.contact.RunDialogGrid.Command" Description="Run Won Opty Dialog" Id="new.opportunity.UpdateWonOptyHome.Button" Image32by32="$webresource:new_dialog32" Image16by16="$webresource:new_dialog16" LabelText="$LocLabels:new.opportunity.UpdateWonOptyHome.Button.LabelText" Sequence="18" TemplateAlias="o1" ToolTipTitle="$LocLabels:new.opportunity.UpdateWonOptyHome.Button.ToolTipTitle" ToolTipDescription="$LocLabels:new.opportunity.UpdateWonOptyHome.Button.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.opportunity.SalesMeeting.Button.CustomAction" Location="Mscrm.Form.opportunity.MainTab.Actions.Controls._children" Sequence="5">
<CommandUIDefinition>
<Button Alt="$LocLabels:mag.opportunity.SalesMeeting.Button.Alt" Command="Mscrm.AddSalesMeetingToPrimaryRecord" Id="mag.opportunity.SalesMeeting.Button" Image16by16="$webresource:new_salesMeeting_16" LabelText="$LocLabels:mag.opportunity.SalesMeeting.Button.LabelText" Sequence="5" TemplateAlias="o1" ToolTipTitle="$LocLabels:mag.opportunity.SalesMeeting.Button.ToolTipTitle" ToolTipDescription="$LocLabels:mag.opportunity.SalesMeeting.Button.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
<CustomAction Id="mag.opportunity.SalesSupport.Button.CustomAction" Location="Mscrm.Form.opportunity.MainTab.Actions.Controls._children" Sequence="5">
<CommandUIDefinition>
<Button Alt="$LocLabels:mag.opportunity.SalesSupport.Button.Alt" Command="Mscrm.AddSalesSupportToPrimaryRecord" Id="mag.opportunity.SalesSupport.Button" Image16by16="$webresource:new_salesSupport_16" LabelText="$LocLabels:mag.opportunity.SalesSupport.Button.LabelText" Sequence="5" TemplateAlias="o1" ToolTipTitle="$LocLabels:mag.opportunity.SalesSupport.Button.ToolTipTitle" ToolTipDescription="$LocLabels:mag.opportunity.SalesSupport.Button.ToolTipDescription" />
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id="Mscrm.Templates" />
</Templates>
<CommandDefinitions>
<CommandDefinition Id="Mscrm.AddSalesMeetingToPrimaryRecord">
<EnableRules>
<EnableRule Id="Mscrm.AppendToPrimary" />
<EnableRule Id="Mscrm.FormStateExistingOrReadOnly" />
</EnableRules>
<DisplayRules>
<DisplayRule Id="Mscrm.AddActivityToPrimary" />
</DisplayRules>
<Actions>
<JavaScriptFunction FunctionName="XrmCore.Commands.Add.AddActivityOnForm" Library="$webresource:Main_system_library.js">
<IntParameter Value="10115" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
<CommandDefinition Id="Mscrm.AddSalesSupportToPrimaryRecord">
<EnableRules>
<EnableRule Id="Mscrm.AppendToPrimary" />
<EnableRule Id="Mscrm.FormStateExistingOrReadOnly" />
</EnableRules>
<DisplayRules>
<DisplayRule Id="Mscrm.AddActivityToPrimary" />
</DisplayRules>
<Actions>
<JavaScriptFunction FunctionName="XrmCore.Commands.Add.AddActivityOnForm" Library="$webresource:Main_system_library.js">
<IntParameter Value="10114" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
<CommandDefinition Id="Mscrm.AddTaskToSelectedRecord">
<EnableRules>
<EnableRule Id="Mscrm.SelectionCountExactlyOne" />
<EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />
</EnableRules>
<DisplayRules>
<DisplayRule Id="Mscrm.AddActivityToSelected" />
<DisplayRule Id="Mscrm.HideOnCommandBar" />
</DisplayRules>
<Actions>
<JavaScriptFunction FunctionName="XrmCore.Commands.Add.AddActivityFromGrid" Library="$webresource:Main_system_library.js">
<IntParameter Value="4212" />
<StringParameter Value="" />
<CrmParameter Value="SelectedControlSelectedItemReferences" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
<CommandDefinition Id="new.contact.RunDialogForm.Command">
<EnableRules>
<EnableRule Id="Mscrm.FormStateNotNew" />
</EnableRules>
<DisplayRules />
<Actions>
<JavaScriptFunction FunctionName="Develop1_RibbonCommands_runDialogForm" Library="$webresource:new_RunDialogMS.js">
<CrmParameter Value="PrimaryEntityTypeName" />
<StringParameter Value="EFE65D73-E803-4953-A590-93BBC7CDC4C8" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
<CommandDefinition Id="new.contact.RunDialogGrid.Command">
<EnableRules>
<EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />
<EnableRule Id="Mscrm.SelectionCountExactlyOne" />
</EnableRules>
<DisplayRules />
<Actions>
<JavaScriptFunction FunctionName="Develop1_RibbonCommands_runDialogGrid" Library="$webresource:new_RunDialogMS.js">
<CrmParameter Value="SelectedControlSelectedItemIds" />
<CrmParameter Value="SelectedEntityTypeName" />
<StringParameter Value="EFE65D73-E803-4953-A590-93BBC7CDC4C8" />
</JavaScriptFunction>
</Actions>
</CommandDefinition>
</CommandDefinitions>
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules>
<DisplayRule Id="Mscrm.AddActivityToSelected">
<EntityPrivilegeRule PrivilegeType="AppendTo" PrivilegeDepth="Basic" AppliesTo="SelectedEntity" />
<EntityPrivilegeRule PrivilegeType="Create" PrivilegeDepth="Basic" EntityName="activitypointer" />
<EntityPrivilegeRule PrivilegeType="Append" PrivilegeDepth="Basic" EntityName="activitypointer" />
<EntityPropertyRule AppliesTo="SelectedEntity" PropertyName="HasActivities" PropertyValue="true" />
</DisplayRule>
<DisplayRule Id="Mscrm.HideOnCommandBar">
<OrRule>
<Or>
<CommandClientTypeRule Type="Legacy" />
</Or>
<Or>
<PageRule Address="/userdefined/edit.aspx" />
</Or>
<Or>
<PageRule Address="/advancedfind/advfind.aspx" />
</Or>
<Or>
<PageRule Address="/advancedfind/fetchData.aspx" />
</Or>
<Or>
<PageRule Address="/tools/formeditor/formeditor.aspx" />
</Or>
<Or>
<PageRule Address="/tools/visualizationdesigner/visualizationdesigner.aspx" />
</Or>
</OrRule>
</DisplayRule>
</DisplayRules>
<EnableRules />
</RuleDefinitions>
<LocLabels>
<LocLabel Id="Mscrm.Form.opportunity.AddTask.LabelText">
<Titles>
<Title description="task" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="Mscrm.Form.opportunity.AddTask.Alt">
<Titles>
<Title description="task" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="Mscrm.HomepageGrid.opportunity.AddTask.LabelText">
<Titles>
<Title description="task" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="Mscrm.HomepageGrid.opportunity.AddTask.Alt">
<Titles>
<Title description="task" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyForm.Button.LabelText">
<Titles>
<Title description="Update Won Opty" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyForm.Button.ToolTipTitle">
<Titles>
<Title description="Run Won Opty Dialog" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyForm.Button.ToolTipDescription">
<Titles>
<Title description="This will allow User to update certain fields on a Won Opty." languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyGrid.Button.LabelText">
<Titles>
<Title description="Update Won Opty" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyGrid.Button.ToolTipTitle">
<Titles>
<Title description="Run Won Opty Dialog" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyGrid.Button.ToolTipDescription">
<Titles>
<Title description="This will allow User to update certain fields on a Won Opty." languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyHome.Button.LabelText">
<Titles>
<Title description="Update Won Opty" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyHome.Button.ToolTipTitle">
<Titles>
<Title description="Run Won Opty Dialog" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="new.opportunity.UpdateWonOptyHome.Button.ToolTipDescription">
<Titles>
<Title description="This will allow User to update certain fields on a Won Opty." languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesMeeting.Button.LabelText">
<Titles>
<Title description="Sales Meeting" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesMeeting.Button.ToolTipTitle">
<Titles>
<Title description="Create a Sales Meeting" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesMeeting.Button.ToolTipDescription">
<Titles>
<Title description="Create a Sales Meeting" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesMeeting.Button.Alt">
<Titles>
<Title description="Create a Sales Meeting" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesSupport.Button.LabelText">
<Titles>
<Title description="Sales Support" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesSupport.Button.ToolTipTitle">
<Titles>
<Title description="Create a Sales Support" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesSupport.Button.ToolTipDescription">
<Titles>
<Title description="Create a Sales Support" languagecode="1033" />
</Titles>
</LocLabel>
<LocLabel Id="mag.opportunity.SalesSupport.Button.Alt">
<Titles>
<Title description="Create a Sales Support" languagecode="1033" />
</Titles>
</LocLabel>
</LocLabels>
</RibbonDiffXml>Thanks for your help Michel. I still don't know what happened with the upgrade, but the button I previously added cannot be deleted, even though I'm sure it was an unmanaged solution. When I delete, it always comes back. So I used the hide option and that seems to have worked.
As far as adding a shortcut or button to the full add task form, I'll post a new question in the forum.
Thanks again!
#1
Mohamed Amine Mahmoudi
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Victor Onyebuchi
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