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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Ribbon Workbench not w...
Microsoft Dynamics CRM (Archived)

Ribbon Workbench not working after upgrade to Dynamics 365 v9.0

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Posted on by RyanE 180

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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I have the same question (0)
  • Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello,

    Can you still see your customizations when you open the Ribbon in Ribbon Workbench?

    Do you have the most up-to-date version of the Ribbon Workbench (v3.1.177)?

    And can you perhaps post the XML of your customization, so we can take a look what might be the issue?

  • RyanE Profile Picture
    RyanE 180 on at
    1. Yes, I can see my customizations.
    2. I am on v3.1.177.1
    3. I couldn't figure out how to export the XML, but here is a screenshot of the settings:

    3660.Ribbon.JPG

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hey Ryan,

    That doesn't look like it's a supported customization. You're not supposed to call internal functions like XrmCore.

    You may have run into the issue that Microsoft restructured their internal code (which we're not supposed to call upon) and it no longer works because the method has moved, changed to has been deleted.

      

    Adding these types of activities can easily be done via the Activity Panel (Activity Timeline).
    It is possible for users to adjust their workflow and use the buttons in the Activity Panel to add activities instead?

      

    If you are set on a custom ribbon button, please take a look a this article on how to a custom activity button with the supported methods:
    https://ribbonworkbench.uservoice.com/knowledgebase/articles/358664-create-a-command-bar-button-for-your-custom-acitiv

    This article focuses on adding a button for a custom activity type but, it can be used for standard activity types as well. Where it instructs you to type the 'entity type code' use the entity type codes for the standard activities instead (Task = 4212, Phone Call = 4210, Email = 4202, Appointment = 4201) 

     

    Refence entity type codes:
    https://msdn.microsoft.com/en-us/library/gg328086.aspx 

  • RyanE Profile Picture
    RyanE 180 on at

    Thanks Michel!

    This solution was added a few version back where it was support to "unhide" the built in activity button in Dynamics.

    We have a custom form where we can add time for the task in a case form, so this is why we don't use the quick form from the social pane since you cannot edit it. I will look into your suggestion you included in your previous post.

    On a side note, I cannot find out how I can now remove this custom button in Dynamics using Ribbon Workbench. Do you know how I can do that?

    Thanks again for your help!

    Ryan

  • Suggested answer
    Michel van den Brink Profile Picture
    Michel van den Brink 4,697 on at

    Hello Ryan,

    If your Solution is an Unmanged Solution, you should be able to delete the button by right-clicking on it and selecting 'Delete'

    If it's a Managed Solution, you can right-click the button and select 'Hide' to hide it.

    dyncomm_5F00_mindsunited_5F00_deletecustomribbonbutton.png

  • RyanE Profile Picture
    RyanE 180 on at

    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!

  • jenihana Profile Picture
    jenihana 75 on at

    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):

    <?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>
  • Kwek Shee Hao Profile Picture
    Kwek Shee Hao on at

    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.

    0218.Button.png

    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

  • CMilton Profile Picture
    CMilton 110 on at

    Anyone managed to sort this out yet? I'm about to take the plunge and try and figure it out. Not having an activity button is a pain!

  • RyanE Profile Picture
    RyanE 180 on at

    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.

    CRM-_2D00_-Add-Activity.JPG

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