Hallo,
I have the following problem:
If I have an open letter I can see the button "Convert in" in the ribbon, but if I close the letter the button isn't visible anymore.
I use CRM 2016 on-premises.
We just migrated from CRM 2011 there it wasn't a problem. However, in CRM 2016 it looks like it is standard that the button isn't visible anymore.
Has anyone an idea, how I can make this button visible again for closed letters?
Best regards,
Amber
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Following are few good reads:
garethtuckercrm.com/.../dynamically-disable-ribbon-buttons-in-dynamics-crm
Hi Amber,
Step 1:You will have to download and install ribbon workbench solution ( www.develop1.net/.../Download%20Ribbon%20Workbench%202013.aspx )
After you have done that, follow the steps below:
Step 2: Go to settings>>solutions>>new>>give it a name and select letter as a component of this solution>>save and close
Step 3: Since you are through with step 1, if you refresh your system, you will be able to see a button called 'ribbon workbench'; click on that>>click open solution>>select your letter solution
Step 4: Click on third row (button display) and click convert to
Step 5: Right Click on enable rule and select add rule>> select type as value
Step 6: On the right you will have to enter field name; enter schema name for 'statecode'
Invert result = true
Value = numeric value for completed and canceled, check this in your system it can be 0, 1 or 2
You will have to add two such rules, one for completed letters and one for canceled letters
After you have done this, 'convert to' button will always be visible
The Ribbon Workbench for CRM allows you to easily select a standard button and 'Customise Command' and hide and show button based on a value. Have a look to ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench
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