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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Button "Convert i...
Microsoft Dynamics CRM (Archived)

Button "Convert in" on closed letters

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Posted on by Community Member

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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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Button "Convert in" on closed letters

    Following are few good reads:

    garethtuckercrm.com/.../dynamically-disable-ribbon-buttons-in-dynamics-crm

    community.dynamics.com/.../170982

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Button "Convert in" on closed letters

    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

  • Suggested answer
    Abed Haniyah Profile Picture
    Abed Haniyah 4,287 on at
    RE: Button "Convert in" on closed letters

    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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