Microsoft Dynamics CRM (Archived)

Add button on ribbon for all entities

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Posted on by Community Member Microsoft Employee

Hi,

How can I add a button on ribbon for all entities ?

I use CRM dynamics 365 and Ribbon Workbench 2016 ( XrmTollBox ).

Thanks in advance..

Kibd regards

Martin

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Answers (1)

Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi Alex,

Is there any chance that I can modify a ribbon bar button from Plugin ?

Thanks in advance...

Kind regards

Martin
Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi Alex,

Thank you very much!

Kind regards

Martin
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ashlega 34,475 on at

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RE: Add button on ribbon for all entities

Hi Martin,

sorry it took some time:) Here is how you can do it:

- Create a new solution

- Select "Client Extensions" in the solution

- Use "Add Existing"->"Application Ribbons"

- Save the solution

Switch to the Ribbon Workbench

- Load the solution you just created

- There will be no entities, just the application ribbon

- Add a button to the "Form" ribbon, but make sure you add it to the right place (see my highlighting on the screenshot below)

- Configure the button (add a command etc)

- Publish the changes

Make sure to refresh the browser.. You'll see that button on all entity forms (then you can start adding rules).
Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi,

Thank you all for your help.

I can't do it....

Kind regards

Martin
ashlega 34,475 on at

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RE: Add button on ribbon for all entities

Hi Martin,

have a look at the application ribbon here - might be what you are looking for:

ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench
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Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Martin, you should add the command, click the button and add the command
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Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi Martin,

As far as I know, you can't do this with one button. However, what you can do is to create separate buttons on all entities that you want to show the button on, and also develop a configuration entity with entity name and a two optionset or anyway you like.

Then configure the display rule of each button for each entity. Basically you will need to write the pretty much the same JS method to check the configuration entity record and Hide/Show the button on that entity.

So you still will be controlling the visibility of the button using CRM configuration, but it won't be a single button, but 1 button for each entity.

Hope this answers your question :)
Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi Fahad,

I need that button ( it will open , show form ) on all entities, but I will show/hide that button based on some data from CRM.

Basically, I don't know on which form I need show that button , I will know that when the form is opening ( I will check it in CRM data, for

example: for entity Account, I will check if exist some configuration data for that entity in CRM ).

Kind regards

Martin
Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi Martin,

Can you pleae elaborate what exactly you mean by "Set a button for all entities"? What will that button do?
Community Member Microsoft Employee on at

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RE: Add button on ribbon for all entities

Hi,

Thanks for reply,

Unfortunately it is the same as XRMToolBox Ribbon workbench.

I can't set a button for all entities ( Dynamics 365 )..