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Microsoft Dynamics CRM (Archived)

Add button on ribbon for all entities

Posted on by 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

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    RE: Add button on ribbon for all entities

    Hi Alex,

    Thank  you very much!

    Kind regards

    Martin

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    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)

    3386.1.PNG

    - 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 Profile Picture
    Community Member Microsoft Employee on at
    RE: Add button on ribbon for all entities

    Hi,

    Thank you all for your help.

    I can't do it....

    Kind regards

    Martin

  • ashlega Profile Picture
    ashlega 34,475 on at
    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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add button on ribbon for all entities

    Martin, you should add the command, click the button and add the command

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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 Profile Picture
    Community Member Microsoft Employee on at
    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 )..

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