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Microsoft Dynamics CRM (Archived)

Add button on ribbon for all entities

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Posted on by

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

    Hi,

    you will need to add it to all entities one by one. It will a big chunk of work.

    Good Luck

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

    Hi,

    I have found this article:

    https://community.dynamics.com/crm/f/117/t/155542

    but I don't know how I can implement it.

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

    Martin,

    May this help you..

    1. Download Ribbon Workbench and import it to CRM.

    2. Open the CRM and select the solution.

    3. In Home section.. select the group and add the button.

    look into this link for more help...

    community.dynamics.com/.../how-to-setup-ribbon-workbench

  • Community Member Profile Picture
    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 )..

  • Community Member Profile Picture
    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
    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

  • Suggested answer
    Community Member Profile Picture
    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 :)

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

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

  • ashlega Profile Picture
    34,477 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

  • Community Member Profile Picture
    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

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