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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Add button on card form Dynamics 365

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Posted on by 32

Hi,

Is there a way to add an option or a button in a card form in Dynamics 365.

Let's say that I want to add an option after  "Suivre" in the image below. Can I do that ? I try with Ribbon Workbench whitout success.

cardForm.jpg

Thanks

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at
    RE: Add button on card form Dynamics 365

    Hello,

    I believe you show the subgrid - did you try to add the button to the "Subgrid" ribbon of the corresponding entity?

  • Suggested answer
    Andro Profile Picture
    5 on at
    RE: Add button on card form Dynamics 365

    Hi,

    I was just struggling with the same problem.

    What I've found to work best is adding the 'Mscrm.ShowOnGridAndQuickAction' enable rule to your custom button in the XRM Toolbox.

    Also make sure that the rule's value is set to 'True' 

    Position of a button may vary, but for me adding it onto the 'Home' ribbon worked just fine.

    Hope this saves anyone at least some time.

    Cheers!

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