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Microsoft Dynamics CRM (Archived)

Elements of an entity to be included when deploying ribbon button customizations to a another environment

Posted on by Microsoft Employee

Hello,

I have made some changes to the form ribbon buttons using Ribbon Workbench in one environment. This includes a new JS file as part of a display rule. If I want to deploy the changes made to the ribbon buttons in another environment,  what are the items I need to include in a solution? I would of course need to include the new JS file. and what are the elements of the entity on which I made the change should be included in the solution?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Elements of an entity to be included when deploying ribbon button customizations to a another environment

    Yeah.

  • Cyclefitness Profile Picture
    Cyclefitness on at
    RE: Elements of an entity to be included when deploying ribbon button customizations to a another environment

    Are your security roles the same in both environments?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Elements of an entity to be included when deploying ribbon button customizations to a another environment

    Hi Debra,

    I made a change to the OOB button "Assign" in the OOB entity - "opportunity". Basically what I did was , I added a new enable rule for it to appear only when users have a certain security role(Added a new JS to check the security roles). I tested this in the development environment and it works perfectly.

    However, it is not working in the QA environment. ( I created a new solution, loaded the opportunity entity, added client extensions-> Application ribbon, the JS web resource).

    Used Ribbon workbench 2016 in the Dev environment to customize it.

    After finding out that it is not working after import in the QA environment, I opened RW 2016 in XRM Toolbox(QA environment does not have RW 2016. Has 2013) and opened that solution; the changes to the assign button is reflected there(the new enable rule was added) showing that import was successful.. Published the solution in XRM toolbox as well. Still doesn't work!

  • Verified answer
    Chadi Tannous Profile Picture
    Chadi Tannous 1,037 on at
    RE: Elements of an entity to be included when deploying ribbon button customizations to a another environment

    You need to add any additional webresource and the entity.

  • Verified answer
    Cyclefitness Profile Picture
    Cyclefitness on at
    RE: Elements of an entity to be included when deploying ribbon button customizations to a another environment

    You just include the entity without any components.  And then you have to choose Client Extensions > Application Ribbons.  

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