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Customer experience | Sales, Customer Insights,...
Answered

Add a button to command bar for Dialog?

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Posted on by

Hi,

I’m trying to add a buttonto the command bar to fire a dialog using ribbon workbench (xrm toolbox). Is there a simple way to accomplish this?

thanks much!

  • Verified answer
    Nick.Doelman Profile Picture
    1,947 Most Valuable Professional on at

    If you are using Dynamics 365 Online, note that dialogs have been deprecated and are not accessible from the Unified Interface.  There are a couple of prescribed ways to get dialog functionality using new features such as canvas apps and business process flows:

    https://docs.microsoft.com/power-automate/replace-dialogs/?WT.mc_id=BA-MVP-5002572

    If you are on-prem and still using the classic web interface, the following should give you the step by step instructions:

    https://ribbonworkbench.uservoice.com/knowledgebase/articles/140652-create-a-dialog-short-cut-ribbon-button

    Here is a great article on using Canvas apps as dialogs;

    http://develop1.net/public/post/2020/09/30/new-smart-button-custom-dialogs-in-model-driven-apps-using-canvas-apps

    Hope this helps!

  • Community Member Profile Picture
    on at

    Amazing – thank you very much. Extremely helpful. I appreciate it.

    The third option is the one I used. I’ll be learning about canvas and flow as well. Thanks again!

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