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Customer experience | Sales, Customer Insights,...
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Add a button to command bar for Dialog?

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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!

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  • Verified answer
    Nick.Doelman Profile Picture
    1,947 Most Valuable Professional on at
    RE: Add a button to command bar for Dialog?

    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
    RE: Add a button to command bar for Dialog?

    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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