Add Mail Merge Button in Ribbon in Command Bar Homepage MS CRM 2015 Online

(0) Share

Report

Posted on by Community Member

Hello All,

I need to add mail merge button in ribbon in Home page for contact Entity.I added through Ribbon Workbench.But it is not working.

It is working in Form Page

can you help on this.

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

PS 23,577 on at

Like (0)

Report

You can export the customization.xml and make changes there, it will work

Was this reply helpful? Yes No
Suggested answer

ScottDurow 21 on at

Like (1)

Report

You need to use 'Customise Command' on the existing Ribbon Mail merge button and remove the 'HideOnCommandBar' display rule from the Mscrm.MailMergeSelected Command - see my 'how-to' develop1.net/.../How-to-restore-a-hidden-button-on-the-CRM-2013-Command-Bar.aspx

If you did want to do it using just xml - here it is!

<?xml version="1.0" encoding="utf-16"?>

<RibbonDiffXml xmlns:xsi="www.w3.org/.../XMLSchema-instance" xmlns:xsd="www.w3.org/.../XMLSchema">

<CustomActions />

<Templates>

<RibbonTemplates Id="Mscrm.Templates" />

</Templates>

<CommandDefinitions>

<CommandDefinition Id="Mscrm.MailMergeSelected">

<EnableRules>

<EnableRule Id="Mscrm.SelectionCountAtLeastOne" />

<EnableRule Id="Mscrm.VisualizationPaneNotMaximized" />

<EnableRule Id="Mscrm.IsNotIos" />

</EnableRules>

<DisplayRules>

<DisplayRule Id="Mscrm.MailMergeSelected" />

</DisplayRules>

<Actions>

<JavaScriptFunction FunctionName="Mscrm.GridRibbonActions.webMailMerge" Library="/_static/_common/scripts/RibbonActions.js">

<CrmParameter Value="SelectedControl" />

<CrmParameter Value="SelectedControlSelectedItemIds" />

<CrmParameter Value="SelectedEntityTypeCode" />

<CrmParameter Value="SelectedControlAllItemCount" />

</JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules />

<DisplayRules />

<EnableRules />

</RuleDefinitions>

<LocLabels />

</RibbonDiffXml>

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Hi scott,

Thanks for your response.

I tried like this we can able to see the button on home page.but nothing is happening when i click the button.

I have done exactly what u suggested

Was this reply helpful? Yes No
Matthew Martin 55 on at

Like (0)

Report

The reply seems to be for a grid. (I would use ribbon workbench, but it does not work anymore and throws an unspecified error on opening.) What's the XML for the Contact form?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Try XRM Toolbox. It's free and has an easy to use Site Editor tool for customising the ribbon.

Was this reply helpful? Yes No
Matthew Martin 55 on at

Like (0)

Report

XRM Toolbox has some interesting tools, but I cannot see anything that allows me to add back the mail merge button (I could has missed it.)

Thanks anyway.

Was this reply helpful? Yes No
ScottDurow 21 on at

Like (0)

Report

If you are getting an error when opening the Ribbon Workbench - try opening it via the solution window rather than clicking on the button. There seems to be an issue with CRM2015 where the ServerUrl is not returned correctly for popup webresources.

Hope this helps,

Scott

Was this reply helpful? Yes No
Matthew Martin 55 on at

Like (0)

Report

Thanks for that. I can get the ribbon workbench working from the solution.

Cheers!

Was this reply helpful? Yes No