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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Why are my ribbon changes not visible?

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Posted on by 4

Hi, I hope someone can point out that I am doing something wrong in the process of ribbon changes.

  1. I do the changes what a custom button does for example, in dev environment using Ribbon Workbench from XrmToolbox. I publish and everything is fine in dev.
  2. I create a solution, add the table(entity) without metadata and without any other components. I transfer the solution to test environment. I am not able to see the changes in test.
  3. I clear the cache, try from another browser, publish table once again, nope, changes are not taking effect.
  4. I open the solution from test environment using XrmToolbox and Ribbon Workbench. I see that my changes are there. I publish from the tool and then finally I can see my changes.

I hope there is something obvious I am missing.

Thanks in advance.

I have the same question (0)
  • Suggested answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi,

    next time, add the table with metadata to your solution. I think that's the issue. Don't hesitate to come back with a feedback after your try. Thank you!

  • Žarko Radevic Profile Picture
    4 on at

    Could you please provide more information about why this is required? I see ribbon definition in customization file and as I mentioned, I see that my changes are in the target environment. Transferring with metadata is a bit problematic, first thing that I maybe want to have audit logging disabled in dev. It just doesn't make sense, or can you point to documentation where ribbon definition is said to be entity metadata? I think that ribbon is more part of entity definition, not metadata.

  • Verified answer
    meelamri Profile Picture
    13,216 User Group Leader on at

    Hi Zarko,

    You are right not to follow my first suggestion.

    I replayed the same scenario on my environments. No need to add the entity metadata. The ribbon customizations are part of the entity definition.

    It is not normal that the customizations of the ribbon are not visible after importing the solution. Maybe it was enough to regenerate the metadata of the ribbon.  This is possible by appending the option &ribbondebug=true to your url. Example: yourorgname.crm.dynamics.com/main.aspx

    Docs: docs.microsoft.com/.../regenerate-ribbon-metadata

  • Žarko Radevic Profile Picture
    4 on at

    That one is definitely worth trying, thanks! I will comment on the post as soon as I try it out.

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Are you using Managed solution to deploy to your target instance, if yes then can you please overwrite customization otpion while importing the solution to see if it resolve your issue.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Žarko Radevic Profile Picture
    4 on at

    Thanks for help Mehdi. After I regenerate ribbon metadata and clear the cache in browser, it does work. But it is still very strange to me that I have to do this. You can see history of metadata regeneration jobs in solution history (as described in docs you refer to) and this is not run so often by the system, the operation says it can take 15 minutes, so it is very strange to me that I have to do this to see my ribbon changes.

  • Manideep Malyala Profile Picture
    5 on at

    Hi,

    I have tried the steps mentioned but cannot see the ribbon buttons, can you please help me here

    Thank you

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at

    Hi,

    Try to debug your ribbon button to see which display/enable rule causing your button to not be visible

    d365demystified.com/.../

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