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Creating a custom button for Dynamics 365

Posted on by Microsoft Employee

My requirement is to create a custom button which would be part of a dyanmic 365 package. Then it will be up to the user to add that button or not.On the click of that button some javascript function will be called.Is this someting which I can create in Microsoft Powerapps? Can someone please guide me in which direction should I proceed.

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  • HemantGaur Profile Picture
    HemantGaur 15 on at
    RE: Creating a custom button for Dynamics 365

    Check out PowerApps component framework at https://aka.ms/PCFBlog and also PowerApps PCF forum at https://aka.ms/PCFForum for community samples.

    PCF controls are not entity specific and can be added to forms of that helps with your scenario.

    Hemant 

  • T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Creating a custom button for Dynamics 365

    I jut need a button , on the click of which a Javascript function will be called.A user with the appropriate permission should be able to put it anywhere on the command bar on any entity.

    Every entity will need to have the button recreated because a buttons are entity specific not system wide. just recreate the button on each entity ribbon and add your javascript etc

    That button along with the associated javascript command should be available beforehand and user should only have to put it on the appropriate place.

    this is not possible unfortunately.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a custom button for Dynamics 365

    @T.I.A I jut need a button , on the click of which a Javascript function will be called.A user with the appropriate permission should be able to put it anywhere on the command bar on any entity.

    That button along with the associated javascript command should be available beforehand and user should only have to put it on the appropriate place.Can you please guide about the steps to achieve

    the desired behavior or anything close to that.

  • T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Creating a custom button for Dynamics 365

    The forms you can put that on are forms of the same entity and the user can't decide, only an admin or someone with the right permission can.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a custom button for Dynamics 365

    @T.I.A If buttons can only reside on ribbon,  I have no issue with that. I need to allow the user to place button on any form of his choice.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a custom button for Dynamics 365

    .

  • T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Creating a custom button for Dynamics 365

    In Dynamics buttons typically live in the ribbon.  if you wanted the button on the form you could use html in web resource.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a custom button for Dynamics 365

    Thanks everyone for the suggestions.I am working on something which has already been implemented in Salesforce and I am very new to Microsoft Dynamnics. . In salesforce  we have provided an action with type button in Mobile & Lightning Actions and administrators can place it at their desired location while editing page layouts.Salesforce_5F00_Page_5F00_Layout.png

  • Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Creating a custom button for Dynamics 365

    Hi

    Just wanted to add this bit to what's already been suggested.

    I would recommend you use the Enable Rule instead of Display Rule.  In my experience, the Command Bar seems to ignore what the display Rule says and only displays the button if it's enabled.  The primary reason is obviously saving real-estate in the command bar area. Display rule works on old Ribbons but ignored in the new Command Bars.

    If you are interested in reading about the difference between Ribbon Bar and Command Bar, though the article is a bit old one but still useful to read

    community.dynamics.com/.../4-things-you-need-to-know-about-the-command-bar

  • Suggested answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: Creating a custom button for Dynamics 365

    The ribbon button position is static by design. Users wont be able to place it where they want. Only the designer can specify where it will live on the ribbon. The position fortunately doesn't have to be permanent. 

    rib.PNG

    Like an example here is that you could put your button in between Export To Excel and Import Data. The user couldn't say "hey, actually I like it between Email A Link and Run Report and then move it themselves. 

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