Dynamics CRM Ribbon Customizations

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The Dynamics CRM ribbon is the navigation of each page.

For example, Accounts contain the ribbon:

Selecting an account changes the ribbon options (i.e. we see Activate, Merge etc):

Selecting an actual ribbon will show:

Notice the button OPEN HTML PAGE 1. This is a custom button that is added to the ribbon. This was done through Ribbon Workbench, which adds configuration information to the chosen solution to add buttons, commands etc.

We can see there are 3 new buttons in our Ribbon Workbench view of this solution:

If we export the solution that contains the code:

And view the customizations.xml file, we can see there is a section called RibbonDiffXML:

This contains the new ribbon configuration information that will sit on top of the standard ribbon.

We can see there is a CustomActions section that contains a definition for a button. This button has a Command attached to it and a label attached to it.

The Command is defined in the CommandDefinitions section and contains a link to the function and JavaScript library:

The label is defined in the LocLabels section:

Note there are no commands attached to the Home Button or Subgrid Button. Attaching a command will display the button:

 

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ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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