Ribbon Walkthroughs

[Applies to: Microsoft Dynamics CRM 2011]

Customizing the ribbon requires that you successfully apply several concepts to achieve expected results. The walkthroughs in this section begin with a specific goal and explain how that goal can be achieved.

To successfully complete these walkthroughs you should have a basic understanding of the concepts introduced in this area of the SDK. Each walkthrough contain the following high level steps:

  1. Prerequisites: This section describes the specific requirements and resources you need.

  2. Export: Create and export a solution containing just the solution components you need. For more information about creating and exporting a solution see the application Help and Export the Ribbon.

  3. Identify the IDs for existing items: Examine default ribbon definitions. The walkthrough provides the XML you need, but it is important that you understand the relationships to existing data in the default ribbon definitions.

  4. Create the script Web resource: Walkthroughs that add controls to the ribbon require a JScript Web resource to perform an action. For more information about creating JScript Web resources, see the application Help and JScript Libraries for Microsoft Dynamics CRM.

  5. Edit the customizations.xml file: This section leads you through a series of cumulative steps editing nodes within the <RibbonDiffXml> (RibbonDiffXml) element. The final step shows you the entire modified RibbonDiffXml element in the customizations.xml file.

  6. Import and publish the solution: Compress the modified solution files and import those files to update your solution. For more information about compressing and importing a solution, see the application Help and Import the Ribbon.

  7. Test and verify that the requirements are met: In this step you confirm that the requirements specified in the prerequisites section are met.

In This Section

Walkthrough: Add a Custom Button to an Existing Group for a Specific Entity

Walkthrough: Add a Custom Group to an Existing Tab for a Specific Entity

Walkthrough: Add a Custom Tab to a Specific Entity

Walkthrough: Add a Custom Button to an Existing Group for all Entities

Walkthrough: Hide Ribbon Elements


Ribbon XML Reference

Customize the Ribbon

Ribbons Available in Microsoft Dynamics CRM

Export, Prepare to Edit, and Import the Ribbon

Use Localized Labels with Ribbons

Define Ribbon Commands

Define Ribbon Enable Rules

Define Ribbon Display Rules

Define Ribbon Actions

Pass Microsoft Dynamics CRM Data from a Page as a Parameter to Ribbon Actions

Define Custom Actions to Modify the Ribbon

Define Scaling for Ribbon Elements

Define Ribbon Tab Display Rules

Pass Parameters to a URL By Using the Ribbon

Microsoft Dynamics CRM 2011
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