Customize commands and the ribbon

Article
06/29/2017

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online has an updated user experience and one of the major changes is in the way that commands are presented. In most places in the web application you will see a command bar instead of a ribbon. CRM for tablets also uses data defined as ribbons to control what commands are available using a command bar that is optimized for touch.

The command bar provides a new way of displaying commands and provides better performance.

The ribbon is still displayed in the web application for certain entity forms and it is still used for list views in Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

Both the command bar and the ribbon use the same underlying XML data to define what commands to display, when the commands are enabled, and what the commands do.

The topics in this section introduce you to key concepts that you must understand, and common tasks you perform when you customize the command bar or the ribbon.

Note

Because the underlying XML schema was designed to display commands as ribbons, the term ribbon will continue to be used in the documentation.

The SDK describes the process of editing the ribbon by editing the customization.xml file directly. Several people have created ribbon editors that provide a user interface to make editing the ribbon easier. Currently the following projects are available on CodePlex and other locations:

To obtain support or help to use these programs, contact the program publisher.