Command bar or ribbon presentation

 

Applies To: Dynamics CRM 2013

Data defining commands in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online can be presented in several different ways depending on the client and differences in how some entities are treated. You need to take these factors into consideration as you change ribbon commands or define new ones.

In This Topic

Different presentations of commands

Command data

Filtering commands based on presentation and client

Different presentations of commands

There are three different ways that command data can be displayed.

Updated user experience

This is the presentation of the command bar throughout the application and for forms for entities that have the updated user experience.

In this experience, only the first seven commands are displayed and any remaining commands are available in a flyout menu.

Enable rules will hide commands that should not be used.

Subgrids have a limited number of controls. Only controls to allow adding records, deleting records, or opening a view of the grid are available. But these commands are still defined by ribbon data and can be customized.

To perform more actions on the list of records displayed in a subgrid, you must choose the option to open a view of the grid.

For more information about the behavior of subgrid controls and how they can be customized, see Subgrid ribbons.

Classic user experience

This is the presentation using the ribbon. It is used for lists within the Outlook client and for the forms of entities that do not use the updated user experience.

In this experience tabs are available and groups can define scaling so that all available commands in a tab are shown as the width of the screen changes.

Enable rules can disable commands that should not be used so that they are still visible.

Subgrid commands are shown in a List Tools contextual tab at the top of the page when the subgrid is selected.

CRM for tablets

Microsoft Dynamics CRM for tablets presents commands in a manner optimized for touch experiences. Commands appear in the command bar at the bottom right of the screen in order from right to left.

Note

Icons configured for commands will not display and labels that are too long will be truncated.

Subgrid commands are displayed when people tap and press the subgrid control. These commands are shown on the bottom left of the screen in order from left to right.

Command data

Despite these very different presentations, the data that defines the commands for entities is consistent regardless of how the commands are presented. It contains definitions for tabs and groups with scaling, but the visible parts of these containers for controls are only displayed in the classic user interface.

In both the updated user experience and CRM for tablets, tabs and groups still act as containers for controls, but there is no visual indication of these containers and scaling is not applied.

Filtering commands based on presentation and client

Important

Including some kind of rule to filter the display of your commands is necessary unless you want the command to be available for all clients and presentations.

With this release there is a new element that can be used in display and enable rules to adapt the commands you display with the presentation.

<CommandClientTypeRule> (RibbonDiffXml) contains a Type attribute that will be evaluated based on the presentation. The following valid options correspond to the presentation:

• Refresh: Updated user experience

• Legacy: Classic user experience

• Modern: CRM for tablets

Use this element as you define commands to control whether they display in the different presentations.

There is also a pre-existing <CrmClientTypeRule> (RibbonDiffXml) element, but the Type attribute for element can only differentiate between Web and Outlook clients. This rule will evaluate the CRM for tablets client as the web client.

See Also

Customize commands and the ribbon
Ribbons available in Microsoft Dynamics CRM 2013
Export ribbon definitions
Developers guide to customization for Microsoft Dynamics CRM 2013