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How to make a Global button on ribbons in CRM 2011 RRS feed

  • Question

  • I am using Ribbon Workbench to create custom buttons in dynamics crm online. I want to create a couple of custom buttons which will be displayed on each and every page of CRM. How I can achieve this task ?
    Monday, October 7, 2013 1:37 PM

Answers

All replies

  • Hi,

    Well, you will need to add multiple buttons to achieve this.

    Add a button to the 'Home' and '{!EntityPluralDisplayName}' and '{!EntityDisplayName}' (on the form ribbon) of the Application Ribbon.

    hth,

    Scott


    Scott Durow
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    Monday, October 7, 2013 6:17 PM
    Answerer
  • Hi Absaar,

    Could you please let me know the requirement. Do you want some generic buttons like Save?

    Regards,

    Rameshwari

    Tuesday, October 8, 2013 6:14 AM
  • I am required to add a login & logout button on all the ribbons of all entities/dashboards. All the buttons will be doing same thing.
    Tuesday, October 8, 2013 7:04 AM
  • Hi, I think adding button in Application Ribbon will achieve what you want. Please refer below link. http://garethtuckercrm.com/2011/01/19/how-to-view-ribbon-definitions-in-crm-2011-2/ HTH! Thanks!
    Tuesday, October 8, 2013 8:58 AM
  • Yes, that's right.

    As I mentioned, you'll need to add a button to the 'Home' and '{!EntityPluralDisplayName}' and '{!EntityDisplayName}' (on the form ribbon) of the Application Ribbon.

    You can read more about how the Application Ribbon is merged with the entity ribbons here - http://ribbonworkbench.uservoice.com/knowledgebase/articles/102800-3-the-anatomy-of-ribbon-customisation

    I am curious though, a Login and Logon button doesn't really make sense unless you have a custom application that you are login in/out of - The standard Dynamics CRM authentication handles login/logout of CRM users.

    hth,

    Scott


    Scott Durow
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    Tuesday, October 8, 2013 9:02 AM
    Answerer
  • Thanx all, Scott I have an external application connected behind the custom buttons.
    Tuesday, October 8, 2013 10:19 AM
  • I have put the buttons in the 'Home' and '{!EntityPluralDisplayName} tabs, I can see them in workbench, I also have defined display rules for the buttons. Now the problem is that I am unable to see the buttons on the CRM, I have published the solution multiple times but still no sign of buttons'
    Tuesday, October 8, 2013 10:32 AM
  • Hi,

    Ah that explains it - external application login/logout :)

    Where are you looking for your buttons - they should be on the Sub-grid views and the dashboard home page.

    Post your ribbon xml and I'll take a look!

    Scott


    Scott Durow
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    Rockstar365
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Tuesday, October 8, 2013 10:48 AM
    Answerer
  • For now I am trying to put buttons on forms and home pages. I have successfully put buttons on entity record forms but on the Homepages I am still unable to put the buttons.
    Tuesday, October 8, 2013 12:57 PM