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Ribbon Customization-move ribbon icon to workspace area? RRS feed

  • Question

  • I followed the Dynamics 2011 hands-on lab 'user experience extensibility' , and now I have a new group/icon that displays in 'Settings' Ribbon. When clicked, it opens a URL .

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    I have a custom entity called 'release' which displays in Workspace Area. How do I   move the ribbon icon to  "WorkPlace' area?

    Also,The icon should only be enabled/visible when the user clicks on the release enties on the left pane <--I assume  this accomplished using  a display or enable rule.

    Thanks, Peter




    • Edited by peter clift Wednesday, January 2, 2013 11:14 PM
    Wednesday, January 2, 2013 10:46 PM

Answers

  • Here Peter,

    First of all the tool I was talking about is using crm solution and webservices.

    Anyway, the example you are using is using BasicHomeTab. If you want to change it to workplace or any other area then you have to use the 

    "Mscrm.HomepageGrid.incident.MainTab" location. "incident" represents the case entity homegrid. You can change that to your custom entity.

    There are a lot of other variables like sequence etc.

    If you want to do it manually. It will a bit trial and error thing. I still believe you should download the tool.

    Delete your group by choosing application ribbon. Then select your custom entity from the drop down and choose homegrid. Add the grid and buttons again. It may be 15 minutes jobs.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Marked as answer by peter clift Thursday, January 3, 2013 4:58 PM
    Thursday, January 3, 2013 10:59 AM

All replies

  • I don't know much to about hands on lab. Just download the visuual ribbon editor from  http://crmvisualribbonedit.codeplex.com/.

    It is very easily to play with the button using this tool. run the tool and select the release entty and add a new button. If the button is sitting on the entity ribbon then you don't have to worry about enabling/disabling the button

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com


    • Proposed as answer by Amreek Singh Wednesday, January 2, 2013 11:13 PM
    • Edited by Amreek Singh Wednesday, January 2, 2013 11:15 PM
    Wednesday, January 2, 2013 11:13 PM
  • Amreek, I'd prefer to follow the Hands on Lab or Sdk.

    Do you have a suggestion on how to move the   ribbon icon to  "WorkPlace' area?

    Thanks,Peter

     

    Wednesday, January 2, 2013 11:20 PM
  • Hi Peter,

    You can achieve this

    using PragmaSys toolkit or Sitemap editor

    Thursday, January 3, 2013 4:17 AM
  • Here Peter,

    First of all the tool I was talking about is using crm solution and webservices.

    Anyway, the example you are using is using BasicHomeTab. If you want to change it to workplace or any other area then you have to use the 

    "Mscrm.HomepageGrid.incident.MainTab" location. "incident" represents the case entity homegrid. You can change that to your custom entity.

    There are a lot of other variables like sequence etc.

    If you want to do it manually. It will a bit trial and error thing. I still believe you should download the tool.

    Delete your group by choosing application ribbon. Then select your custom entity from the drop down and choose homegrid. Add the grid and buttons again. It may be 15 minutes jobs.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior Solution Architect HP Australia Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Marked as answer by peter clift Thursday, January 3, 2013 4:58 PM
    Thursday, January 3, 2013 10:59 AM