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How to add button on form in crm 2013 RRS feed

  • Question

  • Hi,

    I want to add custom button on form in crm 2013 which change the status field. Please tell me all steps how to do that?

    Monday, April 21, 2014 9:57 AM

Answers

  • check this you get idea

    http://www.develop1.net/public/category/Ribbon-Workbench.aspx

    http://crmbuzz.blogspot.in/2013/10/microsoft-dynamics-crm-2013-adding.html


    ms crm

    Monday, April 21, 2014 1:58 PM
  • Hi,

    You can add/delete button on MSCRM 2013 using the below tool which has steps also. Please follow the link

    http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx

    Tuesday, April 22, 2014 6:36 AM
  • Hi,

    Please check below post if you want to do it manually

    http://mahenderpal.wordpress.com/2011/08/08/step-by-step-extending-ms-crm-2011-ribbon-part-1/

    http://mahenderpal.wordpress.com/2011/08/13/step-by-step-extending-ms-crm-2011-ribbon-part-2/

    http://mahenderpal.wordpress.com/2012/05/22/adding-attach-file-button-on-custom-activity-type-entity/

    http://mahenderpal.wordpress.com/2011/10/13/adding-convert-email-to-task-in-email-ribbon-ms-crm-2011/


    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Tuesday, April 22, 2014 6:46 AM
    Moderator

All replies

  • The easier way to do this is using  Silverlight.

    You can always try the HTML WebResource and use HTML + JavaScript.

    Good Luck :)

    Monday, April 21, 2014 10:14 AM
  • Please give me example and tell me step by step
    Monday, April 21, 2014 10:27 AM
  • I want to add custom button in crm 2013

    here is an image what i wan. In this image I want to add custom button on entity form in crm 2013. 

    Monday, April 21, 2014 10:35 AM
  • Oh, you want to add a button to the ribbon.

    Check this tool (Ribbon Workbench. This is a solution that you can import to your CRM organization.

    With this tool you can create and customize new buttons on your Entity Forms. 

    Do you already have the custom JavaScript code to change the status field?

    Monday, April 21, 2014 10:43 AM
  • I don't have custom script to change status field.
    Monday, April 21, 2014 10:47 AM
  • Work on that first. When you do have it.

    Import the Ribbon workbench solution to your Organization, then open it and select wich Solution you want to edit. (From experience I create a solution for all the ribbon customizations).

    Click on create button. And select the location.

    -Give your button a name and a image.

    - Assign a command (your custom javascript code)

    - Publish the solution.

    This should do the trick, If you have any doubts on how the Ribbon Workbench works just ask. (It is pretty straight forward tho. 

    good luck :)

    Monday, April 21, 2014 11:26 AM
  • I want to add button by editing xml file. I dont want to use any XML editing tool.

    I got an error when I import the solution "The element 'RuleDefinitions' has invalid child element 'Actions'. List of possible elements expected: 'EnableRules'."

    here is my custom xml. But there is some error in <Action></Action> Please tell me what is the correct place of <Action> </Action> tag

    <RibbonDiffXml>
            <CustomActions>
              <CustomAction Id="new.new_testentity.Button1.Button.CustomAction" Location="Mscrm.Form.new_testentity.MainTab.Save.Controls._children" Sequence="80">
                <CommandUIDefinition>
                  <Button Id="new.new_testentity.Button1.Button" LabelText="$LocLabels:new.new_testentity.Button1.Button.LabelText" Sequence="80" TemplateAlias="o2" />
                </CommandUIDefinition>
              </CustomAction>
            </CustomActions>
            <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
            </Templates>
            <CommandDefinitions />
            <RuleDefinitions>
              <TabDisplayRules />
              <DisplayRules />
     <Actions>
              <JavaScriptFunction
              Library="$webresource:new_HelloWorld"
              FunctionName="HelloWorld">
              </JavaScriptFunction>
            </Actions>
              <EnableRules />
            </RuleDefinitions>
           
            <LocLabels>
              <LocLabel Id="new.new_testentity.Button1.Button.LabelText">
                <Titles>
                  <Title description="Hello" languagecode="1033" />
                </Titles>
              </LocLabel>
            </LocLabels>
          </RibbonDiffXml>

    Monday, April 21, 2014 12:18 PM
  • check this you get idea

    http://www.develop1.net/public/category/Ribbon-Workbench.aspx

    http://crmbuzz.blogspot.in/2013/10/microsoft-dynamics-crm-2013-adding.html


    ms crm

    Monday, April 21, 2014 1:58 PM
  • Hi,

    You can add/delete button on MSCRM 2013 using the below tool which has steps also. Please follow the link

    http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx

    Tuesday, April 22, 2014 6:36 AM
  • Hi,

    Please check below post if you want to do it manually

    http://mahenderpal.wordpress.com/2011/08/08/step-by-step-extending-ms-crm-2011-ribbon-part-1/

    http://mahenderpal.wordpress.com/2011/08/13/step-by-step-extending-ms-crm-2011-ribbon-part-2/

    http://mahenderpal.wordpress.com/2012/05/22/adding-attach-file-button-on-custom-activity-type-entity/

    http://mahenderpal.wordpress.com/2011/10/13/adding-convert-email-to-task-in-email-ribbon-ms-crm-2011/


    Our Website | Our Blog | Follow US | My Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Tuesday, April 22, 2014 6:46 AM
    Moderator