The present roadmap for Dynamics CRM has the next version (Dynamics CRM 2013 possibly) sporting the new 'modern' UI throughout. An automatic upgrade path from Dynamics CRM 2011 forms customisations and ribbons will be provided - and it's likely to use a similar RibbonXml like schema under the hood. ... [More]
This post shows you how to set up a CRM2011 Dashboard 'auto-refresh' feature using the Ribbon Workbench in 10 easy steps (well…11 if you count clicking publish at the end!).
We will add an auto refresh function to the 'EnableRule' of the Dashboard refresh button that schedules a refresh usin... [More]
As I've mentioned before, users are always asking about making solutions 'less-clicky' - a common request is to provide a button to run a frequently used dialog rather than having to search for it each time in the lookup window.
The following solution shows you how to do this quickly using ... [More]
Users are always asking about making solutions 'less-clicky' - a common request is to provide a button to run a frequently used workflow rather than having to use the look up dialog.
The following solution shows you how to do this without writing a single line of code!
Recently, I had to trouble shoot an issue where the Ribbon was not being displayed for a particular entity. When navigating away from the form, the following error was given by CRM 2011:
If you've ever tried to move a ribbon button from one tab to another, you'll know it involves some hefty Ribbon Xml gymnastics.
The Ribbon Workbench makes this customisation really simple:
Occasionally the built-in names for Ribbon tabs need to be changed. Using the Ribbon Workbench for CRM2011 makes this very easy.
1. Create a solution with the entity you want to change.
2. Open the Ribbon Workbench for CRM2011 and select your solution.
3. Find the tab you want to change. If you w... [More]
There are some marked differences in the way that the Ribbon is handled between Outlook and the Web Client of Dynamics CRM.
Mandatory DisplayRule and EnableRule
In the Web Client you can create buttons that refer to a command with just an action. If you want to make the button appear in Outlook, y... [More]
If you want to add a custom group or tab to a CRM2011 ribbon, you're going to need to understand the scaling mechanism. Following the SDK tutorials and other sources around the internet will give you a basic template, but it only starts to become clear when you see it in action. The Ribbon Workbench... [More]
The Ribbon Workbench for CRM 2011 makes it very easy to add menu items and sections, but occasionally you may need to dynamically change the menu items depending on run-time variables such as the selected record or security roles.
The following video shows adding a Flyout Anc... [More]