QualifyLead PlugIn

Supposing you needed some custom logic to happen immediately after a lead was qualified. You can achieve this by registering a Plug-in on the QualifyLead Post Operation stage. From within this Plug-in you can easily get a reference to the newly created Account, Contact and Opportunity and make any c... [More]

Rename a standard CRM2011 Tab

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]

Make sure ribbon buttons appear in Outlook

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]

Ribbon Scaling De-mystified

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]

Add Dynamic Menu to Ribbon Button

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]

Add button to Sub Grid - but only when on a specific parent entity

The Ribbon Workbench for CRM 2011 makes it easy to add a ribbon button to SubGrid ribbons. Your new custom button will be always shown when you have selected a subgrid on a related (1:N) entity parent entity form. Of course entities can have more than one relationship and so the same SubGr... [More]

Re-arrange standard Ribbon Buttons by customising Ribbon Group

Ribbon Groups are sets of Ribbon controls that change their layout to fit the available window width. Buttons will change size and position as defined by the template and scale settings. If you need to move buttons around within a stanard group so that the buttons used most often are always visible,... [More]

iPad killed the Silverlight star?

After the initial Statement of Direction in May and then the interview with Brad Wilson the then general manager of Dynamics CRM, there has been quite some excitement about cross-browser support for Dynamics CRM 2011. The timescale given was "the first half of 2012" being release with UR8. The thoug... [More]