How can I customize the top nav of model driven app.
I need to customize the top nav and add a link or button.
That's the command bar (previously known as the ribbon bar).
There is a decent bit of documentation at Customize commands and the ribbon.
You effectively need to download the Dynamics solution and edit the XML of the solution.
Both the command bar and the ribbon use the same underlying XML data
to define what commands to display, when the commands are enabled, and
what the commands do.
However, there are community tools that make this process significantly easier - Ribbon Workbench.
Related
I am creating one custom application that is going to be available in the MS Teams. I have a requirement to capture data from the users in the About tab.
SO, Is it possible to customize the About Tab in Microsoft Teams for a custom application?
I will need to put the input box and form controls in that About tab.
You definitely can't customize the -capabilities- of the About box - at best you could put in a link directing users where to go to complete the form that you've hosted elsewhere. Note that the About box does support markdown, so it might even be possible to embed the link as an actual hyperlink, but I've not tried that.
As an alternative, perhaps you could offer the needed functionality into the app itself. E.g. if you have a tab, put something in the footer for example.
You cannot customize the About Tab for custom application, This is by design. You can customize the App detail page as documented here.
I am new with Dynamics 365 and are not sure of how I can achieve this.
I am looking into having some buttons in a view.
Maybe a view isn't the best way of doing it, but what I want to do is to have a list of records connected to the logged in user (similar to a view)
But on each row/record I want to have multiple buttons. These buttons can be like 'Complete' (Changes status on task and updates the view) , 'Send email'(Starts a workflow) and so on.
What are some of the ways of doing this? Either with Javascript/C#/plugin or something else.
You cannot add buttons in views/subgrids directly.
That’s when we add ribbon/command bar buttons using Ribbon workbench usually.
Create a Workflow Short Cut Ribbon Button (No Code Solution!)
Update:
There is a PowerApps Components Framework (PCF - preview) coming out soon, then we can build custom grid control with the layout/buttons we want.
This can be achieved with RibbonWorkbench. My answer does not differ much with #arun vinoth answer but just added few explanation lines.
https://ribbonworkbench.uservoice.com/knowledgebase/articles/132235-create-a-workflow-short-cut-ribbon-button-no-code
If you look at view below where I have selected number of contact and then I have a Button at top "Nominieren" which is shown and clicking on it will perform whatever action is needed.
There will be java-script on click of button, from Java script you could call Action or workflow or perform operation in Java script itself.
Link for Adding new Button : https://community.dynamics.com/crm/b/crmtipsfromadeveloper/archive/2017/07/26/know-how-add-a-ribbon-button-using-ribbon-workbench
Now when you look at image below I have no contact selected and it does not show button on Ribbon.
It might be possible. I haven't tried this but you can write JavaScript for a view column now (since CRM 2016).
If you go to a view you can double click on a view column to view its properties. There are two properties you might be interested in:
Web Resource
Function
Here's a link to an MS page that explains how to use these options to add an icon. It might be possible to create a clickable button which uses CRM's WebApi to perform some actions: Docs # Microsoft
I am trying to build a new add-in command (button) to add to the Home tab in the Outlook ribbon. This is easy enough to do, but my organization also wants to target the button based on properties in one's Active Directory profile (specifically department). Is this possible? Thank you so much!
This is pretty straightforward with desktop office add-ins (like VSTO). All you need to do is basically to get information about the currently logged in user organizational unit from the active directory, and then show/hide/modify buttons depending on this information.
From the tags on your question, it looks like this is NOT what you are looking for (please correct me if I am wrong)? The fact that you added "office365", probably means that you are interested in javascript (cloud/browser/store) solution?
For javascript-based add-ins, the part where you get the user department from its profile was impossible until recently. Now you may check out the Single-Sign-On API (added last year). It provides you information from user's Azure active directory profile, meaning that your organization is supposed to be part of it.
Another difficulty could be, dynamic display of the related buttons (showing/hiding/enabling/disabling) (I may be wrong, but it looks like it is still not supported for javascript). You can try to create a workaround for that by building a custom task pane instead (you can do whatever you want on your task pane)
--- update ---
In case of .NET VSTO add-in, you can get user groups using:
UserPrincipal.Current.GetAuthorizationGroups()
Then you can control which buttons/controls to show/hide by providing callback function(s) in your code and in your ribbon interface definition file (you need to define Ribbon using XML, not with UI designer). There are callbacks available like getVisible, getLabel, etc.
I want to remove the ribbon that automatically creates when a new SubArea is created with XrmToolBox's SiteMap Editor.
See screendump
here.
Do anyone know how to do this?
I solved the problem by using the Application Ribbon. There is some icons that you can hide/unhide at the top of the screen. I think those buttons you automatically get when you create a new SubArea is only shown in the application ribbon, and not in the entities.
Atleast they dissapeared in my solution, by just hiding those buttons in the "home" workspace inside the application ribbon.
There is also some code you can try, but i dont know where :)
Code:
Mscrm.BasicHomeTab.New.NewActivity.Hide
I think its the same code for all buttons, just different names of course.The code above is for the NewActivity button.
I believe that's out-of-box behavior and you can't do anything with it. One thing you can try - open a feature request at Connect portal.
I'm trying to get to grips with customising a Ribbon Bar for a converted A2003 app. I'm trying to work out how to use my own custom images on button controls in the ribbon. Can anyone point me to an example for Access 2007 that can do this pls?
Please check this MSDN article (Adding Custom Dynamic Menus to the Office Fluent User Interface) and see if it helps you. Furthermore I would point you to the specifying image resource MSDN article, because you need different sized images for different sized buttons - read the bottom of my post to make it easier on you.
I believe there was also custom images within the official MS example on ribbon extensibility with Access 2007 - I hope this example is sufficient, it helped me a great lot.
My personal favorite is just using a graphical UI editor, such as the "Custom UI Editor Tool". With it you just click a button to insert an image and it works (as explained in this tutorial). Even better as the Custom UI Editor is the IDBE Ribbon Creatror - my personal tool of choice. A shareware version is available from the website.
I have a working example class object you can use that makes this a good deal less code.
http://www.members.shaw.ca/albertKallal/Ribbon/ribbon.htm
The above lets you use a very much like previous style code approach. So, to set a picture for a ribbon, you can go:
meRib("Button1").Picture = "HappyFace.png"
The same download has a working form in which some images in the ribbon change from choices made on the form.