I want to Enable 'unhide' the 'New' button (System button) on Lead entity which was hidden due to some scenario.
I have tried some approaches to achieve this :
a) I have tried using 'Ribbon Workbench' to unhide but couldn't able to find the button itself.
b) Also Tried editing the Customizations.xml (for the solution with Lead entity and Application ribbon components) to remove the command and reimported.
c) Used 'VisualRibbonEditor' but same case as Ribbon Workbench.
d) Also i am able to repro the issue "Hide/Unhide 'New' button on Lead" on trial instance as well.
CRM Version Using:
Dynamics CRM 365 Version 1710 (9.1.0.1677) Online
Can you please help me fix this issue. Thanks for your time.
I tried working on your particular issue.
Screenshot 1 shows Leads with New Button Hidden. There is no New Button
Screenshot 2 Shows Ribbon Workbench where Hide rule for New button is removed (unhide)
Screenshot 3 shows CRM Lead Entity with New button after Hide rule is removed.
Related
I’ve created an add-in that consist of a ribbon and three tabs.
Background to build:
The ribbon is built using designer and not xml. The primary use of these is to allow quick opening of various email templates.
Tab0 adds a couple buttons to the built in TabMail
Tab1 is a new custom tab with various buttons that do various things.
Tab2 is a reduced version of Tab1 for use by users of our subsidiary company but pointing to alternatively branded templates.
In the coding, Tab1 and Tab2’s visibility is set based on user AD group membership on ribbon load event. This has been tested and works.
Tab0 always is merged with the built in Home tab shows as expected.
Developers and template admins like me should see all tabs. This also works using same methods.
Current issue:
Recently and I think after a certain office 365 update (but not 100% which), Tab1 no longer shows for anyone that should see it on load. However the tab has loaded somewhere. The reason I know this is because to fix this bug all I have to do is minimise the ribbon the re-maximise. Both additional tabs are instantly visible.
Please note, I do not have to disable and the re-enable the actual add-in.
I can also confirm that the Ribbon Type is set correctly (Microsoft.Outlook.Explorer) so please, no reply along those lines either.
I have trawled the web and cannot seem to find an explanation or fix for this behaviour. I'm hoping someone has seen this before and might point me in the right direction.
To replicate, I've seen it happen by just creating a new simple ribbon project and creating a new custom tab. Then create a second tab by copying the first, giving it a diff ID.
e.g.
Ribbon on App Launch/Load - Tab01 Missing
Ribbon on minimise - Tab01 Appears
Ribbon on maximised- Tab01 still visible
Still have no idea why this happens but i have found a work around for those that have experiences the same issue.
The issue seems to affect the first custom tab only. So if you add a new blank custom tab and set its visibility to false, this inherits this bug allowing the other to function properly.
Its a bit of a dirty fix but work well.
Would still be interested in an actual fix if anyone knows one though.
This happens because you had added control to your ribbon perhaps a property to the Control which you should not.
An example is when you add a Ribbon Gallery control to your Ribbon and change its "PositionType" property from Default to another value.
This results in the Ribbon not showing.
Or perhaps you should check the last code you added to your project
I am attempting to recreate the case-list from the default /support page in Dynamics 365 portals. However, the button to the far right, that enables me to open up and view details about the case is not appearing.
From intensive research and trying, I conclude that the button is created in the "Entity list" option in portals, in the buttom menu called "Grid configuration".
However, when I create it nothing happens. As if the changes are not making it to the front. If I make the same changes to the default /support page, the changes appear instantly. I have cleared the cache, and restarted the portal.
Am I forgetting some extra setting somewhere to enable these buttons, or what am I missing? Mind that everything else on the page works 1:1 like the /support page. The individual components also work if configured with the /support page.
Any pointers would be appreciated. Thank you.
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 not able to hide 'See All Records' button from UCI, the button is not available in Ribbon Workbench. Please refer below screenshot for better understanding - Is there any other alternative?
Currently I am working on MS Dynamics CRM online version 9.1. I have searched on internet but couldn't find something related to 'See all records' button on sub-grid. I have checked the forms for any setting while adding sub-grid, but no luck.
If you have associated entity in the navigation then this icon will show up. Remove from form editor to remove this.
Read more
“Open Associated view” may be the right keyword to search.
Update:
I verified this in my environments (9.1.0.2251) - these options are not there.
But in our preview org (9.1.0.3010) - I can see it. No way to hide it.
Without associated entity in navigation:
With associated entity in navigataion:
Here My solution after I expensed a lot of time ..
Use Ribbon workbench , then select Home and look for NavigatetoHomepageGrid , button doesn't have an icon.
Hope It helps.
NavigateToHomepageGrid
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.