I need your help: How I can Hide/Unhide a ribbon button in Dynamics CRM 2015 by Javascript?
Thank you in advance !!
You can achieve this by customizing Ribbon XML, using Ribbon Work Bench makes it easier than doing a manual edit. You would need to use the "Enable Rule" portion of the customization and call your JavaScript function, returning true/false would show/hide the button. If you simply need to hide it and not toggle the display, you could use the same tool to hide the button by simply selecting the button and hiding it using context menu options.
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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 working on dynamics 365. I need to disable a button, say assign, from the ribbon in case of multiple select in acccount view. How can I do that?
This can be achieved by straight forward EnableRule available named SelectionCountRule
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Make sure to take a backup of Application ribbon/Entity before touching the customizations. Also you need to click the context menu “customize button” / “customize command” if you are customizing OOB button like Assign to retain the existing Rules/behavior & to add your custom rules/behavior.
I want to put custom button on CRM Mail merge window and on click of that button , i want to store that document in sharepoint site document library.
please check below screen
Is it possible to put custom button?
This is not possible in supported way.
like Andrii said this is not a supported method and i would try and stay clear of this solution if you can. I would suggest thinking about implementing your code for sharepoint into ribbon button inside of Microsoft Word.
I need a list of idMso values to further customize the CRM ribbon on the standard mail and appointment Outlook windows.
Specifically I am interested in these controls:
"CRM" group
"Untrack" button
"Set Regarding" button
Here is the screenshot of the ribbon group I am talking about:
Thank you.
Go to Outlook >> Choose file >> Select customizeRibbon option. On the right pane just select Mail Tabs/ALL Tabs/Tool Tabs from dropdown and do hover over the control names. On hover the name you find is idMso value for that control button.
You can find the standard ribbon XML definitions inside the CRM 2011 SDK, the folder is resources\exportedribbonxml.
By the way I suggest to use an editor for ribbon modifications, one is
Ribbon Workbench for Dynamics CRM 2011
I've added a RichTextBox control to an Outlook Form Region as in this article. The problem is that there are no controls to edit the text size, color, etc. I just figured that the default context menu and ribbon would work with the RichTextBox control, but apparently I was mistaken.
What has to be done to hook these up? Is it even possible? If not, what other options are available?
I'm not sure if you can hook the existing Formatting tab in the ribbon to your custom RichTextBox, however you can easily add your own ribbon tab, and make controls for these. See here.
Another alternative could be to add your own ribbon style panel just above your RichTextBox, to make it more obvious to the user that those are the editing tools for that RTB.