Dynamically Enable/Disable a standard ribbon button based on a form value
There are occations when you need to change the command of an existing ribbon button, without changing the actual button its self. In the Ribbon Xml the Command and the Button are logically separated...
View ArticleRe-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...
View ArticleAdd 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...
View ArticleAdd 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...
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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...
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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 EnableRuleIn the Web Client you can create buttons...
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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...
View ArticleMoving towards Version 1.0
Thank you to all of you who have helped with moving Ribbon Workbench further towards version 1. There has been some great feedback and many of you have helped by testing fixes before a new version was...
View ArticleHow to move a button from one Ribbon tab to another
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...
View ArticleO Ribbon, Ribbon! wherefore art thou Ribbon?
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...
View ArticleEnable/Disable a ribbon button dynamically based on a form value
I've added another 'How To' article to the Ribbon Workbench knowledge base:Enable/Disable a ribbon button dynamically based on a form valueAny suggestions for more? Let me know!
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Ribbon Workbench demo at eXtremeCRM!
Yesterday, Jim Daly demoed the Ribbon Workbench in his session on 'Dynamics CRM Extensibility: Tools, Resources, and What’s New' at eXtremeCRM in Las Vagas. Coincidently, last week the Ribbon...
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No-Code Workflow Shortcut Ribbon Button
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...
View ArticleAdd a Run Dialog Short-Cut Ribbon Button
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...
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Adding Auto Refresh to Dashboards
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...
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App/Command Bar Workbench for Dynamics CRM 2013
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...
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Evolution of the Dynamics CRM Toolbar
With the first glimpses of Orion being available (or Dynamics CRM 2013 as it is now called) I thought it would be a good time to look back at how the form tool bar has evolved over its history.I've...
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Ribbon ‘XML’ Workbench for Dynamics CRM 2013 with a silent ‘XML’!
After much deliberation and consultation, I have decided to stick with the name 'Ribbon Workbench' rather than rename to CommandBar Workbench. Here are some of the reasons behind this decision:The...
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How to restore a hidden button on the CRM 2013 Command Bar
The new Dynamics CRM 2013’s command bar has deliberatly limited space for buttons due to the ‘intentionally constrained’ user interface design. The idea being that if you limit the space for buttons,...
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Upgraded to Orion? Upgrade to Ribbon Workbench for CRM2013
If your Dynamics CRM Online instance has been upgraded to Orion (CRM2013) you will need to upgrade to the latest version of the Ribbon Workbench for CRM2013. Since the Ribbon Xml Schema has changed...
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Restore Add Activity buttons in CRM 2013
By default the CRM2013 form Command Bar doesn't show the old 'Add' tab buttons for activities. The intension is that users will want to use the new Activities Tab control on the forms as show below:In...
View ArticleRibbon Workbench updated - getServerUrl is removed in CRM2013 UR2
With CRM2013 UR2 being released very soon I have made an update to the Ribbon Workbench that you'll be prompted to install by the auto update when you next open the Ribbon Workbench. I strongly advise...
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Create a command bar button for your custom activities
When creating a new custom activity entity you are presented with a great many checkboxes to choose from. One of these checkboxes is 'Display in Activities Menus' that will ensure that the activity...
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And then there were seven!
If you've updated to the CRM2013 Spring '14 Wave (Service Pack 1) I think you'll agree that it contains some pretty awesome features. You can read a good roundup of the developer features in the SDK...
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Ribbon Workbench 2015 (Happy New Year!)
Happy New Year – I hope 2015 will bring you lots of good things. Dynamics CRM 2015 upgrades are rolling out to Dynamics CRM online organisations with rapidly increasing frequency and so I have updated...
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The cream cracker conundrum (or customising the sub grid command bar)
I still find the streamlined user experience offered by the Command Bar a welcome change from the CRM2011 Ribbon. The sub-grid command bar is the only possible exception with the loss of the ability to...
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Business Rules &“SecLib::RetrievePrivilegeForUser failed - no roles are...
When publishing your Ribbon Workbench solution you may receive the following error:"SecLib::RetrievePrivilegeForUser failed - no roles are assigned to user."The first step in diagnosing these issues is...
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Ribbon Workbench 2016 Beta
A couple of weeks ago I had both the privilege and a most enjoyable hour on CRM Audio chatting with George, Joel and Shawn about the Ribbon Workbench and SparkleXRM. You'll have heard me mention that...
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Ribbon Workbench Version Compatibility
I'm pleased to announce that in addition to the managed solution that you can install inside Dynamics CRM, the Ribbon Workbench 2016 is alsoavailable in the XrmToolbox (if you hadn't already...
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Smart Buttons in the Ribbon Workbench
Happy 2017! This new year promises to be really exciting in the world of Dynamics 365. The spring release is going to be a big one for developers and I'm really looking forwards to it.In the meantime,...
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Ribbon Dependencies in Version 9 – isNaN is no more!
I recently blogged about the introduction of the script dependancies dialog in Version 9 where you can define the scripts that are needed by another. Although it does not solve the asynchronous loading...
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