Creating custom ribbon button on Entity form/Grid Main page in Microsoft Dynamics CRM 2011

Problem:

I got into situation where I wanted to create the custom ribbon button in MS Dynamics CRM 2011 on the entity form as well as on the entity Grid main page.

Solution:

The following steps can be performed to achieve the target:
1. In CRM go to Setting->Customizations->Solutions.

2. In CRM 2011 go to Setting->Customizations->Solutions. Click New to create the empty         

    solution to export the entity for which you want to create the button (either on entity form or on

    Grid). Here I have taken example of Account entity.

    Here publisher is the default publisher for your crm.

3. Add the account entity to the empty solution. Do not include the dependent components in the
   solution.

4.Export the solution and don’t forget to publish all customization before exporting the solution to   
   ensure you have all updated customization for the entity.

5. Once you export the solution unzip the solution and open customizations.xml file from the solution
    folder.

6. Look for the tag  <RibbonDiffXml> within customization.xml file. You need to add code for
    custom button within this tag. Since this is a custom operation we add a <customActions>
    tag where we will add all our custom action to be done.

 
<RibbonDiffXml>

  <CustomActions>

   <CustomAction Id="Mscrm.account.Form.CustomAction"

      Location="Mscrm.Form.account.MainTab.Actions.Controls._children"

      Sequence="41">

   <CommandUIDefinition>

     <Button Id="Mscrm.account.Form.HelpButton"

             Command="Mscrm.account.Form.HelpButton.Command"   

             LabelText="$LocLabels:Mscrm.account.HelpButton.LabelText"

             ToolTipTitle="$LocLabels:Mscrm.account.HelpButton.LabelText"

             ToolTipDescription="$LocLabels:Mscrm.account.HelpButton.ToolTip"

             TemplateAlias="o1"

             Image16by16="$webresource:scc_imghelp16x16"

             Image32by32="$webresource:scc_imghelp32x32" />

   </CommandUIDefinition>

 </CustomAction>

</CustomActions>

• Here we added one custom action with location attribute. Note location attribute is important as it determines the exact position in your CRM entity ribbon where your custom button will be displayed. Here the button will be displayed on Account form ribbon in Actions Group
• Sequence determines the order of button display if you have more than one button displayed in Actions group. Sometimes if you don’t mention proper sequence then your button might not appear in correct order in group.
• Now we need to add commandUIDefinition tag and then define a Button within it.
• For the labelText, ToolTipText , ToolTipDescription we have defined the local labels. If you want you can directly assign text values while defining the button.
• For image displayed on button you need to create webresources for each 16x16 and 32x32 size. (check here on how to create image web resource)

7. Next step is to locate/Create <CommandDefinitions> tag. Add following code.

   <CommandDefinitions>

       <CommandDefinition Id=”Mscrm.account.Form.HelpButton.Command”>

            <EnableRules>

              <EnableRule Id=”Mscrm.account.WebClient.EnableRule” />

            </EnableRules>

            <DisplayRules/>

            <Actions>

              <JavaScriptFunction FunctionName=”HelpFunction”

                                  Library=”$Webresource:Launch_Help.js” />

            </Actions>

       </CommandDefinition>

   </CommandDefinitions>

• This section defines the action for the button. So we “id” value of <commandDefinition> tag contains value of command attribute defined in button tag.
• Enable rule – defines conditions when you want to enable the button.
• Display rule – defines the display condition for button.
• Actions – defines the action to be performed when the button is clicked. Here we are calling a javascript function (HelpFunction) defined within webresource (Launch_Help.js).

8. Next step is to define the enable rule  in <RuleDefinitions> tag.

     <RuleDefinitions

          <TabDisplayRules />

          <DisplayRules />

          <EnableRules>

            <EnableRule Id="Mscrm.account.WebClient.EnableRule">

              <CrmClientTypeRule Type="Web" />

            </EnableRule>

          </EnableRules>

      </RuleDefinitions>

9. Lastly add local Labels containing text and tooltip for button.

  <LocLabels>

       <LocLabel Id="Mscrm.account.HelpButton.LabelText">

          <Titles>

             <Title languagecode="1033" description="Help" />

          </Titles>

       </LocLabel>

       <LocLabel Id="Mscrm.account.HelpButton.ToolTip">

         <Titles>

            <Title languagecode="1033" description="ToolTip for the button" />

         </Titles>

       </LocLabel>

     </LocLabels>

  </RibbonDiffXml>

10.  Once the code has been added save the file and zip the solution containing all three files together.

11.   Import the updated solution back and publish all the customization. You should see the button 
        on the Account form in Actions Group.

Now suppose you want to add the custom button to the Entity Grid Main page.

All the steps and code mentioned above remains same just need to change the location of the button in <customAction> tag
<CustomAction Id="Mscrm.account.Homepagegrid.CustomAction"

              Location="Mscrm.HomepageGrid.account.MainTab.Actions.Controls._children"

              Sequence="41">

We changed the location now to HomePageGrid of Account entity instead of Form. Everything else remain same.


When you place button on the HomePageGrid of any Entity and you want to allow button to be enabled when user select only one record from grid. You can add following enable rules to achieve this task.
<CommandDefinition Id="Mscrm.opportunity.grid.HelpButton.Command">
      <EnableRules>

        <EnableRule Id="Mscrm.opportunity.WebClient.EnableRule" />   
        <EnableRule Id="Mscrm.opportunity.OneSelected.EnableRule" />

     </EnableRules>

        <DisplayRules>

        </DisplayRules>

        <Actions>

          <JavaScriptFunction FunctionName="ExecuteFunction"   

                              Library="$Webresource:scc_Help.js" />

        </Actions>

</CommandDefinition>

 
Now defining the enable rule:

<EnableRule Id="Mscrm.opportunity.OneSelected.EnableRule">

        <SelectionCountRule AppliesTo="SelectedEntity"

                            Maximum="1"

                            Minimum="1" />   

</EnableRule>

Hope it helps you and sorry about the images.

Thanks,

Creating Web Resource in CRM 2011

Suppose you want to create a web resource containing either image or javascript.
 

1.      To create the webresource go to Setting->Customizations->Customize the system.

 

2.      Go to the web resource option and click new. A Form to create the web resource opens up.

3.      Add display name and give some description that indicates what the resource is about.

4.      Then select the type of webresource. This something based on type resource you want to create. If you are creating web resource for an image then select either icon/png based on type of your image.

5.      Next is to select the location of you file using “browse” option to upload the image file. Then save and publish the web resource.

Here we have created web resource containing image. You can also create webresource to contain javascript. In that case select the type as jscript as shown below.

• "Text editor" button gets on form, you can click this button and in the texteditor window that popsup you can paste your javascript. 

 
 
 
Hope it helps.
Thanks,