Rajeev Pentyala – Microsoft Power Platform

Hi,

In CRM 2011, we can update selected records in the Grid using Ribbon customizations (i.e., by using a Custom Ribbon Button).

Ribbon button on Grid

Steps:-

• Create a new Solution called “Ribboncustomer” and add ‘contact’ entity and a newly created web resource called ”ribbon.js” with below function

function processrecords(selectedIds) {

if (selectedIds != null && selectedIds != “”) {

var strIds = selectedIds.toString();

var arrIds = strIds.split(“,”);

for (var indxIds = 0; indxIds < arrIds.length; indxIds++) {

updateRecords(arrIds[indxIds]);

}

}

else {

alert(“No records selected!!!”);

}

}

function updateRecords(contactId) {

//Use OData or Soap call to update the record using passed GUID

}

• Publish the customizations
• Export the Solutions and Save
• Unzip the Solution and Open the “customizations.xml” using VS 2010.
• search for <RibbonDiffXML> node
• Replace  with below node

      <RibbonDiffXml>

<CustomActions>

<CustomActionId=“Sample.Grid.contact.CustomTab.CustomAction“Location=“Mscrm.Tabs._children“Sequence=“40“>

<CommandUIDefinition>

<TabId=“Sample.Grid.contact.CustomTab“Command=“Sample.Grid.contact.CustomTab“

Title=“$LocLabels:Sample.contact.CustomTab.Title“

Description=“$LocLabels:Sample.contact.CustomTab.Description“Sequence=“500“>

<ScalingId=“Sample.Grid.contact.CustomTab.Scaling“>

<MaxSizeId=“Sample.Grid.contact.CustomTab.FirstGroup.MaxSize“

GroupId=“Sample.Grid.contact.CustomTab.FirstGroup“

Sequence=“10“Size=“LargeMedium“ />

</Scaling>

<GroupsId=“Sample.Grid.contact.CustomTab.Groups“>

<GroupId=“Sample.Grid.contact.CustomTab.FirstGroup“Command=“Sample.Grid.contact.FirstGroup“Sequence=“10“

Title=“$LocLabels:Sample.contact.CustomTab.FirstGroup.Title“Template=“Mscrm.Templates.3.3“>

<ControlsId=“Sample.Grid.contact.CustomTab.FirstGroup.Controls“>

<ButtonId=“Sample.Grid.contact.CustomTab.FirstGroup.FirstButton“

ToolTipTitle=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“

ToolTipDescription=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.ToolTipDescription“

Command=“Sample.Grid.contact.FirstButton“Sequence=“10“  LabelText=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText

“Alt=“$LocLabels:Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“

Image16by16=“/_imgs/ribbon/AddEmail_16.png“Image32by32=“/_imgs/ribbon/Email_32.png“TemplateAlias=“o1“ />

</Controls>

</Group>

</Groups>

</Tab>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplatesId=“Mscrm.Templates“></RibbonTemplates>

</Templates>

<CommandDefinitions>

<CommandDefinitionId=“Sample.Grid.contact.CustomTab“>

<EnableRules>

<EnableRuleId=“Mscrm.Enabled “ />

</EnableRules>

<DisplayRules>

<DisplayRuleId=“Mscrm.CanWriteContact“ />

</DisplayRules>

<Actions/>

</CommandDefinition>

<CommandDefinitionId=“Sample.Grid.contact.FirstGroup“>

<EnableRules>

<EnableRuleId=“Mscrm.Enabled “ />

</EnableRules>

<DisplayRules>

<DisplayRuleId=“Mscrm.CanWriteContact“ />

</DisplayRules>

<Actions />

</CommandDefinition>

<CommandDefinitionId=“Sample.Grid.contact.FirstButton“>

<EnableRules/>

<DisplayRules/>

<Actions>

<JavaScriptFunctionLibrary=“$webresource:new_ShowMessage“FunctionName=“processrecords“>

                <CrmParameterValue=“SelectedControlSelectedItemIds“ />

              </JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules>

<TabDisplayRuleTabCommand=“Sample.Grid.contact.CustomTab“>

<EntityRuleEntityName=“contact“Context=“HomePageGrid“ />

</TabDisplayRule>

</TabDisplayRules>

<DisplayRules />

<EnableRules />

</RuleDefinitions>

<LocLabels>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.FirstButton.LabelText“>

<Titles>

<Titlelanguagecode=“1033“description=“Update Records“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.Description“>

<Titles>

<Titlelanguagecode=“1033“description=“A custom tab for the Contact entity.“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.Title“>

<Titles>

<Titlelanguagecode=“1033“description=“Get IDs Group“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.FirstGroup.FirstButton.ToolTipDescription“>

<Titles>

<Titlelanguagecode=“1033“description=“Get the selected GUID’s of Grid items“ />

</Titles>

</LocLabel>

<LocLabelId=“Sample.contact.CustomTab.Title“>

<Titles>

<Titlelanguagecode=“1033“description=“Custom Tab“ />

</Titles>

</LocLabel>

</LocLabels>

</RibbonDiffXml>

The key node in the above XML is  <CrmParameterValue=”SelectedControlSelectedItemIds” />

<CommandDefinitionId=“Sample.Grid.contact.FirstButton“>

<EnableRules/>

<DisplayRules/>

<Actions>

<JavaScriptFunctionLibrary=“$webresource:new_ShowMessage“FunctionName=“processrecords“>

<CrmParameterValue=“SelectedControlSelectedItemIds“ />

</JavaScriptFunction>

</Actions>

</CommandDefinition>

We are passing “SelectedControlSelectedItemIds” (i.e.,Selected record Guid’s) to the JScript function. Multiple Id’s seperate by ‘,’.

• We are done with customization part, zip the files and Import the solution & publish all customizations.
• Clear the cache and refresh the browser and you will get the custom tab with “Update Records” button.

** Below are few more key <CrmParameterValue> that can be passed as parameter **

SelectedEntityTypeCode : A number representing the unique type of entity for a record selected in a grid. The Entity type code will vary
between deployments.
SelectedEntityTypeName : A string representing the unique name of the entity for a record selected in a grid.
FirstSelectedItemId : Provides one GUID identifier as a string for the first item selected in a grid.
SelectedControlSelectedItemCount : The number of selected items in a grid.

SelectedControlSelectedItemIds : A string array of GUID Id values for all selected items in a grid.

SelectedControlAllItemCount : A string array of GUID Id values for all selected items in a grid.
SelectedControlAllItemIds : A string array providing the GUID Id values for all items displayed in a grid.
SelectedControlUnselectedItemCount : The number of unselected items in a grid.
SelectedControlUnselectedItemIds : A string array of GUID Id values for all unselected items in a grid.

Hope it helps 🙂