Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

Hi,

Here are the steps to add new Tab, Group and Buttons to the ‘Contact’ form and call .jscript functions on button click.

Steps :-

• Create a new .jscript file “contact.js” with below functions

function fnA() {

alert(“Button \”A\” clicked!!!”);

}

function fnB() {

alert(“Button \”B\” clicked!!!”);

}

• Open CRM application and add the “contact.js” as web resource
• Create a new unmanaged solution and add “Contact” entity and “contact.js” web resource
• Export the solution to the local folder
• Unzip the folder
• Open “customizations.xml” in Visual studio
• Navigate to “<Entities><Entity>Contact”
• Go to  <RibbonDiffXml> node and replace with below XML

<RibbonDiffXml>

<CustomActions>

<CustomAction Id=”Sample.Form.contact.CustomTab.CustomAction” Location=”Mscrm.Tabs._children” Sequence=”40″>

<CommandUIDefinition>

<Tab Id=”Sample.Form.contact.CustomTab” Command=”Sample.Form.contact.CustomTab”

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

Description=”$LocLabels:Sample.contact.CustomTab.Description” Sequence=”40″>

<Scaling Id=”Sample.Form.contact.CustomTab.Scaling”>

<MaxSize Id=”Sample.Form.contact.CustomTab.CustomGroup.MaxSize”

GroupId=”Sample.Form.contact.CustomTab.CustomGroup” Sequence=”10″ Size=”LargeMedium” />

</Scaling>

<Groups Id=”Sample.Form.contact.CustomTab.Groups”>

<Group Id=”Sample.Form.contact.CustomTab.CustomGroup”

Command=”Sample.Form.contact.CustomGroup”

Sequence=”10″ Title=”$LocLabels:Sample.contact.CustomTab.CustomGroup.Title” Template=”Mscrm.Templates.3.3″>

<Controls Id=”Sample.Form.contact.CustomTab.CustomGroup.Controls”>

<Button Id=”Sample.Form.contact.CustomTab.CustomGroup.ButtonA”

ToolTipTitle=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonA.LabelText”

ToolTipDescription=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonA.ToolTipDescription”

Command=”Sample.Form.contact.ButtonA” Sequence=”10″

LabelText=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonA.LabelText”

Alt=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonA.LabelText”

Image16by16=”/_imgs/ribbon/runreport16.png” Image32by32=”/_imgs/ribbon/runreport32.png” TemplateAlias=”o1″ />

<Button Id=”Sample.Form.contact.CustomTab.CustomGroup.ButtonB”

ToolTipTitle=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonB.LabelText”

ToolTipDescription=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonB.ToolTipDescription”

Command=”Sample.Form.contact.ButtonB” Sequence=”20″

LabelText=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonB.LabelText”

Alt=”$LocLabels:Sample.contact.CustomTab.CustomGroup.ButtonB.LabelText”

Image16by16=”/_imgs/ribbon/runreport16.png” Image32by32=”/_imgs/ribbon/runreport32.png” TemplateAlias=”o1″ />

</Controls>

</Group>

</Groups>

</Tab>

</CommandUIDefinition>

</CustomAction>

</CustomActions>

<Templates>

<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>

</Templates>

<CommandDefinitions>

<CommandDefinition Id=”Sample.Form.contact.CustomGroup”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled” />

</EnableRules>

<DisplayRules />

<Actions />

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.contact.ButtonA”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled” />

</EnableRules>

<DisplayRules />

<Actions>

<JavaScriptFunction Library=”$webresource:new_contact” FunctionName=”fnA”></JavaScriptFunction>

</Actions>

</CommandDefinition>

<CommandDefinition Id=”Sample.Form.contact.ButtonB”>

<EnableRules>

<EnableRule Id=”Mscrm.Enabled” />

</EnableRules>

<DisplayRules />

<Actions>

<JavaScriptFunction Library=”$webresource:new_contact” FunctionName=”fnB”></JavaScriptFunction>

</Actions>

</CommandDefinition>

</CommandDefinitions>

<RuleDefinitions>

<TabDisplayRules>

<TabDisplayRule TabCommand=”Sample.Form.contact.CustomTab”>

<EntityRule EntityName=”contact” Context=”Form” AppliesTo=”PrimaryEntity” />

</TabDisplayRule>

</TabDisplayRules>

<DisplayRules />

<EnableRules>

</EnableRules>

</RuleDefinitions>

<LocLabels>

<LocLabel Id=”Sample.contact.CustomTab.Title”>

<Titles>

<Title languagecode=”1033″ description=”My Tab” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.Description”>

<Titles>

<Title languagecode=”1033″ description=”My Tab” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.CustomGroup.Title”>

<Titles>

<Title languagecode=”1033″ description=”My Group” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.CustomGroup.ButtonA.LabelText”>

<Titles>

<Title languagecode=”1033″ description=”A” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.CustomGroup.ButtonA.ToolTipDescription”>

<Titles>

<Title languagecode=”1033″ description=”Button A” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.CustomGroup.ButtonB.LabelText”>

<Titles>

<Title languagecode=”1033″ description=”B” />

</Titles>

</LocLabel>

<LocLabel Id=”Sample.contact.CustomTab.CustomGroup.ButtonB.ToolTipDescription”>

<Titles>

<Title languagecode=”1033″ description=”Button B” />

</Titles>

</LocLabel>

</LocLabels>

</RibbonDiffXml>

You can download the complete solution from this location

Download Solution

Hope it helps 🙂