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Home > CRM 2011, Ribbon > Adding New Tab & Group & Buttons to CRM form Ribbon

Adding New Tab & Group & Buttons to CRM form Ribbon

Hi,

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

Ribbon Customizations - Contact Form

Ribbon Customizations - Contact Form

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 🙂

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  1. Mahesh
    May 4, 2012 at 11:21 AM

    Hi Rajeev,

    In Crm 4.0, under Opportunity entity, we have a custom button “New Wizard” in the Menu bar. On click of this button opens a Silverlight application using which we create a new opprtunity record.

    Now I want to do the same in CRM 2011 environment.Under which section I am supposed to give the Url details (As we give in ISV file).
    It will very helpful if you put some words on this.

    • May 5, 2012 at 10:04 AM

      Hi Mahesh,
      Please confirm either u want this in sitemap or ribbon.

      If its ribbon,u can put a new ribbon button either in existing Tab/Group or New Tab/Group.

      On Button “CommandDefinition” define a Jscript function and open the silver light window.

      If u want in sitemap,export sitemap client extension and edit it (Same as CRM 4.0)

      Thanks,
      Rajeev

  1. April 10, 2012 at 11:47 PM

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