Sample Code to add a custom tab to a custom entity in CRM 2011

Hi,

Customizing the Ribbon interface in CRM 2011 is not that easy, if we compare it to the ISV.CONFIG.

Here i am posting a sample xml file that we can use to create a custom tab within an entity.

Suppose the schema name of the entity is new_test, so use the following code to add a custom tab to it.

I am posting the RibbonDiffXml part

<RibbonDiffXml>
 <CustomActions>
  <CustomAction Id=”Sample.Form.new_test.CustomTab.CustomAction” Location=”Mscrm.Tabs._children” Sequence=”40″>
   <CommandUIDefinition>
    <Tab Id=”Sample.Form.new_test.CustomTab” Command=”Sample.Form.new_test.CustomTab” Title=”My First Custom Tab” Description=”Finally managed to put my first custom tab” Sequence=”40″>
     <Scaling Id=”Sample.Form.new_test.CustomTab.Scaling”>
      <MaxSize Id=”Sample.Form.new_test.CustomTab.FirstGroup.MaxSize” GroupId=”Sample.Form.new_test.CustomTab.FirstGroup” Sequence=”10″ Size=”LargeMedium”/>
     </Scaling>
     <Groups Id=”Sample.Form.new_test.CustomTab.Groups”>
      <Group Id=”Sample.Form.new_test.CustomTab.FirstGroup” Command=”Sample.Form.new_test.FirstGroup” Sequence=”10″ Title=”Custom Group” Template=”Mscrm.Templates.3.3″>
       <Controls Id=”Sample.Grid.new_test.CustomTab.FirstGroup.Controls”/>
      </Group>
     </Groups>
    </Tab>
   </CommandUIDefinition>
  </CustomAction>
 </CustomActions>
 <Templates>
  <RibbonTemplates Id=”Mscrm.Templates”/>
 </Templates>
 <CommandDefinitions>
  <CommandDefinition Id=”Sample.Form.new_test.CustomTab”>
   <EnableRules>
    <EnableRule Id=”Mscrm.Enabled “/>
   </EnableRules>
   <DisplayRules>     
    </DisplayRules>
   <Actions/>
  </CommandDefinition>
  <CommandDefinition Id=”Sample.Form.new_test.FirstGroup”>
   <EnableRules>
    <EnableRule Id=”Mscrm.Enabled “/>
   </EnableRules>
   <DisplayRules>
    </DisplayRules>
   <Actions/>
  </CommandDefinition>
 </CommandDefinitions>
 <RuleDefinitions>
  <TabDisplayRules>
   <TabDisplayRule TabCommand=”Sample.Form.new_test.CustomTab”>
    <EntityRule EntityName=”new_test” Context=”Form” AppliesTo=”PrimaryEntity”/>
   </TabDisplayRule>
  </TabDisplayRules>
  <DisplayRules/>
  <EnableRules/>
 </RuleDefinitions>
 <LocLabels/>
</RibbonDiffXml>

Hope it helps !

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology ! View all posts by Nishant Rana