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 !

3 thoughts on “Sample Code to add a custom tab to a custom entity in CRM 2011”

  1. Hi Nishant,

    Thanks for providing a sample of the ribbon customisation. I tried to follow something similar in creating a button in the ribbon for a specific entity.
    When I import the solution it gives me an error for the entity ribbon. Exporting the import result to excel it says “object reference not set to an instance of an object” which is a very generic error. Can you suggest anything that may have caused this exception.

    David

    Like

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