Adding Custom Tab with Custom Button in CRM 2011


There is one walkthrough in CRM SDK — Add a Custom Tab to a Specific Entity.

I have modified it to work for only the form of the entity.

And the tab and the button would appear only in case of existing record (not while record is getting created)

To use the code just replace new_case with the name of the entity and get the images from the walkthrough folder.

<CustomAction Id=”Sample.Form.new_case.CustomTab.CustomAction” Location=”Mscrm.Tabs._children” Sequence=”40″>
<Tab Id=”Sample.Form.new_case.CustomTab” Command=”Sample.Form.new_case.CustomTab” Title=”Eligibility” Description=”Eligibility” Sequence=”40″>
<Scaling Id=”Sample.Form.new_case.CustomTab.Scaling”>
<MaxSize Id=”Sample.Form.new_case.CustomTab.FirstGroup.MaxSize” GroupId=”Sample.Form.new_case.CustomTab.FirstGroup” Sequence=”10″ Size=”LargeMedium”/>
<Groups Id=”Sample.Form.new_case.CustomTab.Groups”>
<Group Id=”Sample.Form.new_case.CustomTab.FirstGroup” Command=”Sample.Form.new_case.FirstGroup” Sequence=”10″ Title=”Eligibililty” Template=”Mscrm.Templates.3.3″>
<Controls Id=”Sample.Grid.new_case.CustomTab.FirstGroup.Controls”>
<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.FirstButton” ToolTipTitle=”Add Clients” ToolTipDescription=”To add clients to the case” Command=”Sample.Form.new_case.FirstButton” Sequence=”10″ LabelText=”Add Clients” Alt=”Add Clients” Image16by16=”$webresource:sample_/icons/1Icon16x16.png” Image32by32=”$webresource:sample_/icons/1Icon32x32.png” TemplateAlias=”o1″/>
<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.SecondButton” ToolTipTitle=”Manage Relationship” ToolTipDescription=”To manage relationship between the members” Command=”Sample.Form.new_case.SecondButton” Sequence=”10″ LabelText=”Manage Relationship” Alt=”Manage Relationship” Image16by16=”$webresource:sample_/icons/2Icon16x16.png” Image32by32=”$webresource:sample_/icons/2Icon32x32.png” TemplateAlias=”o1″/>
<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.ThirdButton” ToolTipTitle=”Add Programs” ToolTipDescription=”To add program request to the case” Command=”Sample.Form.new_case.ThirdButton” Sequence=”10″ LabelText=”Add Programs” Alt=”Add Programs” Image16by16=”$webresource:sample_/icons/3Icon16x16.png” Image32by32=”$webresource:sample_/icons/3Icon32x32.png” TemplateAlias=”o1″/>
<Button Id=”Sample.Form.new_case.CustomTab.FirstGroup.FourthButton” ToolTipTitle=”Determine Eligibility” ToolTipDescription=”To determine eligibility” Command=”Sample.Form.new_case.FourthButton” Sequence=”10″ LabelText=”Determine Eligibility” Alt=”Determine Eligibility” Image16by16=”$webresource:sample_/icons/4Icon16x16.png” Image32by32=”$webresource:sample_/icons/4Icon32x32.png” TemplateAlias=”o1″/>
<RibbonTemplates Id=”Mscrm.Templates”/>
<CommandDefinition Id=”Sample.Form.new_case.ThirdButton”>
<EnableRule Id=”Mscrm.Enabled “/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule3″/>
<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallThree”/>
<CommandDefinition Id=”Sample.Form.new_case.SecondButton”>
<EnableRule Id=”Mscrm.Enabled “/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule2″/>
<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallTwo”/>
<CommandDefinition Id=”Sample.Form.new_case.CustomTab”>
<EnableRule Id=”Mscrm.Enabled “/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule1″/>
<CommandDefinition Id=”Sample.Form.new_case.FirstButton”>
<EnableRule Id=”Mscrm.Enabled “/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule”/>
<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallOne”/>
<CommandDefinition Id=”Sample.Form.new_case.FourthButton”>
<EnableRule Id=”Mscrm.Enabled “/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule4″/>
<JavaScriptFunction Library=”$webresource:new_JS” FunctionName=”CallFour”/>
<CommandDefinition Id=”Sample.Form.new_case.FirstGroup”>
<EnableRule Id=”Mscrm.Enabled “/>
<TabDisplayRule TabCommand=”Sample.Form.new_case.CustomTab”>
<EntityRule EntityName=”new_case” Context=”Form” AppliesTo=”PrimaryEntity”/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule3″>
<FormStateRule State=”Create” InvertResult=”true”/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule1″>
<FormStateRule State=”Create” InvertResult=”true”/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule”>
<FormStateRule State=”Create” InvertResult=”true”/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule2″>
<FormStateRule State=”Create” InvertResult=”true”/>
<DisplayRule Id=”Sample.new_case.form.FormStateNotNew.DisplayRule4″>
<FormStateRule State=”Create” InvertResult=”true”/>

To get the solution

Hope this helps !

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

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