Sample Code to add a custom button to a custom group in CRM 2011

Hi,

Following is the sample code to add a custom button to a custom group for a custom entity (new_test)

The button gets displayed only when the record is created.

We need to define Display Rule for that in Rule Definitions and use that rule within Command Defintion for the Button


<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">
         <Button Id="Sample.Form.new_test.CustomTab.FirstGroup.FirstButton" ToolTipTitle="My First Button Tool Tip" ToolTipDescription="My First Button Tool Tip Description" Command="Sample.Form.new_test.FirstButton" Sequence="10" LabelText="First Button" Alt="Alt First Button" TemplateAlias="o1"/>
        </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>
   <CommandDefinition Id="Sample.Form.new_test.FirstButton">
    <EnableRules>
     <EnableRule Id="Mscrm.Enabled "/>
    </EnableRules>
    <DisplayRules>
     <DisplayRule Id="Sample.new_test.form.FormStateNotNew.DisplayRule">
       </DisplayRule>
    </DisplayRules>
    <Actions>
     </Actions>
   </CommandDefinition>
  </CommandDefinitions>
  <RuleDefinitions>
   <TabDisplayRules>
    <TabDisplayRule TabCommand="Sample.Form.new_test.CustomTab">
     <EntityRule EntityName="new_test" Context="Form" AppliesTo="PrimaryEntity"/>
    </TabDisplayRule>
   </TabDisplayRules>
   <DisplayRules>
    <DisplayRule Id="Sample.new_test.form.FormStateNotNew.DisplayRule">
     <FormStateRule State="Create" InvertResult="true"/>
    </DisplayRule>
   </DisplayRules>
   <EnableRules/>
  </RuleDefinitions>
  <LocLabels/>
 </RibbonDiffXml>

Hope it helps !

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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 !

Could not load file or assembly ‘Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies. The system cannot find the file specified.”:”Microsoft.IdentityModel, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35

Hi,

Got this error while working with WCF services in CRM 2011 from within a windows application.

Resolved it by installing Windows Identity Foundation

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=eb9c345f-e830-40b8-a5fe-ae7a864c4d76&displaylang=en

Bye..