Nishant Rana's Weblog

Url to edit Connection Role in CRM 2011

Hi,

I had to disable some of the existing connection role and had to define new one. Was not able to find a page(grid view) from which i could do that easily.So used the following url to edit the Connection Role

http://servser:port/orgname/_root/homepage.aspx?etc=3231

Please let me know from where we can do it easily within CRM UI itself.

Adding Left Navigation Item to a form in CRM 2011

Hi,

Export solution containing the entity we need to modify.

Find the <form> tag for the form we want to modify within <FormXml> tag

Then use the following sample xml to add the left navigation item.

Bye.

Hiding Collaborate,Process and Data group from Contact Entity in CRM 2011

Hi,

we could make use of following xml definition for that

Hides from Grid

Hides from form
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.ExportData” HideActionId=”Mscrm.Form.contact.MainTab.ExportData.HideAction”/>
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Collaborate” HideActionId=”Mscrm.Form.contact.MainTab.Collaborate.HideAction”/>
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Workflow” HideActionId=”Mscrm.Form.contact.MainTab.Workflow.HideAction”/>

We can get the Location value from the following sample code of sdk

…….\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml

Hope it helps !

Hiding Create Related tab from a custom entity in CRM 2011

Suppose the name of the custom entity is new_case.

We can make use of following XML definiton to do that

Adding Custom Tab with Custom Button in CRM 2011

Hi,

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.

To get the solution

http://www.box.net/shared/sgpnqdbjot

Hope this helps !

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 !