Monday, October 28, 2013

Microsoft Dynamics CRM 2013 Adding a custom button to the Home Grid

 

Today I received a call from a customer that had been upgraded to Microsoft Dynamics CRM 2013, and was looking for the custom buttons we created on MS Dynamics CRM 2011 and now with the upgrade they are not display or not showing for the Entity Home Grid.

Immediately went and  look for the buttons and realized the custom button  was not available anymore, the JavaScript web resource the button called was there and enabled, next on my plan was to add the buttons back.

In this case I when and look for a CRM 2013 Ribbon tool, and found a beta version for Ribbon Work Bench 2013, that help me to create the buttons I need for the customer

Develop1 – Ribbon Workbench for CRM 2013

Ribbon0

The only limitation is that by default the entity will only display 5 elements (buttons) on the navigation at any time, so depending on the need the button will need to move back to the initial of the list, in the other case it will end up on the “…” list items

Let me show you about this limitation or what I called the Quick 5.

Ribbon1

Not on the Quick 5 buttons

Ribbon2

 

Hope this will help you in the same way help me to understand the new CRM 2013 UI and Navigation.

 

Abe Saldana

This is my personal opinion and not represent my employer or Microsoft