Recently, I had to trouble shoot an issue where the Ribbon was not being displayed for a particular entity. When navigating away from the form, the following error was given by CRM 2011:
I few people I've shown this tip to recently have been surprised - so I thought I'd share it.
If you are developing any Dynamics CRM Solution, you are always going to want to test out security and role based access. The simplest way of doing this is to log on as multiple users, each with a di... [More]
If you've ever tried to move a ribbon button from one tab to another, you'll know it involves some hefty Ribbon Xml gymnastics.
The Ribbon Workbench makes this customisation really simple:
When re-activating a case in Dynamics CRM 2011 via the Form Ribbon button, you may recieve the message:
The object cannot be updated because it is read-only
Thank you to all of you who have helped with moving Ribbon Workbench further towards version 1. There has been some great feedback and many of you have helped by testing fixes before a new version was released.
Over the next few weeks I'll be adding more chapters to the help found at :
Supposing you needed some custom logic to happen immediately after a lead was qualified. You can achieve this by registering a Plug-in on the QualifyLead Post Operation stage. From within this Plug-in you can easily get a reference to the newly created Account, Contact and Opportunity and make any c... [More]
Occasionally the built-in names for Ribbon tabs need to be changed. Using the Ribbon Workbench for CRM2011 makes this very easy.
1. Create a solution with the entity you want to change.
2. Open the Ribbon Workbench for CRM2011 and select your solution.
3. Find the tab you want to change. If you w... [More]
There are some marked differences in the way that the Ribbon is handled between Outlook and the Web Client of Dynamics CRM.
Mandatory DisplayRule and EnableRule
In the Web Client you can create buttons that refer to a command with just an action. If you want to make the button appear in Outlook, y... [More]
If you want to add a custom group or tab to a CRM2011 ribbon, you're going to need to understand the scaling mechanism. Following the SDK tutorials and other sources around the internet will give you a basic template, but it only starts to become clear when you see it in action. The Ribbon Workbench... [More]
The Ribbon Workbench for CRM 2011 makes it very easy to add menu items and sections, but occasionally you may need to dynamically change the menu items depending on run-time variables such as the selected record or security roles.
The following video shows adding a Flyout Anc... [More]