Users are always asking about making solutions 'less-clicky' - a common request is to provide a button to run a frequently used workflow rather than having to use the look up dialog.
The following solution shows you how to do this without writing a single line of code!
I am forever having to copy record link urls and extract the record GUID from the query string and remove the escape characters. Last week was the straw that broke the camel's back so I had to create a Ribbon Button to do it for me.
It is my pleasure to present to you the 'Useful Buttons' solu... [More]
I've added another 'How To' article to the Ribbon Workbench knowledge base:
Enable/Disable a ribbon button dynamically based on a form value
Any suggestions for more? Let me know!
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]
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 :
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]
The Ribbon Workbench for CRM 2011 makes it easy to add a ribbon button to SubGrid ribbons. Your new custom button will be always shown when you have selected a subgrid on a related (1:N) entity parent entity form. Of course entities can have more than one relationship and so the same SubGr... [More]
After the initial Statement of Direction in May and then the interview with Brad Wilson the then general manager of Dynamics CRM, there has been quite some excitement about cross-browser support for Dynamics CRM 2011. The timescale given was "the first half of 2012" being release with UR8. The thoug... [More]