Happy New Year – I hope 2015 will bring you lots of good things. Dynamics CRM 2015 upgrades are rolling out to Dynamics CRM online organisations with rapidly increasing frequency and so I have updated the Ribbon Workbench for 2015 support. You will see a new update notification when you next o... [More]
If you've updated to the CRM2013 Spring '14 Wave (Service Pack 1) I think you'll agree that it contains some pretty awesome features.
You can read a good roundup of the developer features in the SDK (http://msdn.microsoft.com/en-us/library/gg309589.aspx#BKMK_NewInSpring2014) but have you noticed t... [More]
When creating a new custom activity entity you are presented with a great many checkboxes to choose from. One of these checkboxes is 'Display in Activities Menus' that will ensure that the activity type is included in the Activities Menu on records
The Custom Activities flyout menu is a dynamical... [More]
With CRM2013 UR2 being released very soon I have made an update to the Ribbon Workbench that you'll be prompted to install by the auto update when you next open the Ribbon Workbench. I strongly advise you to install this update before you install UR2 otherwise the Ribbon Workbench will no longer wor... [More]
One of the lesser known features of CRM 2011 was the File->Properties dialog that you could view on a record form. It would look something like:
This dialog was very useful for finding out the effective permissions of the current user on a particular record but in CRM 2013 it is no longer pres... [More]
By default the CRM2013 form Command Bar doesn't show the old 'Add' tab buttons for activities. The intension is that users will want to use the new Activities Tab control on the forms as show below:
In an upgrade from CRM 2011 you may want to preserve the add activity buttons on a form. This post... [More]
If your Dynamics CRM Online instance has been upgraded to Orion (CRM2013) you will need to upgrade to the latest version of the Ribbon Workbench for CRM2013. Since the Ribbon Xml Schema has changed slightly with CRM2013, the old version will no longer work.
Open Settings->Solut... [More]
This post provides the important information you need to know in order to transition to customising the Command Bar in Dynamics CRM 2013.
1. The Command Bar is a Ribbon in disguise!
The Ribbon Bar in Dynamics CRM 2013 to a certain degree has been replaced by the Command Bar but it still exists on ... [More]
The new Dynamics CRM 2013’s command bar has deliberatly limited space for buttons due to the ‘intentionally constrained’ user interface design. The idea being that if you limit the space for buttons, then designers will be forced to only show those that are absolutely necessary ... [More]
After much deliberation and consultation, I have decided to stick with the name 'Ribbon Workbench' rather than rename to CommandBar Workbench. Here are some of the reasons behind this decision:
The Command Bar in CRM 2013 is still defined with RibbonXml, but rendered differently. A DisplayRule is... [More]