Ribbon Customization-Part 6-Add a Custom Group and Custom Buttons to Existing Tab for a Specific Entity(Opportunity Entity)

As we have seen how to add Custom Tab,Custom Group, Custom Buttons to Display on Entity Form, Sub Grids, in my earlier post, Today we will see how to add Custom Group and Custom Buttons to an existing tab for Opportunity Entity.

To day we will perform the following tasks

  1. We will add a Custom group with the Buttons in the Opportunities Tab(i.e Homepage Grid) for Opportunity  entity as shown in the below screenshot
  2. Adding Custom Buttons to Exsiting Tab in MSCRM 2011 ribbon Customization
  3. As usual create a new solution with the Opportunity entity, save and export it
  4. unzip the solution and Edit the “customizations.xml”
  5. As we need to add  a custom group to the existing tab we need to get the Id of the Tab and also the Group id where we want to place the new group. So for this we need to check the Opportunityribbon.xml which will be available under the folder \\ sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml\
  6. Opportunityribbon.xml will appear as shown in the below screenshot and we will add the custom group with buttons to the Home Page Grid main tab and the tab in which we are going to create a new group is  highlighted and also the group where we are creating a new group next to the group is also shown in the below screenshot
  7. OpportunityRibbonxml with groups
  8. I defined the customActions as shown in the below  code snippet
       1: <CustomAction Id="Sample.Grid.opportunity.CustomGroup.MaxSize.CustomAction" Location="Mscrm.HomepageGrid.opportunity.MainTab.Scaling._children" Sequence="150">

       2:             <CommandUIDefinition>

       3:               <MaxSize Id="Sample.Grid.opportunity.CustomGroup.MaxSize" GroupId="Sample.Grid.opportunity.CustomGroup.Group" Sequence="21" Size="LargeLarge" />

       4:             </CommandUIDefinition>

       5:           </CustomAction>


       7:           <CustomAction Id="Sample.Grid.opportunity.CustomGroup.CustomAction" Location="Mscrm.HomepageGrid.opportunity.MainTab.Groups._children" Sequence="115">

       8:             <CommandUIDefinition>

       9:               <Group Id="Sample.Grid.opportunity.CustomGroup.Group" Command="Sample.Grid.opportunity.CustomGroup.Command" Title="$LocLabels:Sample.Grid.opportunity.CustomGroup.Title" Sequence="85" Template="Mscrm.Templates.3.3" >

      10:                 <Controls Id="Sample.Grid.opportunity.CustomGroup.Controls">

      11:                   <Button Id="Sample.Grid.opportunity.CustomGroup.Button.A" Command="Sample.Grid.opportunity.CustomGroup.Button.A.Command" Sequence="10" LabelText="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.A.LabelText" ToolTipTitle="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.A.LabelText" ToolTipDescription="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.A.Description" TemplateAlias="o1" Image16by16="/_imgs/ribbon/AddEmail_16.png" Image32by32="/_imgs/ribbon/Email_32.png" />

      12:                   <Button Id="Sample.Grid.opportunity.CustomGroup.Button.B" Command="Sample.Grid.opportunity.CustomGroup.Button.B.Command" Sequence="20" LabelText="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.B.LabelText" ToolTipTitle="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.B.LabelText" ToolTipDescription="$LocLabels:Sample.Grid.opportunity.CustomGroup.Button.B.Description" TemplateAlias="o1" Image16by16="/_imgs/ribbon/AddEmail_16.png" Image32by32="/_imgs/ribbon/Email_32.png" />

      13:                 </Controls>

      14:               </Group>

      15:             </CommandUIDefinition>

      16:           </CustomAction> 

      17:         </CustomActions>

  9. Added the corresponding CommandDefinition as shown in the below code snippet
  10.    1: <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.A.Description">

       2:         <Titles>

       3:           <Title languagecode="1033" description="First Button Description" />

       4:         </Titles>

       5:       </LocLabel>

       6:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.B.Description">

       7:         <Titles>

       8:           <Title languagecode="1033" description="Second Button Description" />

       9:         </Titles>

      10:       </LocLabel>


      12:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Title">

      13:         <Titles>

      14:           <Title languagecode="1033" description="First Group" />

      15:         </Titles>

      16:       </LocLabel>

      17:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.A.LabelText">

      18:         <Titles>

      19:           <Title languagecode="1033" description="First Button" />

      20:         </Titles>

      21:       </LocLabel>

      22:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.A.ToolTipDescription">

      23:         <Titles>

      24:           <Title languagecode="1033" description="First Button" />

      25:         </Titles>

      26:       </LocLabel>

      27:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.B.LabelText">

      28:         <Titles>

      29:           <Title languagecode="1033" description="Second Button" />

      30:         </Titles>

      31:       </LocLabel>

      32:       <LocLabel Id="Sample.Grid.opportunity.CustomGroup.Button.B.ToolTipDescription">

      33:         <Titles>

      34:           <Title languagecode="1033" description="Second Button" />

      35:         </Titles>

      36:       </LocLabel>

  11. In total We have added the CustomActions   for Group and the Scaling for the group
  12. In the Group we created the buttons
  13. For buttons we have added the Command Definitions and Corresponding the Labels
  14. Zip the Solution and import it to CRM and navigate to opportunities  you can see the desired result
  15. Download the  Complete solution from here

Note:This post solution contains the customizations of the earlier post as well


One Response to Ribbon Customization-Part 6-Add a Custom Group and Custom Buttons to Existing Tab for a Specific Entity(Opportunity Entity)

  1. Pingback: Dynamics CRM 2011 Ribbon Customization Index « Siva's Dynamics CRM 2011 Blog

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