Dynamics CRM 2011 Ribbon Customization Index
May 5, 2011 Leave a comment
Here I am listing the index for my posts For Ribbon Customization
Ribbon Customization-Part 6-Add a Custom Group and Custom Buttons to Existing Tab for a Specific Entity(Opportunity Entity)
April 28, 2011 1 Comment
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
- 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
- As usual create a new solution with the Opportunity entity, save and export it
- unzip the solution and Edit the “customizations.xml”
- 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\
- 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
- 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>
6:7: <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>
- Added the corresponding CommandDefinition as shown in the below code snippet
- In total We have added the CustomActions for Group and the Scaling for the group
- In the Group we created the buttons
- For buttons we have added the Command Definitions and Corresponding the Labels
- Zip the Solution and import it to CRM and navigate to opportunities you can see the desired result
- Download the Complete solution from here
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>
11:
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>
Note:This post solution contains the customizations of the earlier post as well
Ribbon Customization-Part 4-Add a Custom Tab, Custom Group and Custom Buttons to a Grid Ribbon for a Specific Entity(Opportunity Entity)
April 27, 2011 2 Comments
In my earlier post we have seen how to add a custom tab to a specific entity
Today I am going to perform the following tasks
- Adding a Custom Group to the CRM 2011 Ribbon for a specific entity( I am taking opportunity entity for this purpose)
- Adding a Custom Buttons to the Custom Group With the Specific Actions for the Buttons
- On Click of First Button we will open the “www.microsoft.com”
- On Click of the Second Button we will call a simple Java script function Which exists in a web resource.
Coming to the Actions in sequence,
- Create a new Solution called “OpportunitySolution” and add Opportunity entity and a newly created web resource called ”ShowMessage.js” with the following Code
1: function show(Val)
2: {
3: alert("Button "+Val+" action performed.");
4: }
- Publish the customizations
- Export the Solutions and Save
- Unzip the Solution and Edit the customizations.xml with any XML Editor I prefer VS 2010.
- search for <Entity> as shown the below screenshot Collapse the <FormXML> tag then you can see the <RibbonDiffXML> for the opportunity
- Add the CustomActions to the RibbonDiffXMLwith the below code
- Add the Templates with the following code
- Add the <<CommandDefinitions>> with the below code
- Observe how I have added the Actions for the buttons ,generally actions are performed by ribbon controls and these are of 2 types
- Java script functions
- Opening an UL
- If you observe the First button action is “Opening an URL”
- For the Second Button action is –On click of the Button it would show the Message from the Java Script Function and also passing a string parameter from the Ribbon control to the JavaScript function
- Add the <<RuleDefinitions>> with the Following code
- In the Rule Definition I specified exclusively that the buttons should appear on the Grid Ribbon only. Not on the Form Ribbon and Sub Grid Ribbon
- Add the <LocLables> with the below code
- Check the below screenshots for the functionality
- Initial display of the buttons on the Opportunity Entity Grid ribbon
- On Click of the first button an window will open with the URL www.microsoft.com as shown the below screenshot
- On Click of the second Button the result look like below screenshot and the “2” is the string parameter we passed to the JavaScript function
- You can download the Complete Solution from here
1: <CustomActions>
2: <CustomAction Id="Sample.Grid.opportunity.CustomTab.CustomAction" Location="Mscrm.Tabs._children" Sequence="40">
3: <CommandUIDefinition>
4: <Tab Id="Sample.Grid.opportunity.CustomTab" Command="Sample.Grid.opportunity.CustomTab" Title="$LocLabels:Sample.opportunity.CustomTab.Title" Description="$LocLabels:Sample.opportunity.CustomTab.Description" Sequence="500">
5: <Scaling Id="Sample.Grid.opportunity.CustomTab.Scaling">
6: <MaxSize Id="Sample.Grid.opportunity.CustomTab.FirstGroup.MaxSize" GroupId="Sample.Grid.opportunity.CustomTab.FirstGroup" Sequence="10" Size="LargeMedium" />
7: </Scaling>
8: <Groups Id="Sample.Grid.opportunity.CustomTab.Groups">
9: <Group Id="Sample.Grid.opportunity.CustomTab.FirstGroup" Command="Sample.Grid.opportunity.FirstGroup" Sequence="10" Title="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.Title" Template="Mscrm.Templates.3.3">
10: <Controls Id="Sample.Grid.opportunity.CustomTab.FirstGroup.Controls">
11: <Button Id="Sample.Grid.opportunity.CustomTab.FirstGroup.FirstButton" ToolTipTitle="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.FirstButton.LabelText"
12: ToolTipDescription="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.FirstButton.ToolTipDescription"
13: Command="Sample.Grid.opportunity.FirstButton"
14: Sequence="10"
15: LabelText="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.FirstButton.LabelText"
16: Alt="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.FirstButton.LabelText"
17: Image16by16="/_imgs/ribbon/AddEmail_16.png"
18: Image32by32="/_imgs/ribbon/Email_32.png" TemplateAlias="o1" />
19: <Button Id="Sample.Grid.opportunity.CustomTab.FirstGroup.SecondButton"
20: ToolTipTitle="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.SecondButton.LabelText"
21: ToolTipDescription="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.SecondButton.ToolTipDescription"
22: Command="Sample.Grid.opportunity.SecondButton"
23: Sequence="20"
24: LabelText="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.SecondButton.LabelText"
25: Alt="$LocLabels:Sample.opportunity.CustomTab.FirstGroup.SecondButton.LabelText"
26: Image16by16="/_imgs/ribbon/AddEmail_16.png"
27: Image32by32="/_imgs/ribbon/Email_32.png" TemplateAlias="o1" />
28:
29: </Controls>
30: </Group>
31: </Groups>
32: </Tab>
33: </CommandUIDefinition>
34: </CustomAction>
35: </CustomActions>
1: <Templates>
2: <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
3: </Templates>
1: <CommandDefinitions>
2: <CommandDefinition Id="Sample.Grid.opportunity.CustomTab">
3: <EnableRules>
4: <EnableRule Id="Mscrm.Enabled " />
5: </EnableRules>
6: <DisplayRules>
7: <DisplayRule Id="Mscrm.CanWriteOpportunity" />
8: </DisplayRules>
9: <Actions />
10: </CommandDefinition>
11: <CommandDefinition Id="Sample.Grid.opportunity.FirstGroup">
12: <EnableRules>
13: <EnableRule Id="Mscrm.Enabled " />
14: </EnableRules>
15: <DisplayRules>
16: <DisplayRule Id="Mscrm.CanWriteOpportunity" />
17: </DisplayRules>
18: <Actions />
19: </CommandDefinition>
20: <CommandDefinition Id="Sample.Grid.opportunity.FirstButton">
21: <EnableRules/>
22: <DisplayRules/>
23: <Actions>
24: <Url Address ="http://www.microsoft.com"></Url>
25: </Actions>
26: </CommandDefinition>
27: <CommandDefinition Id="Sample.Grid.opportunity.SecondButton">
28: <EnableRules/>
29: <DisplayRules/>
30: <Actions>
31: <JavaScriptFunction Library="$webresource:new_/ShowMessage.js" FunctionName="show">
32: <StringParameter Value="2" />
33: </JavaScriptFunction>
34: </Actions>
35: </CommandDefinition >
1: <RuleDefinitions>
2: <TabDisplayRules>
3: <TabDisplayRule TabCommand="Sample.Grid.opportunity.CustomTab">
4: <EntityRule EntityName="opportunity" Context="HomePageGrid" />
5: </TabDisplayRule>
6: </TabDisplayRules>
7: <DisplayRules/>
8: <EnableRules />
9: </RuleDefinitions>
1: <LocLabels>
2: <LocLabel Id="Sample.opportunity.CustomTab.FirstGroup.FirstButton.LabelText">
3: <Titles>
4: <Title languagecode="1033" description="First Button" />
5: </Titles>
6: </LocLabel>
7: <LocLabel Id="Sample.opportunity.CustomTab.Description">
8: <Titles>
9: <Title languagecode="1033" description="A custom tab for the Opportunity entity." />
10: </Titles>
11: </LocLabel>
12: <LocLabel Id="Sample.opportunity.CustomTab.FirstGroup.Title">
13: <Titles>
14: <Title languagecode="1033" description="First Group" />
15: </Titles>
16: </LocLabel>
17: <LocLabel Id="Sample.opportunity.CustomTab.FirstGroup.FirstButton.ToolTipDescription">
18: <Titles>
19: <Title languagecode="1033" description="The first button in the first group." />
20: </Titles>
21: </LocLabel>
22: <LocLabel Id="Sample.opportunity.CustomTab.Title">
23: <Titles>
24: <Title languagecode="1033" description="Custom Tab" />
25: </Titles>
26: </LocLabel>
27: <LocLabel Id="Sample.opportunity.CustomTab.FirstGroup.SecondButton.LabelText">
28: <Titles>
29: <Title languagecode="1033" description="Second Button" />
30: </Titles>
31: </LocLabel>
32: <LocLabel Id="Sample.opportunity.CustomTab.FirstGroup.SecondButton.ToolTipDescription">
33: <Titles>
34: <Title languagecode="1033" description="The second button in the first group." />
35: </Titles>
36: </LocLabel>
37: </LocLabels>
Happy Learning 
Ribbon Customization-Part 3-Add a Custom Tab to a Specific Entity(Opportunity Entity)
April 13, 2011 1 Comment
In this post we will see how to add a custom tab to specific entity. I am choosing to add a Custom Tab with name “myCustomTab” to the “Opportunity” Entity
- Create a new solution and add the opportunity entity save and export the solution
- Unzip the solution and open the customization file in visual studio
- Make sure that you enable the Intellisense for visual studio 2010 to edit the xml files as discussed in my earlier post
- AS the customization file consists of the entire entity we need to find out where the RibbonDiffXML. you can see <RibbonDiffXml> by minimizing the <FormXml> as shown in the below screenshot
5. To understand the structure of the Ribbon available for Opportunity entity SDK has given all entity ribbon xmls and you can find out at sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml\ and you can select the “opportunityribbon.xml” in the Visual studio.
6. Understand how the existing tabs has been created in the “opportunityribbon.xml” and refer my earlier posts for better understanding on Ribbon customization.
7. The <RibbonDiffXml> in the Opportunity entity appears as below
<RibbonDiffXml>
<CustomActions>
<CustomAction Id =”Mscrm.Isv.GlobalCustomAction” Location=”Mscrm.Tabs._children” Sequence=”500″ Title=”myCustomAction” >
<CommandUIDefinition>
<Tab Id=”Mscrm.HomepageGrid.opportunity.CustomTab” Command=”Mscrm.HomepageGrid.opportunity.CustomTab” Title=”myCustomTab” Description=”myCustomTab” Sequence=”300″>
<Scaling Id=”Mscrm.HomepageGrid.opportunity.CustomTab.Scaling”>
<MaxSize Id=”Mscrm.HomepageGrid.opportunity.CustomTab.CustomGroup.MaxSize” GroupId=”Mscrm.HomepageGrid.opportunity.CustomTab.CustomGroup” Sequence=”20″ Size=”LargeMedium” />
<Scale Id=”Mscrm.HomepageGrid.opportunity.CustomTab.CustomGroup.Scale.1″ GroupId=”Mscrm.HomepageGrid.opportunity.CustomTab.CustomGroup” Sequence=”120″ Size=”LargeSmall” />
</Scaling>
<Groups Id=”Mscrm.HomepageGrid.opportunity.CustomTab.Groups”>
</Groups>
</Tab>
</CommandUIDefinition>
</CustomAction>
</CustomActions>
<Templates>
<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>
</Templates>
<CommandDefinitions/>
<RuleDefinitions>
<TabDisplayRules>
<TabDisplayRule TabCommand =”Mscrm.HomepageGrid.opportunity.CustomTab” >
<EntityRule AppliesTo =”SelectedEntity” EntityName =”opportunity” Context =”HomePageGrid”/>
</TabDisplayRule>
</TabDisplayRules>
<DisplayRules/>
<EnableRules />
</RuleDefinitions>
<LocLabels/>
</RibbonDiffXml>
8. The end Result is as shown in the below screenshot
9. Download the unmanaged solution from here
MS Dynamics CRM 2011 :Ribbon Customization Part-2-Understanding the Ribbon customization
April 12, 2011 2 Comments
Revisit my earlier post and dig in to the details of how we added a tab and also button to the tab.
- As we need to Add a “Tab” , as we understood from the Post 1, any modifications to the ribbon definitions should be done at <Custom Actions>
- See the picture below,<Custom Action> can contain <Custom Action> or <Hide Action>
RibbonDiffXML
- <Custom Action> should have Id, Location ,Sequence, Title, CommandUIDefinition
So we added the following Custom Action
<CustomAction Id=“Mscrm.Isv.GlobalCustomAction“ Location=“Mscrm.Tabs._children“ Sequence=“100“>
4. < CommandUIDefinition > can contain any type (for ex: button,tab etc.,) what is displayed in the above Screenshot. But we are interested to add Tab,So refer the screenshot for the Properties and the elements Tabtaype contains so we added the following < CommandUIDefinition >
< CommandUIDefinition >
<Tab Id=”Mscrm.Isv.Global” Command=”Mscrm.Isv.Global” Description=”Custom Tab” Title=”Custom Tab” Sequence=”1000″>
<Scaling Id=”Mscrm.Isv.Global.Scaling”>
<MaxSize Id=”Mscrm.Isv.Global.Group0.MaxSize” Sequence=”10″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Large” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Medium” Sequence=”20″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Medium” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Small” Sequence=”30″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Small” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Popup” Sequence=”40″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Popup” />
</Scaling>
<Groups Id=”Mscrm.Isv.Global.Groups”>
<Group Id=”Mscrm.Isv.Global.Group0″ Sequence=”10″ Command=”Mscrm.Isv.Global.Group0″ Title=”Custom Group1″ Description=”Custom Group1″ Template=”Mscrm.Templates.Flexible”>
<Controls Id=”Mscrm.Isv.Global.Group0.Controls”>
<Button Id=”Mscrm.Isv.Global.Group0.Control0″ Command=”Mscrm.Isv.Global.Group0.Control0″ LabelText=”$LocLabels:Mscrm.Isv.Global.Group0.Control0.LocLabel” ToolTipTitle=”$LocLabels:Mscrm.Isv.Global.Group0.Control0.LocLabel” ToolTipDescription=”$LocLabels:Mscrm.Isv.Global.Group0.Control0.ToolTip.LocLabel” Image16by16=”/_imgs/area/18_home.gif” Image32by32=”/_imgs/area/18_home.gif” Image16by16Class=”ms-crm-Upgraded-Ribbon-Image16″ Image32by32Class=”ms-crm-Upgraded-Ribbon-Image32″ Sequence=”10″ TemplateAlias=”o1″ />
</Controls>
</Group>
</Groups>
</Tab>
</CommandUIDefinition>
5. After this we need to specify the <CommandDefinitions> which Specifies a set of rules that control how a ribbon element is displayed and actions to perform that can be referenced by ribbon elements and controls See the below screenshot for how the Command definition should be done
CommandDefinetion Dynamics CRM 2011 ribbon
<CommandDefinitions>
<CommandDefinition Id=”Mscrm.Isv.Global.Group0.Control0″>
<EnableRules />
<DisplayRules>
<DisplayRule Id=”Mscrm.Isv.Global.Group0.Control0″ />
</DisplayRules>
<Actions>
</Actions>
</CommandDefinition>
<CommandDefinition Id=”Mscrm.Isv.Global”>
<EnableRules />
<DisplayRules>
<DisplayRule Id=”Mscrm.Isv.Global” />
</DisplayRules>
<Actions />
</CommandDefinition>
<CommandDefinition Id=”Mscrm.Isv.Global.Group0″>
<EnableRules />
<DisplayRules />
<Actions />
</CommandDefinition>
</CommandDefinitions>
6. Then we need to add the Rule definetions. Please check the below screenshot for the details how the Rule definitions should be configured so we added
<RuleDefinitions>
<TabDisplayRules>
<TabDisplayRule TabCommand=”Mscrm.Isv.Global”>
<PageRule Address=”*” />
</TabDisplayRule>
</TabDisplayRules>
<DisplayRules>
<DisplayRule Id=”Mscrm.Isv.Global”>
<OrRule>
<Or>
<CrmClientTypeRule Type=”Web” />
</Or>
</OrRule>
</DisplayRule>
<DisplayRule Id=”Mscrm.Isv.Global.Group0.Control0″>
<CrmOfflineAccessStateRule State=”Offline” InvertResult=”true” />
</DisplayRule>
</DisplayRules>
<EnableRules />
</RuleDefinitions>
7. At the End we have added thee Lockables where you can specify the text to display in the ribbon labels and tooltips
<LocLabel Id=”Mscrm.Isv.Global.Group0.Control0.LocLabel”>
<Titles>
<Title languagecode=”1033″ description=”Custom Button” />
</Titles>
</LocLabel>
<LocLabel Id=”Mscrm.Isv.Global.Group0.Control0.ToolTip.LocLabel”>
<Titles>
<Title languagecode=”1033″ description=”Custom Button” />
</Titles>
</LocLabel>
</LocLabels>
MS Dynamics CRM 2011 :Ribbon Customization Part-1-Add a custom tab to Microsoft Dynamics CRM 2011 ribbon
April 12, 2011 10 Comments
If you need the basics on Ribbon customization please check my earlier blog MS Dynamics CRM 2011 :Ribbon Customization Part-1
Today we will look at how to add a tab and a custom button to the tab to the existing CRM 2011 ribbon
- Create a new Solution with the name ‘AddCustomTabSolution’
- Add the Exisitng’ApplicationRibbon’ to the above solution
- Save and Export the solution
- Unzip the Solution , Edit the Customization File.
- The open the customization file it appears as below.
<ImportExportXml xmlns:xsi=”http://www.w3.org/2001/XMLSchema-instance”>
<Entities></Entities>
<Roles></Roles>
<Workflows></Workflows>
<FieldSecurityProfiles></FieldSecurityProfiles>
<Templates />
<RibbonDiffXml>
<CustomActions />
<Templates>
<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>
</Templates>
<CommandDefinitions />
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules />
<EnableRules />
</RuleDefinitions>
<LocLabels />
</RibbonDiffXml>
<EntityMaps />
<EntityRelationships />
<OrganizationSettings />
<optionsets />
<Languages>
<Language>1033</Language>
</Languages>
</ImportExportXml>
6. Now our task is to add a Tab to the Ribbon . as from our earlier post we know that whatever we need to do(Add, Remove, Hide items) on the Ribbon we need to do under CustomActions
7. Adding a Custom Action By Specifying the CustomAction
<CustomAction Id=”Mscrm.ISV.MyCustomTabAction” Location=”Mscrm.Tabs._children” Sequence=”1000″>
<CommandUIDefinition><Tab Id=”Mscrm.ISV.MyCustomTab” Command=”Mscrm.ISV.MyCustomTabCommand” Description=”Custom Tab” Title=”Custom Tab” Sequence=”1000″>
<Scaling Id=”Mscrm.Isv.Global.Scaling”>
<MaxSize Id=”Mscrm.Isv.Global.Group0.MaxSize” Sequence=”10″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Large” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Medium” Sequence=”20″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Medium” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Small” Sequence=”30″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Small” />
<Scale Id=”Mscrm.Isv.Global.Group0.Scale.Popup” Sequence=”40″ GroupId=”Mscrm.Isv.Global.Group0″ Size=”Popup” />
</Scaling>
<Groups Id=”Mscrm.Isv.Global.Groups”>
<Group Id=”Mscrm.Isv.Global.Group0″ Sequence=”10″ Command=”Mscrm.Isv.Global.Group0″ Title=”Custom Group1″ Description=”Custom Group1″ Template=”Mscrm.Templates.Flexible”>
</Group>
</Groups>
</Tab>
</CommandUIDefinition>
</CustomAction>
8. Specify the Command Definition
<CommandDefinitions>
<CommandDefinition Id=”Mscrm.ISV.MyCustomTabCommand”>
<EnableRules />
<DisplayRules>
<DisplayRule Id=”Mscrm.ISV.MyCustomTabCommand” />
</DisplayRules>
<Actions />
</CommandDefinition>
<CommandDefinition Id=”Mscrm.Isv.Global.Group0″>
<EnableRules />
<DisplayRules />
<Actions />
</CommandDefinition>
</CommandDefinitions>
9. Specify the display Rule
<DisplayRule Id=”Mscrm.ISV.MyCustomTabAction”>
<OrRule>
<Or>
<CrmClientTypeRule Type=”Web” />
</Or>
</OrRule>
</DisplayRule>
10. Save the Customization file, Zip the Solution and import the Solution and Refresh the Web page you can see the Custom Tab with the Custom Button inside a Custom Group and the ribbon now looks like as shown in the screenshot.
Adding a Custom Tab to MS CRM 2011
The entire customization file can be Downloaded here .
Unmanaged Solution can be downloaded here
Siva's Dynamics CRM 2011 Blog 