How to add Custom button in CRM entity ribbon.

The following post is describe the adding custom button in Entity Ribbon using visual ribbon editor.

 

We can download Visual Ribbon Editor from here.                                                                                

                                            

1.Open Ribbon editor application.                                                                                                          

 

 

 

2.Click on sever connection button( first button ) to connect to CRM.                                              

 

3.When server connection get completed, we can open an entity ribbon when click on the "Open"  button. Then we can get entities drop down list. There we can select an entity for add custom button.

 

4. We have three types of ribbons                                                                                                     

a. Form                                                                                 

                  b. Home Page                                                                                         

c. Subgrid                                                                             

 

Form type is selected default. There we can see a button named "New Button" .Just click on that

    to add custom  button                                                                                                                           

 

5. Add Button Name then click ok button.                                                                                



 

 

                                            

6. Now we can see a Custom button in Entity ribbon. Just select the button once ,we can get button information.                                                                                                                                   

 

We have to add image web resources url's for button icon.                                                        

7. We need to add javascript web resource to fire an action when clicked on the button.

8. These are display rules. The rules shows the button in which form type like when creating or When Existing record or both like that.

This way we can add custom button in Entity ribbon in CRM 2011.

I hope it is very useful to CRM guys..

Thank you