Monday, July 18, 2011

How to add Custom Groups on the Form of any entity in CRM 2011

Adding Custom Group to any entity's Form's ribbon in CRM 2011.......

Steps:

1.)Export the solution with the required entity(means to which you want to add the custom group).

2.)Search the tab RibbonDiffXml.

3.)Add the Custom Action tab to Custom Actions tab inside RibbonDiffXml tab like below:

NOTE: Take care of Location and the Sequence in the Custom Action tab because Id will be used only for reference use means wherever you are using this the name should be matched but if Location and Sequence is not proper then Custom Group will not be visible on the form ribbon.

And Remember for Adding one custom group we need to add 3 CustomAction tabs:

1st tab for Button.

2nd for MaxSize.

3rd for Scale.

I have shown the format above.

4.) And here I am adding 3 Command definitions because I am having two buttons and one Group command.

For you it depends on your number of buttons like 4 buttons then total 5 Command Definition(if all the four buttons are in one Custom Group).

5.)Now add the RuleDefinitions like this:

NOTE: These all rules we have used in other definitions.

6.) Now at last add LocLabels

NOTE: If you want you can give the static name to the custom group(In CustomAction tab) then there will not be any requirement of this LocLabels but It is a good practice.

7.) Save the all customization and zip to a folder and import it.

8.) Now publish all customization and Refresh the browser.

It will work..Cheers!!

Thanks Dipendu for helping me.

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