Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Adding a new button to an existing ribbon group for all entities


Like the Site Map, the ribbon too can be edited in two ways:

  • Editing the ribbon manually

  • Editing the ribbon using a ribbon editor.

There are multiple ribbon editor solutions available at www.codeplex.com. But unlike the SiteMap Editor, these ribbon editor tools are an open source tool and not published by Microsoft.

Here, we will discuss how to edit the ribbon manually. We will consider a few examples to illustrate how to edit the ribbon. Editing a ribbon can be done manually by modifying the customization.xml file of the exported solution.

Getting ready

The following is what we wish to achieve in this recipe:

  • Add a button with the title Bing in the form of every entity

  • The button should appear in the Process group of the main tab

  • When the user clicks on this button, it should launch www.bing.com

The following screenshot shows how the final output will look:

How to do it…

Follow these steps to add a new button (Bing) to an existing group...