Book Image

Microsoft Dynamics 365 Extensions Cookbook

Book Image

Microsoft Dynamics 365 Extensions Cookbook

Overview of this book

Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code.
Table of Contents (19 chapters)
Title Page
Credits
Foreword
About the Author
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Customizing the Ribbon


Reducing the number of clicks to perform an action is always at the top of any customer's priority list. One way to achieve this is to add buttons to the Dynamics 365 ribbon. In this recipe, we will keep the extension simple and add a button labeled Packt to open a new browser window that navigates to the Packt website.

Getting ready

In order to customize the Dynamics 365 ribbon, you can either edit the XML manually or you can use a ribbon editing tool. Microsoft MVP Scott Durow has done such a good job implementing his Ribbon Workbench that I seldom use anything else to edit Dynamics 365 ribbons. In order to get the Ribbon Workbench, you can either get it as part of the Microsoft MVP Tanguy Touzard's XrmToolBox, or you can download the managed solution from https://www.develop1.net/public/rwb/ribbonworkbench.aspx. A System Customizer or higher role is required to edit the ribbon XML.

How to do it

  1. Import the Ribbon Workbench solution into your Dynamics 365 instance.
  2. Navigate...