Book Image

Microsoft Dynamics CRM 2011 New Features

By : Jim Wang, Darren Liu
Book Image

Microsoft Dynamics CRM 2011 New Features

By: Jim Wang, Darren Liu

Overview of this book

Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud. Finally we will package the ACM solution and learn how to deploy it.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 New Features
Credits
About the Authors
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Working with Ribbons


I hope that you now understand the different ribbon types within Microsoft Dynamics CRM. Let's add a custom button, and also hide some buttons in the ACM system. To add or hide buttons, the first step is to export the entity definition. In this example, we are going to modify the Crew Member entity ribbon.

Note that it is recommended to create a solution for each of the entities for which you want to modify the ribbon. That way, the size of the customization file will be smaller and easier to manage. Also, for the purpose of editing the ribbon, you do not have to include the required component in the solution that you are going to export.

Exporting Ribbon definitions

  1. Navigate to Settings and then click on Customization.

  2. Click Solutions.

  3. Click New.

    Enter the Display Name, Unique Name, and Version number. In our example, we are going to enter "Contact" for Display Name, select the default ACM publisher, and "1.0.0.0" as the version number:

  4. Select Publisher.

  5. Click the Save icon...