Friday, October 21, 2011

New CRM 2011 Ribbon Editing Tool

Phew! So it's Friday night and for the past week I've been between jobs (i.e, unemployed), so I've finally had the time to create a tool that I've been wanting to build for a while.  So here is a new tool for customizing ribbons on Microsoft Dynamics CRM 2011. 

It's different from other ribbon editors available because it shows a full real-time preview of what the ribbon will look like in CRM, and it should eliminate the need to spend hours studying the ribbon XML schema in the CRM SDK before trying to add a new button to a ribbon. No more scrolling through pages of XML looking for the ID of the element you want to insert your button into. Just click "New Button", position it where you want, then define the actions and enable rules or display rules. Then click "Save" to save the changes back to CRM.



I'll post more about this project later, but for now you can find it at http://crmvisualribbonedit.codeplex.com/
It's currently in a beta state and still need alot of testing, but please check it out!

-Erik Pool

15 comments:

  1. WOW, Erik, this is a magnificent piece of work! Right approach and nice implementation, very well done. Thanks for sharing.

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  2. Will definitely be trying this out when I get into the office on Monday

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  3. Thanks Erik for such a wonderful tool. It will be of immense help to everyone.

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  4. While connecting online crm using the above tool...i get "Failed to connect to crm" message...What i need to do...

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  5. Suray, I got the same error this morning. I think there's something I need to fix with the way it connects to CRM online. In the meantime you can get around the problem by deleting the LiveDeviceID folder in your windows user folder (C:\Users\[username]\LiveDeviceID). The folder will be re-created when you connect.

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  6. excellent stuff. A great contribution to the community. I will promote it on my blog

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  7. it makes editing the ribbon 1 million times easier, thanks a lot

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  8. Great tool. Keep up the good work.

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  9. This is awesome tool. Great contribution!

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  10. This is really awesome Erik. Thanks a million

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  11. This comment has been removed by the author.

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  12. Thank you Eric for sharing it.

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  13. Great tool! Helped me out a bunch... but I do have a question. How would I go about using this to create a button that does the following:

    1. Is located in the main Account ribbon.
    2. Opens new Related Incident for that Account.

    In other words, I want to be able to create a related incident right from the ribbon when the account loads up without having to scroll down, select incidents section, and clicking New there.

    Thanks!

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  14. Hello,

    I am getting this error when after I connect to the organisation.

    Exception: ArgumentException
    Message: 1 is not a supported code page.
    Parameter name: codepage

    Any help please, this tool would save me a ton of time!

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  15. This is an excellent tool and the best ribbon editors among those that I've used.
    Thanks a lot for making my life easier editing ribbon buttons with a few clicks.

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