Saturday, August 23, 2025

Dynamics 365 CRM/CE Command Button/Ribbon Button Customizations

In this post we are going to explain to you how to work with Dynamics 365 CRM/CE Command/Ribbon button. Sometimes you will get the requirements to Add new button on Form, Tab and Subgrid.

Following are the some scenarios where you can use this.

1. Add or Remove button on Form, Grid and Sub-grid.
2. Hide and Show the buttons.
3. Customize the existing button functionality. etc

There are two ways to work on these Command/Ribbon button.

1. Power Apps
2. RibbonWorBench


1. Power Apps: 

1.1. Go to make.powerapps.com => Apps => Select your App (in which app you want to perform the operation) => Click on 3 dot => Edit => Edit in new tab.

1.2. Now select your Entity/Table View (Here I am using Account Entity/Table) => Edit command bar => Edit in new tab => 
1.3. Select the area where you want to customize operation. Here I am going to perform operation on Form.
1.4. Click on New to add the Button and Command. Once you add the right side you can give the name and library function.


2. Ribbon Work Bench:
2.1. To work with Ribbon WorkBench you have to create the Solution and add the only Entity/Table without any components. Here We created the solution with name RibbonCustomization and added the only Account entity without any objects/components.

2.2. Open the Ribbon Workbech Tool from Solution or XrmToolBox.
       Here we are going to use RibbonWorkBench from XrmToolBox.
 

Now add the New button from left side Option => give button label and image => and Image icon(Here We are used the icon web resource of .png format)
Once you add your button you have to add the Command, Action, Enable Rule and Display Rule.

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