Enhancing the user experience within Microsoft Dynamics 365 requires customizing the Ribbon interface. The Ribbon serves as the primary command bar, but its default configuration may not meet specific organizational needs. Ribbon Workbench is a powerful tool designed for Dynamics 365 customization, enabling users to create, modify, and manage their own Ribbon interfaces without coding expertise.
In this guide, we'll explore Ribbon Workbench creation, providing an overview of its purpose and how it fits into the customization ecosystem. We'll cover setting up the tool, customizing the Ribbon's elements, advanced techniques like conditional visibility rules, and best practices to optimize your customizations.
By the end, you'll possess the skills to create compelling Ribbon interfaces that enhance user productivity and satisfaction within Dynamics 365. Let's dive into the world of Ribbon Workbench customization and elevate your Dynamics 365 experience.
STEP 1:To create a ribbon, we first need to have a solution which in our case is the solution named “Ribbon Customization 1”. Inside our Solution we need to add the required Dataverse table. Click on Add -> Add existing Tables, as shown
STEP 2: We need to skip the selection of “include all objects” because we don’t need the data of the table as it will increase the download time when we further download the solution under ribbon customization. So, Click on Next.
STEP 3: After the Table is successfully added to the solution, we need to go ahead and download package as we don’t get the option to work on ribbon workbench by default under Customizations.
You can download the Ribbon Workbench Package online.
· Click on ‘Import Solution’ and select ‘Browse’-> ‘Open’ -> ‘Next’ to import the downloaded file.
· We can now see the imported ribbon workbench solution.
STEP 4: After the package is successfully downloaded and imported into the same solution, we need to click on “Advanced Settings” from the settings on top right.
Then we need to select Customizations -> Ribbon workbench
After selecting ribbon workbench, the screen below appears from where we need to search Our Solution which has the table and the downloaded package.
Search the name of Solution, select and then click ok
Now, we can add buttons in Form, SubGrid and Home.
The left toolbox displays the list of buttons we can add including smart buttons having specific functionalities.
Open Dialog
Now we will see how we can create an open dialog smart button.
· Click on ‘Open Dialog’ in the left panel.
· Select ‘Ok’
· Select ‘Open Dialog’ and drag it wherever you want to add the button. Here, it is added in the Form beside the ‘New’ button.
· Click on the button we just added in the Form Section. Fill in the details as required and provide the link to your application you want to open in the Dialog URL section as shown below:
· We can provide the desired height and width for our dialog box alongwith the label and title we want.
· We can also change the Icon and background images by changing and selecting from the Image 16 and Image 32 options.
· After filling in the details click on ‘Publish’ on the extreme top and select ‘Ok’.
· Now we need to open our application and add our table ‘Ribbon Customization’ into the app.
Click on the table and select the record.
· We can see the Open Dialog button we created- ‘Search Result app’ in the top bar.
We can now click on it and our App will open in the dialog box.
For further queries or demos please comment below or contact us.
For any consultant/support work on O365/ development, contact us or visit our website www.sigilotech.com
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