ribbon workbench dynamics365

What are Quick Actions – D365

In this post we will see what are quick actions and how we can enable quick actions ( Assign, Share and Email a Link ). Quick actions are some actions that are directly available while doing quick search for the ‘Quick Actions’ configured entity. With the help of Quick Action facility we can directly doContinue reading “What are Quick Actions – D365”

Dataverse Search

Dataverse search button is available on all the pages of Model Driven App. With the help of Search button and Dataverse search enabled, we can type and get our information quickly. We will learn ‘How to Enable Dataverse Search’ in my next post. Dataverse search is a text based search and can search only onContinue reading “Dataverse Search”

Default View – Dynamics 365

In below post, we will see how we can default an entity view in the dynamics. In this post, I have taken an example of ‘Client’ entity and I am trying to Default ‘Active Clients’ view. Follow my blog or Subscribe my YouTube channel for more. 🙂

Convert Multi Line field to Rich Text – Dynamics 365

Aim: To convert Multi Line field to Rich text field. In this example, I have one multi line text field ‘Issues Description’ in ‘Issues Entity’ . So we will convert this field to Rich Text field. Open Form Editor. Select ‘Issue Description field and click on ‘Change Properties’ and select ‘Controls’ tab at the end.Continue reading “Convert Multi Line field to Rich Text – Dynamics 365”

Add Flyout button in Form/Subgrid- Dynamics 365

In this post we will try to add a flyout button in Case Subgrid. Open Ribbon workbench and load solution which contains Case/Incident entity. If you are new and want to understand how we can install and download ribbon workbench then you can check video here or blog here. Once ribbon workbench is open, clickContinue reading “Add Flyout button in Form/Subgrid- Dynamics 365”

Link Ribbon button with JavaScript Action – D365

Before we begin, we should have ribbon workbench installed or XRM toolbox available. Aim: In my previous post we have created solution and added ‘Link’ button. Now, in below steps we will add a JavaScript action on ‘Link’ button. To explain this, I am taking an example which will navigate user to ‘Issue’ entity newContinue reading “Link Ribbon button with JavaScript Action – D365”

Add Custom button on Ribbon – D365

Before we begin, we should have Ribbon workbench installed or XRM tool box available. Please Download and Install Ribbon workbench from here or if you are using XRM toolbox then it can be downloaded from here. Aim: We are trying to add a custom button on case entity form. Button name will be link. Let’sContinue reading “Add Custom button on Ribbon – D365”

Download and Install Ribbon Workbench – D365

Before we begin we should be having below 2 things ready. Trial Instance: You can refer this video to create D365 trial instance with latest UI. Download XRM Tool box from here. Now, Let’s Begin. First step is to download the Ribbon Workbench. So to download it, navigate to this link and follow below steps:Continue reading “Download and Install Ribbon Workbench – D365”