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Dynamics CRM 2011 Ribbon Customization

Posted on 2011-10-17
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In Dynamics CRM 2011, is it possible to (1) add a custom button to the ribbon of a custom entity and (2) use said button to kickoff a workflow?
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Question by:rdracer58
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Feridun Kadir earned 2000 total points
ID: 36979347
The answer to 1) is yes.  Review the topic Customize the Ribbon for Microsoft Dynamics CRM in the CRM 2011 SDK.

Not sure about 2). Is using the existing button to start a workflow not acceptable?

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by:Feridun Kadir
Feridun Kadir earned 2000 total points
ID: 36979375
Here is a screenshot with the Workflow button for a custom entity.
The button only shows if there are any activated workflows for the entity.
Workflow.JPG
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by:rdracer58
ID: 36979396
We would just like to make it slightly more obvious to run a specific workflow than to have users select eh "Run Workflow" button. Are there also any good resources outside of the SDK somewhere online with specific steps on customizing the ribbon?
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by:Feridun Kadir
Feridun Kadir earned 2000 total points
ID: 36979407
Well as it happens, this chap http://mscrmtools.blogspot.com/ has a little tool for customizing the ribbon (and a few others).
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by:rdracer58
ID: 36979433
Spectacular, the tool is perfect! Thanks!
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