Create custom ribbon buttons to use with Dialogs For Unified Interface.
Prerequisites
Creating a custom ribbon button can be achieved with Ribbon Workbench.
To install Ribbon Workbench on your instance of Dynamics:
Go to Settings > Solutions.
Click 'Import' and select the zipped Ribbon Workbench folder.
Follow the prompt instructions.
Installation
Having installed Ribbon Workbench for your Dynamics instance, follow the steps below for each object (i.e. Contact, Account etc). The example below will use the Contact object:
Click the 'Ribbon Workbench' button.
Add Contact through CRM Settings > Solutions > New.Enter the name as 'Contact', the publisher and a version number (e.g. 1.0.0.0) and the display name as 'Contact'.
From the left side of the same screen, select Components > Client Extensions > Add Existing > Application Ribbons.
Within the same solution that you named earlier (Contact), click Components > Web Resources > New.Upload the two icons provided, named 'data8icon16.png' for the 16x16 image, and 'data8icon32.png' for the 32x32 image.The display name should be set to the same as the name, and the type set as 'PNG'.
Your solution should have 4 components, Application Ribbons, Contact, and 2 icons.
Configuration
After creating the Contact component, follow the instructions below to configure the component to run your dialogs.
Go back to CRM, Settings > Solutions > Ribbon Workbench.
Load the solution that you named earlier (Contact).
In the command bar, change the entity from 'Application Ribbon' to the Contact.
Drag a button from the toolbox to the 'Contact.MainTab' (or appropriate).
In the property panel, choose the images you uploaded earlier and enter 'Run Dialog' in the Label.
In the 'Solution Elements' tab within the command bar, click the '+' sign next to the command to add the action to the ribbon button.
The command will already have an 'ID', click 'Add Action' and enter "https://www.data-8.co.uk/" in the address field.
Go back to the solution elements and select the button.
