Customize commands and the ribbon

 

Applies To: Dynamics CRM 2013

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online has an updated user experience and one of the major changes is in the way that commands are presented. In most places in the web application you will see a command bar instead of a ribbon. CRM for tablets also uses data defined as ribbons to control what commands are available using a command bar that is optimized for touch.

The command bar provides a new way of displaying commands and provides better performance.

The ribbon is still displayed in the web application for certain entity forms and it is still used for list views in Microsoft Dynamics CRM 2013 for Microsoft Office Outlook.

Both the command bar and the ribbon use the same underlying XML data to define what commands to display, when the commands are enabled, and what the commands do.

The topics in this section introduce you to key concepts that you must understand, and common tasks you perform when you customize the command bar or the ribbon.

Note

Because the underlying XML schema was designed to display commands as ribbons, the term ribbon will continue to be used in the documentation.

The SDK describes the process of editing the ribbon by editing the customization.xml file directly. Several people have created ribbon editors that provide a user interface to make editing the ribbon easier. Currently the following projects are available on CodePlex and other locations:

To obtain support or help to use these programs, contact the program publisher.

In This Section

Ribbons available in Microsoft Dynamics CRM 2013

Export ribbon definitions

Export, prepare to edit, and import the ribbon

Use localized labels with ribbons

Define ribbon commands

Define ribbon enable rules

Define ribbon display rules

Define ribbon actions

Pass Microsoft Dynamics CRM 2013 data from a page as a parameter to Ribbon Actions

Define custom actions to modify the ribbon

Define scaling for ribbon elements

Define ribbon tab display rules

Pass parameters to a URL by using the ribbon

Sample: Export ribbon definitions

Ribbon XML reference

Ribbon core schema

Ribbon types schema

Ribbon WSS schema

Extend the metadata model

Customize visualizations and dashboards

Customize entity views

Customize global option sets

Service calendar appearance configuration

Publish customizations

When to edit the customizations file

Developers guide to customization for Microsoft Dynamics CRM 2013

Change application navigation using the SiteMap

Customize entity forms

Write code for Microsoft Dynamics CRM 2013 forms

Web resources for Microsoft Dynamics CRM 2013

JavaScript libraries for Microsoft Dynamics CRM 2013