Customizing the Ribbon
Reducing the number of clicks to perform an action is always at the top of any customer's priority list. One way to achieve this is to add buttons to the Dynamics 365 ribbon. In this recipe, we will keep the extension simple and add a button labeled Packt to open a new browser window that navigates to the Packt website.
Getting ready
In order to customize the Dynamics 365 ribbon, you can either edit the XML manually or you can use a ribbon editing tool. Microsoft MVP Scott Durow has done such a good job implementing his Ribbon Workbench that I seldom use anything else to edit Dynamics 365 ribbons. In order to get the Ribbon Workbench, you can either get it as part of the Microsoft MVP Tanguy Touzard's XrmToolBox, or you can download the managed solution from https://www.develop1.net/public/rwb/ribbonworkbench.aspx. A System Customizer or higher role is required to edit the ribbon XML.
How to do it
- Import the
Ribbon Workbenchsolution into your Dynamics 365 instance. - Navigate...
