With the release of Dynamics 365 Wave 2, Microsoft has introduced an exciting feature that streamlines the process of customizing the ribbon through Power Apps. This allows customizing the ribbon in less time. Customizing the ribbon is an effective way to enhance user interactions by adding tailored buttons and commands that align with your specific business needs. These customizations help simplify workflows and create a more intuitive CRM interface.

Using the Ribbon Workbench in XrmToolBox, you can seamlessly add new functionalities, such as custom actions, directly into a form’s ribbon. This allows you to create a more efficient and personalized user experience. In this guide, we’ll walk you through the steps to add ribbon button customization to a form in Dynamics 365.

Below is a step-by-step guide to help you add a ribbon to a form in Dynamics 365:

1. Prerequisites

Before you start, make sure you have:

• System Administrator or System Customizer role in Dynamics 365.
• Dynamics 365 SDK and Ribbon Workbench.
• Develop1 Smart Buttons solution (to be imported in CRM).

2. Ribbon Workbench Installation

• Go to the official website of the XrmToolBox and download the application.
• After downloading, launch the app and connect it to your Dynamics 365 environment.
• From the pop-up below, select Microsoft Login Control.
• Again, select Microsoft Login Control.
• Select Office 365, display the list of available organizations & show advance then it will ask for your credentials. After providing the credentials click login.
• After successful login it will show the available environments in your tenant.
• After the selection of environment, go to the XrmToolBox -> select tool library then click ribbon workbench to install it.

3. Open Ribbon Workbench

• In XrmToolBox, from the list of tools, click on the Ribbon Workbench. After installation, pick the solution where you need to modify the ribbon.
• Note: The solution should contain just the entities. No forms, fields, views, or other related components should be included, as this can prevent the solution from loading correctly in the Ribbon Workbench.

4. Ribbon Customization

• After the selection of the solution, Ribbon Workbench will load the entities included in the solution.
• Select the desired entity for the ribbon customization.
• Go to the specific command bar/ ribbon which needs to be customized.
• Note: For using smart buttons there is a 3^rd party solution (Develop1 Smart Buttons Solution) which needs to be imported into the CRM instance before loading a solution for ribbon customization.
• Select and drag the run workflow button from the toolbox onto the ribbon area where you want it to appear.
• Here we have implemented a button to run a workflow so therefore we have to configure the following i.e. workflow name, workflow start confirmation text and success & failure message.
• This process of adding a button to run a workflow is now complete. Now, just publish it. The screenshot below shows the button displayed on the form of the desired entity.

Note

As in the above scenario, we are implementing a button that can run our workflow or process so for that we have added a smart button by first importing the smart button solution in the environment. However, any normal button can be used by following the same process be default without importing any 3^rd party solution.

• Ribbon Workbench also provides an out-of-the-box feature, if you need the button to execute custom logic, select “Button” and drag it to the ribbon/ command bar, and add JavaScript code. Make certain the script is included in the web resources and appropriately referenced in your command.
• Ribbon workbench also allows to set conditions under which the button will be visible. For example, you might want a button to only appear for certain user roles or when specific criteria are met. This allows for greater control over who can access certain functionalities and under what circumstances.

After all the button configurations and their commands, save your alterations in Ribbon Workbench.

• Publish the customizations to apply them to your Dynamics 365 instance.
• After done with publishing, refresh your Dynamics 365 app to see the modifications.

Conclusion

Using Ribbon Workbench is a powerful way to enhance the Visibility of Ribbon/ Command Bar in Dynamics 365. By following the steps above, you can add custom buttons, commands, and actions to improve your CRM system’s efficacy. Recall testing comprehensively and follow best practices to ensure a smooth deployment. Hopefully, this short Power Apps ribbon button customization guide will be very helpful for you.