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Display Ribbon Button for specific left navigation pane link of CRM 2011

Light up a DisplayRule for the Button

Next, we will add a ‘Display Rule’ by right clicking on it and selecting ‘Add New’. This rule will specify when to display the button and when not to.

We are going to click on Steps and we will be presented with a window. Selecting ‘Add’ brings up a second window where we select ‘Page Rule’ and click OK.

Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 11
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 11
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 12
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 12
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 13
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 13

Now, here comes the actual trick. We will be providing the ‘Address’ of the page for which the Ribbon Button would be shown. Here we are going to display the button for the ‘Administration’ link under ‘Settings’.

Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 14
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 14

Keeping the window open let’s head back to the Dynamics CRM portal. Click on ‘Administration’ and press F12 to bring up the IE Developer Window.

Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 15
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 15

Click on the pointer icon and select the ‘Administration’ link. It will be highlighted with a blue border.

Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 16
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 16

In the html markup that we can see, will copy the line beginning with the anchor tag (<a tabIndex=”0″…..) and paste it in notepad. Locate the attribute “url”. Now you will find that the URL also contains the Organisation name; we won’t need that, so we will be copying only the part “/tools/Admin/admin.aspx”.

Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 17
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 17
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 18
Display Ribbon Button for specific left navigation pane link for CRM 2011 – Image 18

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Published inDynamics CRM 2011Tutorials Dynamics CRM 2011

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