Fix Ribbon icons on the Unified Interface in D365 CE

So, since adoption of Unified Interface is growing, people are asking – “What happened to the Ribbon icons?”. Well, a simple answer to this is tweaking the implementation a little.

Typically, you have custom icons on your classic Web UI that look like this –
classicIcon

But the same looks like a puzzle piece in the Unified Interface –
puzzlePiece

So, here’s what you need to do. Icons on the Unified Interface take SVG format. You’ll need to take you existing PNG Web Resources

 

Creating SVG Icons

Like most online services or applications, you can easily convert images to SVG. In this example, I’m using this online tool – https://www.online-convert.com/

Or you can try this too which I found quite a few people recommended – https://www.syncfusion.com/downloads/metrostudio

For this example, I used https://convertio.co/png-svg/ And I got my converted SVG document downloaded.
Now, create a new Web Resource in SVG and Upload the same.
svgWebResource

Ribbon Workbench

Once your Web Resource for the SVG format is set, going back to your Ribbon Workbench customization work space, go to the Button where you wan to update the icon and select the SVG Web Resource under Modern Image as shown below

modernImage

Publish Changes and See

Once your customization are published, you can simply refresh and check that your image has been updated

converted
Note: An online converted might not give you an accurate image. However, it is best recommended to create SVGs on an app. I’ve heard recommendations about https://www.syncfusion.com/downloads/metrostudio

Hope this helps!

Create a New Record button for Activity Type entity using Ribbon Workbench: D365

Problem

Typically, when you create a new Activity type of entity and you want a Create button for the same, it just appears in the Other Activities fly-out button and not on the Main ribbon in Activities to be specific.

currentProblem

And you can’t simply drag it out in the Ribbon Workbench since it is a dynamic button.

dynamicMenu

So, in this blog, I’ll create a button to open a new Create record form for my Activity type of entity called Assignment.

Customization

  1. Create a new Solution in your D365 environment and only add Activity entity into it.
    createSolution
  2. Load this solution into Ribbon Workbench and on the Main ribbon, add a button and give it a Name and Icon
    Note: Since there was no space in the Activity Ribbon, I had to sacrifice on of the least used Activities I had.
    sacrificeButton
  3. On that, I created a new Command and provided the below parameters –
    commandParameters
    Make sure you enter the name of your entity in String Parameter shown above correctly, in my case, it is new_assignment.
  4. Attach this Command to the Button
    mapButton
  5. Now Publish and check.

Create Assignment Button in Action

Now, when I go to Activities, I see my button called Assignments

buttonAppears

 

And when I click it, it open the full form for the Assignment entity

newForm

Hope this was quick!

D365 Ribbon Button shortcut to open a Document in SharePoint Online

I’ve come across a request where someone wanted quick access to a policy document which is commonly used by all CRM users. Documents like – a Policy Document, Terms Of Service, or absolutely a common User Guide!

Users find it tedious to remember and navigate to SharePoint to get hold of the same document frequently. So I thought, why not have a simple button to open the document in a new tab? Pretty easy. Here’s how we do it.

Ribbon Workbench

So, we use Ribbon Workbench to add a shortcut button to an entity’s form where if users feel they should look at the document while they’re working on the record, they can easily do so by just clicking it.

  1. Create a button on, say, Account entity form.
    createButton
  2. Use URL Action in Command to enter the SharePoint link to the document.
    ribbonAction
  3. Ensure what type of access you want for the document. Presumed that only people within the Organization should be able to use it.
    docAccess
  4. Use Copy Link feature to get rid of the % from the direct link and use the link in the URL Action and publish changes
    copyLinkButton
  5. Copy the link.
    copyTheLink
  6. And paste it in the URL Action property of the button
    pasteLink
  7. Make sure you select the Command you created and add it to the button as shown below, and maybe also a nice icon too!
    commandButtonJoin
  8. Finally, Publish changes.

Accessing the Document

Now, since you have published the button, we are ready to test.

  1. Go to Account for and click the button.
    clickButton
  2. It will take you to the document whose link you put it in the new tab (or whatever preference you had set for opening the link).
    openDocument

Pretty simple use case. 😊