Project Description
Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons. This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to easily modify the ribbon without needing to completely understand
the underlying XML schema.
Main Features:
* Connects to CRM Online or On-Premise (on-premise should work but hasn't been tested)
* Edit entity ribbons or application ribbons.
* View a preview of the ribbon while editing as it will look in CRM.
* Add new custom buttons to existing groups.
* Add new custom groups to existing tabs.
* Define button text, tooltip, images. and appearance.
* Define button actions, enable rules, and display rules.
* Hide system buttons.
* Quickly save the ribbon back to CRM
Known Issues
* When clicking "remember connection" in the connection dialog it will save your password to an xml file on disk in plain text (do not use this checkbox if you don't want your password stored on disk)
* Connecting to on-premise CRM has not been tested.
* IFD or claims-based authentication is not supported.
* Setting the sequence of buttons in a custom group does not always work (will sometimes be in wrong order in CRM)
Limitations
This editor doesn't allow you to do everything that is possible with the CRM ribbon xml. For simplicity, I've limited what the editor can do to what I think are the 90% most common things you would want to do with a ribbon. Some customizations which
are possible by editing the ribbon XML by hand have been intentionally left out of this editor. In particular:
* The editor does not allow you to add multiple buttons that share the same CommandDefinitions, RuleDefinitions, or LocLabels. All buttons created will have their own unique commandDefinition, Rules, and LocLabel elements in the XML even if you want to
have two buttons that do the same exact thing. The CRM ribbonDiffXml allows sharing of these elements between controls but I've left this out of the ribbon editor mainly for simplicity. It might be added in a future version.
* Does not yet allow the creation of custom ribbon Tabs.
* Does not allow the creation of Custom group Templates.
* Does not allow manually setting the different scale definitions used to resize groups when the ribbon has less horizontal space.
-When a new custom group is created, the Template used can be modified, but it will always use just one per-deretmined layout from each template as the "MaxSize" scale, and then also use the "popup" layout. A future version
may include the ability to select which layouts from a Template are used.
Requirements
* .Net Framework 4.0
* Windows Identity Framework
License
Visual Ribbon Editor is available on the Microsoft Public License (Ms-PL)
See the License page for more details.