Yes, some of you business analysts are smiling now! But truth be told, ever since visual ribbon editors were introduced, even developers don’t like to mess around in the customization XML anymore. There are 2 products out there that can help you customize the dynamics CRM ribbon VERY easily. BAs would typically use these to hide Out of the box buttons that make the application seem more complicated than it actually is.
Option 1: Visual Ribbon Editor (available on codeplex)
Application Type |
Stand alone, WPF Desktop application |
Configuration |
Fairly simple, supports CRM Online, On Premise and Hosted (ADFS & IFD) |
Key Features |
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Additional Comments |
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Option 2: Ribbon Workbench (from Develop1)
Application Type |
CRM Managed Solution |
Configuration |
Very simple, supports CRM Online, On Premise and Hosted (ADFS & IFD) – Simply import the solution into your CRM Organization. |
Key Features |
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Additional Comments |
Very complete tool.I would recommend to use in DEV or Configuration environments if you are patient enough to modify your “ribbon customization solution” to include one or a few entity at the time. |
Hope this helps!