I am currently using the Visual Ribbon Editor for CRM 2011 and i am trying to add a button to the Outlook client ribbon (not the web client) that loads the Accounts section of CRM (not in a modal, but the how it would normally load accounts in the main pane) The tabbed section in Outlook is shown in the image below.
I do not have to use the editor, and could use a solution, but i am unsure what sort of command i would need to get it to update the main pane and with either the visual tool or the by hand solution.
Update the HomePageGrid ribbon XML.
Gareth Tucker has written a great tutorial to add a button to the Form ribbon (just modify where it says Mscrm.Form to Mscrm.HomePageGrid):
http://garethtuckercrm.com/2011/01/18/how-to-view-ribbon-definitions-in-crm-2011-3/
Not sure if it's on topic so feel free to trash it. I won't be sad.
There's a fantastic tool called Ribbon Workbech. They even got a video showing how to do stuff, which is perfect for a complicated software in combination with lazy... hrmp... busy people.
There's even more info over here. Have a look.
Related
In Excel (On Windows), there is a kind of a Super-Tab appearing on top of certain Tabs:
«Drawing Tools» Super-Tab:
When you click on a Graphic object then, this one appears:
«Table Tools» Super-Tab:
When you click inside of a Table object then this kind of a Super-Tab appears:
So my Questions are:
What is the technical name of that Super-Tab?
---> Special thanks to #TimWilliam. He was the one who gave its name: It is a Contextual Tab Set
And how to program something like that in VSTO Add-in please? (Anything related to it)
Your responses are much appreciated!
I'm answering to my Question so I do not lose all the important answers and research I got till now:
1. The name of that kind of Super-Tab:
The credit goes to #TimWilliams. The name of that Special tab is Contextual Tab or also called Tool Tab.
Here it is an official Information from Microsoft entitled: Ribbons
2. How to program the Contextual Tab?
I am still looking for How to program this one. At least Microsoft already explains about it here >>> 2.2.41 tabSet (Contextual Tab Set)
I found 2 new interesting discussions and information over here Adding custom contextual tabs to Ribbon UI and over here Ribbon: Contextual tab on application page. But they are all for ASP.NET.
Here as well is the List of Tool Tab available on Excel: Tool Tab Available on Excel
But once I found a working solution, I will share here as well for the advancement of our work.
Keep it up dear Programmers and stay blessed!
#TsiriniainaRakotonirina
I have a 3rd party ribbon (SNL Financial) add-in installed in Excel (2010 version) and I would like to have some vba code to automatically "sign-in" to the 3rd party ribbon. I've tried simply "recording" a macro that clicks on the ribbon and then clicks on the "sign-in" button, but no code shows up in the VBA macro recorder. Any ideas?
There is no universal "sign on macro" or method to login to all Excel Add-ins. Your best bet is to leverage something the developer has already built. Assuming you've already searched the web unsuccessfully, you can search your VBA Objects Browser which would be the most likely place to find any VBA options that a developer will allow you to use.
To do this, from the VBA editor screen click:
Tools / Reference. Make sure whatever add-in you have is checked in this list. It might not be the exact name so you may need to do some research to find it. Click okay to return to the VBA editor.
Click on VIEW / Object Browser. Hopefully you will see in the drop down menu that starts with <ALL LIBRARIES> the name of your add-in.
In the object browser, with you add-in selected, you should have access to view all API/MACRO tools the add-in has already built. Some of them may be intended for your use, and some may not. You might get lucky and find one you can leverage or take the code and research more on google for a solution.
Bottomline, there is no direct answer to your problem, but the above instructions would be the best place to start looking for your custom solution. Good luck.
Extra Bonus just for your particular SNL issue
For technical support contact SNL Support, visit this page:
http://sc.snl.com/SNLDSWebService2/Download.aspx
I produced several custom macros in Windows, modified the XML so that a custom Ribbon Tab was visible in the 2013 version of Windows, and everything was wonderful.
I'm now trying to produce equivalent functionality for Excel 2011 for Mac. I did the following: View >> Toolbars >> Custom Toolbars and Menu. I then went to the "Commands" toolbar >> Macros, and dragged SmileyFace macros to the main toolbar. I then changed the images, modified the text, and it worked locally.
For redundancy, I also added a new menu to "Toolbars and Menu" and added all my macros to that toolbar as well, which appeared as some sort of goofy, nebulous floating box. I attached the macros to the document using the "attach" button.
However, when I send the document to colleagues, the only thing that appears is that nebulous floating custom toolbar, with none of the macros mapped to buttons, and the buttons don't have my custom image.
How do I do this?
The most recent version of Excel 2011 (14.3.5) seems to save custom toolbars in a single file in specific user folder:
Users/[User]/Library/Application Support/Microsoft/Office/Preferences/Office 2011/Microsoft Excel Toolbars.xlsx
(original source here)
When I saved an Excel 2011 workbook with a custom toolbar on one Mac, and transferred it to another, the toolbar did not appear. When I coied the Microsoft Excel Toolbars.xlsx file over (and dropped it in the proper location), the toolbar did appear.
Note: This location may be specific to more recent versions of Office 2011; older versions seem to store them in Users/[User]/Library/Preferences/Microsoft/Office 2011.
Short-term, you may need to distribute the toolbar file along with the spreadsheet, as well as some means (via script and/or manual instruction) of copying it into the expected location.
<pure speculation>
Longer-term, maybe there's a way to override this default behavior and point to a 'local' copy of the toolbars stored in the distributed file itself. Or, maybe you can use the toolbar file as a template for the distributed spreadsheet.
</pure speculation>
When a user replies to an email, I'd like to keep the action that is being performed but also perform an additional task (sending a call to a web service, which I've got working already separately). My problem consist of the following two item.
I can't find the form definition for the reply-to-email appearance (I've found Email form, though).
I don't know how to get to the ribbon button of that form and set onclick method on it.
you can change the ribbon properties (such as adding / removing buttons, changing behavior) using the ribbon XML customization file (ms article here).
Fortunately, someone has done microsoft's work for them, and came up with a visual editing tool that saves you the hassle of manually changing xml files.
I like visual ribbon editor, but there are several others (the msdn article contains links to them).
What you would probably want is to add an action to the reply button, which would trigger a javascript function in your code
I'm interested on how to get the old menus back for Office 2007. I know you can buy add-ins that do this, but I'm more interested on how these are done? I want to implement this at home and just need to be pointed in the correct direction!
Thanks!
These programs don't actually restore the old menu system, they modify the current Ribbon and then write the code to mock the old design.
This is where you need to start in order to modify the Ribbon.
http://msdn.microsoft.com/en-us/library/aa942866%28VS.80%29.aspx
I doubt the Ribbon is going to go away, so you probably will be better off taking the time to get used to it. I have, and now I much prefer this style menu system. In fact, I have been looking at code to implement this style in applications that I build.