Microsoft Dynamic CRM: How to create a Custom Button in Dynamic CRM and invoke a JavaScript method

Thursday, June 13, 2019

How to create a Custom Button in Dynamic CRM and invoke a JavaScript method

Creating a button requires an image with following

correct size 16 X 16
which can denote a typical functionality
should be in-line with other icons in Dynamic CRM Theme.
It is easy and good option to do all configuration via Ribbon Workbench Tool.

Finding a Perfect Icons.

Usually we can google an icon based on the functionality we are interested in.

However, I came to learn about these websites which provide free cool icons.

Making icon Right Size

For button on a form it should be of 16 X 16 pixels.

For Icon in Navigation it should be of 32 X 32 pixels.

Here is a online image resizer I often use - https://resizeimage.net/

Once you upload an image, just go to 4th Step and enter pixel size accordingly.

Next jump to Step 7 and hits the RESIZE button and download your image.

Creating a Button using Ribbon Workbench

1) Create a web-resource of your new image.

2) Create a Solution

It is suggested to have a solution with only relevant entities where we are interested in adding a button. We should not overload a solution with too many entities or other components, as it might affect the loading and publishing of a solution from a Ribbon Workbench.

Working the Ribbon workbench

Start with selecting an Entity.

Drag a button from Toolbox to the form section or any section where you need it.
Select the button to enable to button properties.
Provide button properties like Label, Tool tips, etc.
Select you image from the web-resource created.