glennsep
glennsep

Reputation: 184

Modifying the Command Bar for the Unified Client Interface in Dynamics 365

In the new Unified Client Interface for Dynamics 365 I am trying to hide some buttons. Specifically the "Show Chart" and "Appointment" buttons. I am using the Ribbon Workbench 2016. So far I've searched but I don't see any other tool for modifying the command bar.

I create a solution with my entity with metadata only. I then open the solution in Ribbon Workbench 2016. I cannot find these buttons. I've tried using the tabs "Command Bar", "Ribbon", and "Tablet" and cannot see these buttons.

My question: How can I modify the command bar for the Unified Client Interface?

Command Bar in Unified Client Interface

Upvotes: 1

Views: 4170

Answers (2)

There are two types:

Application Ribbon - common for entities like Home grid (buttons like Edit, Deactivate, etc), Entity form (buttons like Save, New, etc), Dashboard to include superset of basic buttons across the entire application.

Entity Ribbon - specific to corresponding entity based functionalities and only for that entity only without disturbing other entities.

Now Microsoft introduced some built-in un-customizable Ribbon buttons like Show Chart which is invisible in both ribbons. Unfortunately we have to ignore them for now, as there is only unsupported approach available, which is not recommended.

MS support team in this community thread says:

Actually, the "Show Chart" button and "Run report" button are both built-in buttons within a Model-Driven form or D365 CRM form, which could not be hidden or deleted.

In addition, currently, there is no way to hidden or delete the "Show Chart" button and "Run report" button (built-in buttons) from a Model-Driven form within PowerApps.

Upvotes: 1

AnkUser
AnkUser

Reputation: 5541

Which entity have you added in your solution?

To hide the button shows you need Activity entity. Once you have activity entity in ribbon workbench you need to select home grid and there you find the buttons. Also last time I played it activity entity, it was bit tricky as Microsoft does not easily allow to customize activity entity Wrt ribbon.

Upvotes: 1

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