Customize commands and the ribbon

Applies to Dynamics 365 (online), version 9.x

Dynamics 365 Customer Engagement displays commands in different ways depending on the entity and the client. In most places in the web application you will see a command bar instead of a ribbon. Dynamics 365 for tablets also uses data defined as ribbons to control what commands are available using a command bar that is optimized for touch.

The command bar provides better performance. The ribbon is still displayed in the web application for certain entity forms and it is still used for list views in Dynamics 365 for Outlook.

Both the command bar and the ribbon use the same underlying XML data to define what commands to display, when the commands are enabled, and what the commands do.

The topics in this section introduce you to key concepts that you must understand, and common tasks you perform when you customize the command bar or the ribbon.

Note

Because the underlying XML schema was designed to display commands as ribbons, the term ribbon will continue to be used in the documentation.

The SDK describes the process of editing the ribbon by editing the customization.xml file directly. Several people have created ribbon editors that provide a user interface to make editing the ribbon easier. Currently the following projects are available on CodePlex and other locations:

In This Section

Ribbons Available in Microsoft Dynamics 365

Export Ribbon Definitions

Exporting, Preparing to Edit, and Importing the Ribbon

Use Localized Labels with Ribbons

Define Ribbon Commands

Define Ribbon Enable Rules

Define Ribbon Display Rules

Define Ribbon Actions

Pass Microsoft Dynamics 365 data from a page as a parameter to Ribbon Actions

Define Custom Actions to Modify the Ribbon

Define how Ribbon Elements are Re-sized Based on the Space Available

Define Ribbon Tab Display Rules

Passing Parameters to a URL By Using the Ribbon

Sample: Export Ribbon Definitions

Ribbon Core Schema

Ribbon Types Schema

Ribbon WSS Schema

Extend the metadata model

Customize visualizations and dashboards

Customize Entity Views

Customize global option sets

Service Calendar Appearance Configuration for Microsoft Dynamics 365

Publish customizations

When to edit the customizations file

Customize Microsoft Dynamics 365 applications

Change Application Navigation using the SiteMap

Customize Forms in Microsoft Dynamics 365

Web Resources for Microsoft Dynamics 365

Client scripting in Customer Engagement using JavaScript