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Export, prepare to edit, and import the ribbon

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

To edit the ribbon, you must perform the following steps:

  1. Export the ribbon

  2. Prepare to edit the XML

  3. Edit the <RibbonDiffXml> (RibbonDiffXml)

  4. Import the ribbon

Export the ribbon

You export the ribbon by including it in a solution and then exporting the solution. You can choose to export all the customizations, but that can represent a large amount of data. We recommend that you use an existing unmanaged solution or create a new solution.

  1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

  2. Click or tap Settings > Customizations.

  3. Click or tap Settings > Solutions.

  4. Click or tap New.

  5. Type a meaningful Display Name, Unique Name and enter a Publisher and type a Version number.

    noteNote
    You can usually use the default publisher for the organization.

  6. Click the Save icon.

  7. If you want to edit the ribbon for specific entities:

    1. Click Add Existing and then click Entity.

    2. Select the entities you want to include in the Solution and then click OK.

      noteNote
      For the purpose of editing entity ribbons, you do not have to include required components. If you intend to export this solution and apply it to another system, you should include required components.

  8. If you want to edit global ribbons or add a custom group to all entities, click Add Existing and then click Application Ribbons.

  9. Click Save and Close.

  1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

  2. Click or tap Settings > Customizations.

  3. Click or tap Settings > Solutions.

  4. Double-click a solution to open it.

  5. If you want to edit the ribbon for specific entities:

    1. Click Add Existing and then click Entity.

    2. Select the entities you want to include in the Solution and then click OK.

      noteNote
      For the purpose of editing entity ribbons, you do not have to include required components. If you intend to export this solution and apply it to another system, you should include required components.

  6. If you want to edit global ribbons, such as to add custom button to all entities: click Add Existing and then click Application Ribbons.

  7. Click Save and Close.

  1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

  2. Click or tap Settings > Customizations.

  3. Click or tap Settings > Solutions.

  4. Select the solution you want and then click Export.

  5. If you have made recent changes that have not yet been published, click Publish All Customizations. Otherwise, click Next.

  6. With the Unmanaged option selected, click Export.

  7. Click Save in the File Download dialog box and then click Open Folder in the Download complete dialog box.

  8. Right-click the compressed .zip file that you downloaded and select Extract All... .

  9. Select a location to extract the files and then click Extract.

  10. The customizations.xml file is the file that you will edit.

Prepare to edit the XML

For a better experience, edit the customizations.xml file with an application that can use schema validation to provide IntelliSense support. For more information, see Edit the customizations XML file with schema validation.

Import the ribbon

  1. After you have edited the customization.xml file, from Visual Studio or Microsoft Visual Web Developer 2010 Express, right-click the customization.xml tab and select Open Containing Folder.

  2. Select all of the files or folders that were included when you extracted the solution. Right-click the selected files, select Send To, and then select Compressed (zipped) folder.

    noteNote
    This creates a compressed .zip file in the same folder. The name of the file may vary, but it will be the same as one of the other files in the folder - except with a .zip file name extension.

  3. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

  4. Click or tap Settings > Customizations.

  5. Click or tap Settings > Solutions.

  6. Click Import.

  7. Click Browse and locate the compressed .zip file that you created in step 2 of this procedure.

  8. Click Next and then click Import.

  9. After the import has finished, you will see the message indicating that the import completed successfully. Click Close.

  10. After you have successfully imported your solution, you must publish customizations before you can see the changes. In the Solutions list, click Publish All Customizations.

Dealing with errors on import

  1. If you receive a notification that there were errors that caused the import to fail, click Export Log.

  2. Save the export log file. Select the file and right-click it. Choose Open With and then select Microsoft Office Excel.

  3. Select the Components worksheet and note any messages in the ErrorText column.

    TipTip
    The most common type of failure is an error when referencing a dependent element in the RibbonDiffXml. Perhaps you forgot to include a LocLabel that was referenced somewhere. Perhaps there is an extra blank character included at the end of an XML attribute referencing another element. All references must match exactly.

  4. After you have corrected the error, complete the steps to import the Ribbon again.

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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