Add button in existing group of Ribbon

Let’s say, we want to add a custom button in Activity group of Contact and on click it will open a window to create CustomerVisits (new_customervisit) record which is a custom activity.

Follow the below steps to create a button in existing group.
Step #1 Create a new solution say TestSolution.
Step #2 Open newly created TestSolution and the entity on which you want to button.I have added contact entity.
Step #3 Publish All Customization
Step #4 Export the TestSolution for editing.
Step #5 Open customization.xml file from exported solution for editing.
Step #6 Find out RibbonDiffXml tag and replace the code from <RibbonDiffXml> to </RibbonDiffXml>With below code.




<CustomAction Id=”” Location=”” Sequence=”41″>


<Button Id=”” Command=”” Sequence=”15″ ToolTipTitle=”$” LabelText=”$” ToolTipDescription=”$” TemplateAlias=”isv” Image32by32=”http://<crm&gt;:5555/PuneCRMTest/WebResources/new_customerVisits” Image16by16=”http://<crm&gt;:5555/PuneCRMTest/WebResources/new_AppAdd” />





<RibbonTemplates Id=”Mscrm.Templates”></RibbonTemplates>



<CommandDefinition Id=””>

<EnableRules />

<DisplayRules />


<Url Address=”http://<crm&gt;:5555/PuneCRMTest/main.aspx?etn=new_customervisit&amp;pagetype=entityrecord” PassParams=”false” WinParams=”0″ />





<TabDisplayRules />

<DisplayRules />

<EnableRules />



<LocLabel Id=””>


<Title languagecode=”1033″ description=”CustomerVisits Description” />



<LocLabel Id=””>


<Title languagecode=”1033″ description=”CustomerVisits” />





Step #7 Save the customization.xml file.
Step #8 Zip the all three files (cutomiztion, solution and [Content_Types]) and import into CRM
Step #9 Remove the contact entity from TestSolution.
Step #10 Delete the solution TestSolution.

Author: Arvind Singh

Solution Architect with 15+ years of exp. Dynamics CRM, Power Platform, Azure which includes Solution, Design, Development, Deployment, Maintenance and support experience.

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