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Using Ribbon Workbench in CRM

Using Ribbon WorkbenchOnce CRM has been in use for a while, users often want to make it less ‘clicky’. Since Microsoft Dynamics CRM 2013 came out, the ‘clickiness’ has reduced, but further removing clicks can improve user adoption of your solution.  Ribbon Workbench is the tool to enable changes to the ribbon without having to edit the XML code directly.

At the end of this course, you have:

  • An understanding of where the CRM ribbon can be changed
  • The ability to edit, add and remove buttons on the CRM ribbon
  • The skill to give a button a more business relevant label

 

 

 

 

 

Target Audience for Using Ribbon Workbench in CRM

  • People wanting to make changes to buttons and ribbons in CRM to improve the user experience

Course prerequisites for Using Ribbon Workbench in CRM

Participants on the ‘Using Ribbon Workbench’ course should be very comfortable with configuring CRM (equivalent to the skills gained on Configuration of CRM) and working with workflows and dialogs as achieved with the Introduction to Automation using Processes in Microsoft CRM course.

Course length

A half day

upcoming dates for Ribbon Workbench training

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Skype: opsiscrm

Postal address: GPO Box 2479, Sydney, NSW 2001

Office Address: Suite 1a,
993 Pacific Highway,
Pymble, NSW 2073

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Opsis is an expert Microsoft Dynamics 365 consulting company. Our focus is your Microsoft Dynamics 365 success - not licence sales or billable hours. As Principal Consultant, Gill oversees all business operations and strategic planning and execution, yet she still believes in offering personal attention to each and every client, so as to understand their needs and offer tailored solutions.  We are based in Sydney, with clients in Sydney, Canberra, Melbourne, Brisbane and across Australia.  We offer Microsoft Dynamics 365 strategy, Microsoft Dynamics 365 scoping, Microsoft Dynamics 365 implementation, Microsoft Dynamics 365 technical support, Microsoft Dynamics 365 advice and guidance, Microsoft Dynamics 365 training and mentoring.