《MicrosoftCRMCommandsRibbon》由会员分享，可在线阅读，更多相关《MicrosoftCRMCommandsRibbon（35页珍藏版）》请在金锄头文库上搜索。
1、Microsoft CRM -Commands-RibbonCaveats & DisclaimerDates and capabilities are subject to changeDates and capabilities are subject to changeScreen shots are prototypes onlyScreen shots are prototypes onlyDisclaimerThis presentation contains preliminary information that may be changed substantially pri
2、or to final commercial release of the software described herein.The information contained in this presentation represents the current view of Microsoft Corporation on the issues discussed as of the date of the presentation. Because Microsoft must respond to changing market conditions, it should not
3、be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of the presentation.This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORM
4、ATION IN THIS PRESENTATION.Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this presentation. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this information doe
5、s not give you any license to these patents, trademarks, copyrights, or other intellectual property. 2007 Microsoft Corporation. All rights reserved.Objectives:Tell you about CRM 5.0 commandsTeach you to customizeFind out if our plans meet your needsCRM 5.0 Commands - GoalsFor End users:Contextual U
6、I surfaces right commands in the right placesEasily discoverable commandsMS Office look and feel conveys a sense of familiarity & masteryCRM 5.0 CommandsM1 focus:Ribbon QAT Jewel DemoCRM 5.0 Commands - GoalsFor developersFlexibility & additional functionalityAnywhereAddRemoveOverrideDisableISV Isola
7、tion Looking Forward: Ideas for M2M2:Right click context menu?Toolbar on hover on grids?Any other suggestions?Editor?Upgrade ImpactCRM 4.0 - 5.0 customizations will be retainedCRM 4.0 ISV.Config (toolbars, menus)CRM 5.0 Ribbon XML (ribbon tab)Some rules:-Separator separate ribbon groups-separate tab
8、 for ISV customizations- preserve menu names as group names-simple scaling behavior: start shrinking the right most group firstUpgradeUpgrade: Before and AfterUpgradeCRM 5.0: Customizers are Kings!Flexibility & additional functionalityAnywhereAddRemoveOverrideDisableISV Isolation Ribbon Customizatio
9、n Flexibility in Integration PointsRibbon customizations can be made at the following levels:ISVs are no longer limited to adding to the ISV menu and specified locations in the toolbars can override any OOB controls, groups, tabs etc.Ribbon Customization Additional FunctionalityRibbon Customization
10、ISV IsolationNo more ISV.configVery own customization file (Ribbon Diff XML) applied as a stackNo need to share customizations with other customizersOne ISV will generally not be able to override anothers changesSolution aware (After M2)Ribbon Customization RibbonCRMDiffRibbon Customization RibbonCR
11、MDiffRibbonCRMDiff structure Ribbon Customization ExampleCustomActions Add/ReplaceDemo: Add a new app-wide tabAdd groups and buttons to the tabAdd actions for the buttonsTrim rules to hide buttonsEnable rules to enable/disable buttonsHideCustomAction Hide- Demo:Hide the OOB Convert Lead buttonRibbon
12、 Customization ExampleCustomActions Add/ReplaceDemo: Add a new app-wide tabAdd groups and buttons to the tabAdd actions for the buttonsTrim rules to hide buttonsEnable rules to enable/disable buttonsHideCustomAction Hide- Demo:Hide the OOB Convert Lead buttonRibbon Customization Add a TabRibbon Cust
13、omizations adding a tab Ribbon Customization Template DefinitionRibbon Customizations Template Definition 2Ribbon Customization Command DefinitionCustomActions Add/ReplaceDemo: Add a new app-wide tab:Add groups and buttons to the tabAdd actions for the buttonsTrim rules to hide buttonsEnable rules t
14、o enable/disable buttonsHideCustomAction Hide- Demo:Hide the OOB Convert Lead buttonRibbon Customization Command Definition 2Ribbon Customizations Command DefinitionsRibbon Customization Rule DefinitionRibbon Customization Rule Definition 2Ribbon Customization: New TabRibbon Customization Command De
15、finitionCustomActions Add/ReplaceDemo: Add a new app-wide tab:Add groups and buttons to the tabAdd actions for the buttonsTrim rules to hide buttonsEnable rules to enable/disable buttonsHideCustomAction Hide- Demo:Hide the OOB Convert Lead buttonRibbon Customization Feedback Request on XML structureObjectives:Tell you about CRM 5.0 commandsTeach you to customizeFind out if our plans meet your needsQ&A
