This tutorial will show you how to add and remove buttons to the ribbon in CRM 2011.
There are three different places you can add buttons to on the CRM Ribbon. They are the entities grid view (HompageGrid), the form (Form), and the in-line grid inside of another form or dashboard (SubGrid).
Adding a Button to the Ribbon
Adding a button has two parts, the first part is finding the control which we want to add the button to, and the second part is modifying the customization.xml file to add the button.
Part 1: Find the Control
Download and install the latest CRM 2011 SDK. (http://www.microsoft.com/downloads/en/details.aspx?familyid=420f0f05-c226-4194-b7e1-f23ceaa83b69)
Open the following Visual Studio solution from the SDK: $\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportribbonxml.sln
Run the program, connect to the necessary CRM organization, and generate the files. Note, if you are connecting to an online organization, the connection URL will be crm.dynamics.com
Your command window will…