Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2022 Release Wave 2Check out the latest updates and new features of Dynamics 365 released from October 2022 through March 2023
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Community | FastTrack Program | Finance and Operations TechTalks | Customer Engagement TechTalks | Upcoming TechTalks | All TechTalks
If you've used or read about the Unified Client, there are some notable omissions from the command bar. This is mostly because the unified client is being developed and enhanced still and I suspect that the effort is being focused on stability and performance (both of which are very good already).
The most notable omissions are:
When you start the Ribbon Workbench, it scans for any smart button enabled solutions and displays them in your toolbox. Smart Buttons are essentially small pre-defined templates that can be added to your ribbon customisations and are defined by a smart button manifest in an installed solution. You can read more about them in my post explaining Smart Buttons in more detail.
Once you have installed the Ribbon Workbench, you can download and install my Smart Button Solution. You can obviously define your own smart buttons – but my solution provides some of the most common buttons that customisations need – namely Run Report and Run Workflow.
Once you have the smart buttons solution installed, you'll see them in the Ribbon Workbench toolbox:
You can simply drag the buttons from the smart button toolbox into the entity ribbons. You will be presented with a configuration box when you drop them onto the design surface:
The newly created buttons will appear on your design surface and also appear as buttons and commands in the Solution Elements
The key to showing the smart buttons in the Unified Client is the Enable and Display Rules. Currently, the Smart Button templates are set up for the Web UI – in the future, I will adapt these for the Unified Client, but during this transitional period it is up to you to decide if you want them to appear or not by managing which rules are included.
To enable the 'Run Workflow' and 'Run Report' buttons you need to remove the display/enable rules from their respective commands:
You do this by selecting the command in the solution elements panel, and then right-click 'Remove from Command'
You can then publish the solution and the buttons will appear in the UCI! You can also set some nice SVG images in the 'Modern Image' property of each button in the Ribbon Workbench by creating some SVG Webresources to use.
Probably the biggest difference when developing on the UCI is that you need to take a mobile/tablet-centric approach to your customisations. Whilst the Run Workflow button will work on the Mobile/Tablet App – the Advanced Find and the Run Report buttons use a user interface that was never designed for this type of use and will only work when using the UCI via a web browser.
Business Applications communities