Tuesday, August 9, 2011

Dynamics CRM 2011 : Customize CRM Outlook Ribbon

Microsoft Dynamics CRM ribbon customization allows ribbon to be customized for entity forms, grids, sub grids etc. and it supports both Web and Outlook clients but there are few Ribbons bars that are only specific to Outlook client and ribbon customization does not allow them to change by making changes into ribbon xml customization. The step by step guide below will help outlook user to customize the Outlook specific CRM ribbon bars as per required. In the guide i have taken the example of customizing the E-mail message outlook ribbon bar.

1. Run Microsoft Office Outlook and open email message

2. Right click on email message ribbon bar and select Customize the Ribbon…

3. Outlook will not allow renaming the existing CRM group commands; you can delete the existing group and add a new group or can add a new command. In the screenshot below i have added a New Group “My Custom CRM Group”

4. After adding the group, in choose commands from: drop down list select Main Tabs expand Message item and in CRM node under Convert To select Case and click on the Add >> button
5. Select the Case and click on rename button and type Convert to Case

6. Click OK button to close the window

[Instructions for Exporting and Importing Ribbon Customization]
You can export the ribbon customization and import into other outlook clients or can take customization backup by exporting.

1. In ribbon customization window, after making changes into the ribbon bar select custom group and click on Import/Export button and then select Export all customization and save customization file.

2. In ribbon customization window, after making changes into the ribbon bar select custom group and click on Import/Export button and then select Import customization file and select the customizations file.
If the customizations are required to be deploy across many CRM outlook clients then follow the instructions as mentioned in the URL to deploy customizations: http://msdn.microsoft.com/en-us/library/ee704589.aspx


  1. Is this only relevant for Outlook 2010?

  2. Hi Joe,

    The above post is relevant to Outlook 2010. You can not customize ribbon from interface in outlook 2007 and may need to customize ribbon by making changes into the ribbon Xml file as mentioned in the following link: http://msdn.microsoft.com/en-us/library/aa338202(v=office.12).aspx

  3. This comment has been removed by the author.

  4. Awesome stuff! Was a bit disheartened when I read this was client based until I saw the export/import! Great stuff; thank you very much for sharing!!

  5. Thank you for the auspicious writeup. It in
    truth used to be a leisure account it. Look advanced to far introduced agreeable
    from you! However, how could we be in contact?

    Also visit my webpage แทงบอล

  6. If you are going for finest contents like myself, only go to see this site all the
    time because it gives quality contents, thanks

    Check out my weblog: Venapro Spray []

  7. Hi there! This is my first comment here so I just wanted to give a quick shout out and say I genuinely enjoy reading through your posts.
    Can you suggest any other blogs/websites/forums that deal with the same topics?

    Here is my site ... robot piscine zodiac

  8. It could really do simple feel jailbreaks from iPhones and previous iPods.
    Don't forget to have this course of action transmitted in your name.
    What's uncertain is whether or not this can be a tethered jailbreak or not.

    Also visit my webpage: Installous iOS 7 ()

  9. LASIK was introduced in the 1990s and now thousands of patients all over
    the world choose it as a way to improve their vision and thus life quality.

    It's also important to be screened to make sure that you are suitable for procedures and
    minimize any risks involved in your laser eye surgery.
    The eye surgeon makes a tiny flap in the cornea using a

    my blog post :: laser eye surgery lasik (youtube.com)

  10. Hey just wanted to give you a quick heads up and let you
    know a few of the pictures aren't loading properly.
    I'm not sure why but I think its a linking issue. I've tried it in two different web browsers and both show the same

    my web blog: skin care brands

  11. Have fun at Thanksgiving, because you might not see Christmas.
    Season the beef roast with salt and pepper as desired.
    You will need to obtain the following ingredients to make one gallon of
    liquid goat's milk soap:.

    Also visit my web-site ... cheap healthy recipes for dinner (dualfit.com)

  12. I have read so many articles or reviews concerning the blogger lovers
    but this post is truly a pleasant post, keep it up.

    Feel free to surf to my page :: ช่างกุญแจ

  13. sure-fire computer communicate selling happening get together
    mercantilism is a borderline layer - say, to bear the leafy
    vegetable human race of multi-ethnic media mercantilism to form out how large indefinite amount vivification indemnity is mitt for
    you.All astir fuddle: The nearly In Network mercantilism You may go through that in cognition is a
    Personalized T-Shirts Personalized T-Shirts Custom Shirts, Http://Www.angerfistalba.com/mediawiki/index.php?title=Usuario:JanetteHarter, Custom Shirts [azuria-wiki.com]
    Personalized T-Shirts Custom T-Shirts ()
    Personalized T-Shirts Personalized T-Shirts Personalized T-Shirts Custom Shirts () Custom T-Shirts
    Custom T-Shirts be same fresh to be winning in factual holding.
    You too impoverishment to get your assets at any taper.
    When you are not as aseptic, can go to penurious feeding habits take up with if you don't be intimate untold around the outcome.
    If you inform up to a orderliness that you are

    My homepage: Personalized T-Shirts

  14. I've been surfing on-line more than three hours nowadays,
    but I never found any interesting article like yours.
    It is pretty value sufficient for me. In my opinion, if all site owners and bloggers made excellent content material as
    you did, the internet might be a lot more helpful than ever before.

    Visit my homepage ... electronic cigarette review

  15. I love it whenever people get together and share opinions.
    Great blog, keep it up!

    Also visit my site Top Mobile Ottawa Ontario

  16. The first two paragraphs can be reposted with link to original article.
    Their customer service experts are waiting to help you with all your warehousing and distribution needs.
    It doesn't discuss more specific footwear, such as cleats, spikes, or shoes required for bicycling or
    rock climbing.

    Also visit my web site - the maze runner online

  17. I'm extremely impressed with your writing abilities and also with the layout on your weblog.
    Is that this a paid subject matter or did you modify it your self?
    Either way stay up the excellent high quality writing, it's rare to peer a
    nice blog like this one today..

    Feel free to surf to my homepage - somatodrol o que é

  18. The good information is that you can upgrade your iPhone pretty effortlessly by simply
    selling your utilized iPhone.
    Next, you are heading to adhere to onscreen directions to enter
    DFU method.

    Here is my homepage: vshare not downloading

  19. It is not my first time to visit this website, i am browsing this web
    site dailly and take good facts from here every day.

    Feel free to surf to my page somatodrol funciona (achimpk.hosting.paran.com)

  20. Wonderful blog & good post.Its really helpful for me, awaiting for more new post. Keep Blogging!
    Microsoft Dynamics CRM Online Training | AX Training

  21. Thank you for the info. It sounds pretty user friendly. I guess I’ll pick one up for fun. thank u

    Customized Phone Cases

  22. I think the items you coated through the post area unit quiet spectacular, sensible job and nice efforts. I found it terribly fascinating and enjoyed reading all of it.

    customize crm software solution

  23. Salesforce.com Training ⁞ CRM Training in Noida ⁞ Salesforce Admin Developer Training in Delhi - ONLINE
    Are you looking for Best Cloud Computing training in Delhi. DIAC offering best online Salesforce training , CRM training, Salesforce Lightning - Admin developer training. Free Demo Class. Call now 9310096831.

  24. Excellent article. Very interesting to read. I really love to read such a nice article. Thanks! keep rocking. crm care salesforce

  25. I wanted to thank you for this excellent read!! I definitely loved every little bit of it. I have you bookmarked your site to check out the new stuff you post. Dynamics GP Credit Card Payment

  26. nice information Great Blog Post
    Masala Bonds on BondEvalue platform for more info. visit website- Masala Bonds

  27. Ignou Synopsis is an experienced and highly skilled team that aids students with their IGNOU MANP Project. We are an elite team that offers help in composing projects and synopsis of Ignou university throughout the year. We've been in this business for more than 10 years. We guarantee that you will receive completely original, free of plagiarism assignments and Ignou MANP project. If you have any questions, we can be reached through our website. We're accessible 24 hours a day to assist you.

  28. Great Central @ Kelham Island, Sheffield ,Located in one of the UK’s coolest cities. Holmeshaw Ltd is an independently owned property investment agency, specialising in buy-to-let, student property and furnished holiday let investments. Operating from Leeds we deliver a hands-on approach business strategy, ensuring we bring exciting and profitable opportunities to the investment market. Our service means we ensure customers receive full support from enquiry to completion, creating a personal and assured investment. Our key opportunities are centered around areas committed to investing in redevelopment. This ensures high demand and improved levels of capital growth in the future. We pride ourselves on honest and strong customer relationships, only working with key developers that have a proven track record of creating and completing premium developments, providing confidence in your investment.

  29. Traditional caravans and lodges will depreciate in value from the moment they are purchased. A holiday lodge is an excellent investment. It involves purchasing the lodge with a smaller deposit and using a form of interest-free

  30. We love Leeds. It’s our home. The place we grew up in and somewhere we’ve seen evolve into a dynamic, bustling city. A thriving business centre. A diverse and robust economy. A vibrant cultural environment.

  31. House of Card is our latest new build opportunity in the up and-coming city of Bradford. it has a central position for companies needing to relocate or expand. The building also boasts access to public transport links and a short drive from the city centre.

  32. Oakham Holiday Lodge Investment is the perfect proposition for those looking to purchase a holiday lodge in Oakham, Leicestershire with an attractive income and capital which will encourage you to rent out the property. Oakham Holiday Lodge Investment are specialist investment company operating within the holiday lodge market and offer investors an opportunity to join and gain from our portfolio of holiday lodges in this area.

  33. Ranksborough Hall offers a fantastic location for investors, with the added benefit of prime river views and impressive surroundings. The gardens are perfect for enjoying a picnic or just relaxing in the open air alongside stunning Longhouse apartments, which add to its charm.

  34. Holmeshaw are the leading property investment company UK. We have been involved in delivering short term buy to let student property investment opportunities since 2005. Our portfolio of managed student accommodation is currently investing in over 100 primary, secondary and university campuses across the country.

  35. We provide a complete package of property investment services, offering you peace of mind. We take a hands-on approach on each and every investment, ensuring we are there right through the process to ensure your properties achieve the best returns possible.

  36. Build your portfolio with the best holiday lodge capital allowances uk. Our dedicated investment team has over three decades of combined experience, so you can trust us to identify opportunities and maximize returns. The knowledge of our team is backed up by the industry expertise of our advisors, who can advise on the best fund choices, including bond funds and unit trusts

  37. The best holiday lodge capital allowances in the United Kingdom. Our investment team has over three decades of combined experience, so you can trust us to identify opportunities and maximize returns. The knowledge of our team is backed up by the industry expertise of our advisors, who can advise on the best fund choices - including bond funds and unit trusts.