MS Dynamics CRM 2011 - Ribbon Drop Down Menu

This blog will guide you, how to create drop down menu from the ribbon. It contains one group or button ('Audit') ,2 drop down menu and their commands/actions.

 1) Create a solution contains Application Ribbons and Site Map.

Dynamics CRM Application Navigation Using Site Map

The site map is xml included in a solution’s customizations file. Create a solution specifically for site map and application ribbon changes.

<SiteMap>
    <SiteMap>
        <Area>
            <Group>
                <SubArea/>
                    <Privilege/>
                </SubArea>   
            </Group>
        </Area>
    </SiteMap>
</SiteMap>

Use XML Notepad 2007 to edit XML

The default site map that you export does not include any of the following elements: Title, Titles, Description, or Descriptions.  Dynamics CRM doesn’t require these elements for the six default application areas, but they are required for new areas.  The Title, Titles, Description, and Descriptions elements apply to the Area, Group, and SubArea elements.

The Descriptions elements appear only in the Outlook client; the Titles elements appear in both the web and Outlook clients.

http://<crmserver>/<organizationname>/tools/solution/import/SolutionImportWizard.aspx.

Always export the latest site map and create a backup copy before making any edits.

Entity Display Areas

CRM Form

Dynamics CRM Form  - 2 types  -> Main Form  & Mobile Form

Main Form
CRM will allow to create multiple form for same entity. Each form  - body, header, footer, and navigation pane.