How to Prevent Ribbon Actions Based on User Input (CRM 2011)
To kick things off, here’s a classic blog from a few years back. Alright ladies and gents, this is a fairly hefty blog post but is also very informative. I was once asked to implement a requirement where orders could not be submitted if one or more Quote Products was a write-in in Microsoft Dynamics CRM 2011. To do this, we needed to modify the button in the Ribbon that submits the order. Here’s a simple way to do that. It looks complicated but it’s really not that bad! Here’s a step-by-step guide: Using the Visual Ribbon Editor on Codeplex ( http://crmvisualribbonedit.codeplex.com/ ) , open your Organization and the Quote entity. Notice that the Create Order button is there, but since it’s a System button, it can’t be edited. So we’re going to have to replace it with our own. Make a new button and copy the Display Rules from the native button. In this case, the “Entity Salesorder Privilege = Create Basic” rule is an EntityPrivilegeRule. Under Enable Rules, copy the JavaScri...