The ribbon is displayed in the .NET application in Microsoft Dynamics 365 for certain forms, and it has been used for list views in Dynamics 365 for Outlook. Both the ribbon and the command bar use the same underlying XML data to specify what commands to show, when the commands are enabled, and what the commands accomplish.

How to use the Ribbon Button? 

Following these steps below, you can easily work with the Ribbon Button:

1. Download and install Ribbon Workbench. 

2. Choose a suitable Icon for your button. 

3. Create a solution. 

4. Edit the button in Ribbon Workbench. 

5. Publish and test.
   

Custom Button Creation in Dynamics 365 (2021 Wave 2 Update) 

After the new update of Dynamics 365 in 2021 Wave 2, there is a very interesting and advanced feature to customize a button on your specific entity.  

Now we will see the Life cycle of creating a custom button-through model-driven app in the following steps: 

1. Start with Power Apps: 

These updates of Dynamics 365 allow you to customize your module easily. This will take less time and show more results. For using this feature, navigate to https://make.powerapps.com, then select your environment & navigate to the app button, choose your module, and start playing with that.

2. Use the Edit in Preview Feature: 

Here, as you see, the new feature- “Edit in preview” this new feature is very advanced and fast. Also, you can make changes to your module (Entity & its forms) in a very short time. Here, you don’t need to publish all customizations and refreshing this will work dynamically after clicking on the ‘Save & Publish’ button.

3. Move to Command Bar Editing: 

As you can see, when you navigate to the “Edit in preview” button, you will see this interface. There are so many advanced options that will customize your module. Dynamics 365 presents this update in a very easy and simple way. After clicking on ‘Edit command bar (preview)’, you have to select the main form for adding the custom button.

4. Edit Button Page:

In the picture shown above, you can see there are a lot of features and functions. The ‘New command OR New button’ allows adding a custom button. Here are many options to add to the button; the features are defined below: 

• Button Icon (Default icons and Icons through web resource) 

• Tooltip title for button 

• Tooltip description 

• Accessibility text 

• Order number (location of a button) 

• Action (A. Run through formula, B. Run through JavaScript) 

• Visibility (Based on the formula OR always) 

5. Configure Your Button:

In the above picture, you can see a Test button. With this button, you can use JavaScript (it is optional; you can also use the formula), and you can give that a default logo, or you can give it the logo through a web resource. You can also change the position of the button like if you want. My button should come after the saving button; for this, you just need to drag and drop that, and it will navigate there. 

Here, you just add the required functionality according to the need and Save & Publish the button.   

6. Save and Publish:

In the final step, you can see the custom button in Dynamics 365 after just following the above steps. It is so interesting, you will love playing with it, using different features of the same. 

Conclusion 

This new update is so advanced than the previous one. The new update is time-saving while the previous one was so complicated and time-consuming; the new features include a lot of advanced things that the previous one lacked.  So, explore the new features of this update of Dynamics 365 wave–2 and get the desired results that you wish for. 

Frequently Asked Questions: 

Q: How do I add a custom button in Dynamics 365? 

A: You can use the Ribbon Workbench or the Edit Command Bar (preview) in Power Apps to add a custom button in Dynamics 365: 

• Choose your app 

• Open the Command Bar 

• Create a button 

• Select the Icon 

• Set the Action 

• Publish it 

Q: Is the Command Bar different from the Ribbon in Dynamics 365? 

A: Yes, both the command bar and ribbon work on the XML configuration; however, the Dynamics 365 Command Bar is a modern version of the Ribbon, offering easier and faster command bar customization. 

Q: Can I use JavaScript on a custom button in Dynamics 365? 

A: Yes, you can use JavaScript on a custom button in Dynamics 365. 

Q: What does the “Edit in preview” feature do in Dynamics 365? 

A: The Edit in preview feature allows you to make direct customization of forms, entities, and command bars in Power Apps. 

Q: Why use the 2021 Wave 2 update for button customization in Dynamics 365? 

A: The 2021 Wave 2 update offers a better way to customize the button. It also comes with drag-and-drop facility, live previews, and faster publishing, making Dynamics 365 command bar customization easier.