Resetting the Dynamics CRM 2011 Ribbon

Posted on October 15, 2012 by JoeCRM

Today we’re going to talk about how to go about resetting the CRM 2011 ribbon. (If this topic interests you, you might also want to visit the complete guide to CRM 2011 ribbon customization.)

If you recently upgraded from Dynamics CRM 4.0 to Dynamics CRM 2011, you may have noticed that all the entities that had customizations in the toolbar now have an extra tab on the form named ISV (e.g. ISV Account Form).

how to reset the CRM 2011 ribbon

Further investigation would reveal that there is a new web resource for each entity that had a customized toolbar. This new web resource will be a script file and the description will clearly tell you that it is regarding the entity’s ribbon.

In order to reset the ribbon for an entity (or multiple entities), add all the entities to a new solution (do not add required components – they are not needed). Include the item “Application Ribbon” in the solution.

Export the solution and save it.

Uncompress the solution file and open “customizations.xml” with a text editor that can edit XML. Once open, do a search for “<RibbonDiffXML>”. This is where the customization of the ribbon for that entity (or application) begins. Select the entire <RibbonDiffXML> element until you get to the closing tag </RibbonDiffXML>. Replace the entire element with the default element which is:

[sourcecode language="xml"]
<RibbonDiffXml>
<CustomActions />
<Templates>
<RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
</Templates>
<CommandDefinitions />
<RuleDefinitions>
<TabDisplayRules />
<DisplayRules />
<EnableRules />
</RuleDefinitions>
<LocLabels />
</RibbonDiffXml>

[/sourcecode]

Do this for each instance of <RibbonDifXml> in the file. Once done, save the file and compress customization.xml, solution.xml and [Content_types].xml into a compressed file. Import this file as a solution, publish and refresh the browser. You will now see that the tabs from those entities are gone! The web resources have no dependencies either anymore so they can be deleted too.

You may also be interested in:

Happy CRM’ing!

My Twitter profileMy Google+ profile

JoeCRM

Microsoft Dynamics CRM Expert at PowerObjects
Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more business and organizations around the world.
This entry was posted in Customizing and tagged , , , . Bookmark the permalink.
  • Ayhan

    For some reason this does not have any effect on my problem. I’m trying to reset form ribbon buttons but editing the RibbonDiffXml part and importing the edited solution gives me no changed results at all.

    One big difference is that I did not upgrade from CRM4 to CRM2011

  • Rizwan

    Hello I did Update from Crm 4 to Crm 2011 ,and i have done same thing which discuss in this article.but when I Import solution an error occur “The import of solutions:Customer failed” and not successfully upload

    • alexfagundes

      Hi Rizwan – Do you have a recent update rollup such as UR 11 or UR 12 ?

      • Rizwan

        Yes thanks i have solve this issue due to AppPole Setting which is converted to Network User,
        Please tell me I need to add Menu button in Ribbon from Account form,i have tried in Pragma tool and ribbon editor but this thing is not happen for this tool. is there any solution ? or can we add Menu item through ISV file