Dynamics 365 – Hide/Show Custom Ribbon Button by Ribbon Workbench

If you have a custom ribbon button and you want to hide/show it by a condition, this is what you need to do;

  • Open Ribbon Workbench and navigate to your button
  • Select Command of your button. Under Command properties scroll down to Enable Rules. Click “Add Enable Rule” button. Select “Add New Enable Rule to create your enable rule. Note: Enable rules now changes visibility of your buttons, so you don’t need to add Display Rules for that.
  • Add your conditions, click Publish to publish your changes.

Below are the most common Enable Rules that you can use.

  • Add a ValueRule if you want to change visibility based on a field value. It also works for optionsets, statuscode and statecode fields.
  • Add FormStateRule if you want to change visibility based on form state. For instance, Form Create, Update, ReadOnly states.
  • Add RecordPrivilegeRule if you want to change visibility based on User’s privilege.

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