CRM 2011 Add Button With Click Action

Add Button to Entity Ribbon 

Export the entity in question and open up customizations.xml. Add the following within the CustomActions tag…

01	<CustomAction

02	Id="CA_MyFirstButton"

03	Location="Mscrm.Form.account.MainTab.Save.Controls._children"

04	Sequence="31">

05	<CommandUIDefinition>

06

<Button

07	Id="B_MyFirstButton"

08	Command="Mscrm.RunSomeJS"

09	LabelText="Button Label"

10	ToolTipTitle="Run Test Workflow"

11	ToolTipDescription="Runs the test workflow to see if this works"

12	TemplateAlias="o1"

13	Image16by16="/_imgs/ribbon/tools_16.png"

14	Image32by32="/_imgs/ribbon/tools_32.png" />

15	</CommandUIDefiniti

Location sets which area of the ribbon the button will appear on.
Sequence sets where within that ribbon it will appear.
LabelText sets the text which appears under the icon on the ribbon.
TemplateAlias (who knows!)

Create the click action 

Now we need to add the command Mscrm.RunSomeJS within the CommandDefinitions section.

01	<CommandDefinition

02	Id="Mscrm.RunSomeJS">

03	<EnableRules>

04	<EnableRule Id="Mscrm.Enabled" />

05	</EnableRules>

06	<DisplayRules>

07	<DisplayRule Id="Mscrm.CanWriteAccount" />

08	</DisplayRules>

09

<Actions>

10	<JavaScriptFunction

11	FunctionName="TriggerWorkflow"

12	Library="$Webresource:isah_test">

13	<StringParameter

14	Value="{guid of account entity}" />

15	<StringParameter

16	Value="{7D78531A-23EB-4042-9626-1D80DFC10A8D}" />

17	</JavaScriptFunction>

18	</Actions>

19	</CommandDefinition>

EnableRules sets if the button is greyed out on the toolbar (always enabled in this example)
DisplayRules sets if the button appears on the toolbar (if the user can write to the account entity in this example)
FunctionName sets the name of the function to run within the web resource
Library sets the name of the web resource JavaScript library to access
StringParameters in this case are the guid of the account entity (not used currently) and the guid of the workflow to trigger