I thought I had everything down to perfection. I was able to query the information I wanted and left it flexible enough be updated with any potential changes that might occur on the associated Account or Order itself. Now all I had to do was trigger my button based on the value in my recently updated Order field. Using the Ribbon Workbench, an excellent tool created by Scott Durow (and in my opinion a must have for easy customization of the CRM ribbons), I created an enable rule on the ribbon button as a value rule to capture my Has_Value field.
Unfortunately, upon testing I found that my creation had failed and was not showing my button despite the Has_Value field updating on the form. I even added a script to refresh the ribbon at the onChange of my Has_Value field which I visually could see was changing and causing the ribbon to refresh. So why was my enable rule not showing the button?
For more information on customizations in CRM contact KTL Solutions at 301.360.0001 or email Scott at firstname.lastname@example.org
SCOTT FLORANCE | CRM Business Software Consultant
Scott Florance is one of the CRM Consultants at KTL and has proven his value as a member of the team since September 2013. Whether implementing a new CRM organization or adding to existing configurations, Scott has engaged clients with a positive and enthusiastic demeanor to help them meet their organizational needs. With four plus years of experience, Scott is familiar with CRM as both a power user and administrator. Scott received his bachelor’s degree in business administration from the University of Central Florida. He is a Microsoft Certified Technology Specialist for Dynamics CRM as well as a Certified Scribe Technician.