Adding Global Command Advanced Find button in UCI Dynamics 365 v9.0+ on-premise

There are few Dynamics 365 customers who still feel that having Dynamics 365 on on-premise is a better choice considering cost, control and more importantly complexity of the system. However, it’s a different story altogether that you might struggle with lot many features which aren’t available on on-premise hosting model like your CRM won’t get latest updates, power platform integration and so on.

Anyways, back to the point, for one of the clients I managed to upgrade the CRM to Dynamics v9.0 and surprisingly it was less painful this time 😊. Went through making a UCI app for the crm users as the demand was high and guess what Microsoft again put me down by not adding basic functions in UCI like view column filtering, Advanced Find missing from global ribbon, though they are available in Dynamics 365 online. Funny isn’t it 😊

So as an immediate remedy, I decided to fix at least 1 bug which is enabling Advanced Find button, and with help of couple of articles I managed to do it.

  1. Create your own SVG icon using this article because if you try to convert png to svg, icon won’t be visible on Application ribbon due to its black background
  2. User this article to add custom Advanced Find button on the global command application ribbon
    • Create solution by navigating to SettingsàSolutions and add Application ribbons under client extensions
    • Add new javascript web resource and paste this below script code

var UCIAdvancedFind = {

    open: function(){

        var advFindUrl = Xrm.Utility.getGlobalContext().getClientUrl() + “/main.aspx?pagetype=advancedfind”;

        Xrm.Navigation.openUrl(advFindUrl,{width:900,height:600})

    },

    isDesktop: function() {

        return Xrm.Utility.getGlobalContext().client.getFormFactor()==1;

    }

};

As mentioned in the article “The UCIAdvancedFind.isDesktop function is used on an EnableRule to ensure that the Advanced Find button doesn’t show on the phone/tablet client because it will not work”

  • Add 1 more web resource for svg icon because png images don’t work in UCI and upload your svg image created using point 1 article
    • Using ribbon workbench, load the newly created solution and look Mscrm.GlobalTab group in the Home Command bar
  • Drag the button in Mscrm.GlobalTab isv area as show in above image
  • Follow the steps from 5 to 7 from the article
  • That’s it. Refresh your UCI Dynamics 365 application and you will see icon

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