CRM 2013 Tabs

If you remember in CRM 4 tabs on the form were horizontal like this,

then in CRM 2011 the tabs were vertical like this,

now in CRM 2013 they are gone all together.  When you have several tab headings they aren’t visible unless you scroll down the page.  Here is a simple solution with code download below.

Download CRM 2013 Tabs

Instructions:

1. Upload to a HTML web resource
2. Add the web resource into the header of the form
3. Don’t display label, 1 row, never scroll and no border.

That’s it!, leave a comment if you find this useful.

13 Comments

  1. Dustin December 4, 2013 12:23 pm 

    This is seriously awesome. Thanks!

  2. Nick February 24, 2014 10:24 am 

    Good Job.
    MS Really should put this as part of package by Default, Tab does make sense in all practical navigation. Its strange that Microsoft removed it. Users do not like to scroll all the time.

  3. Daniel April 13, 2014 12:25 pm 

    Awesome!…but how you could avoid to show the tabs when the user clicks in something related to the record, Example: When you click opportunities inside of account form??

    • CMS Admin April 24, 2014 11:25 am 

      Not sure, we didn’t really put that much thought into it :)
      If you happen to resolve please share.

  4. Alena April 23, 2014 10:05 pm 

    This is very useful, thanks! I added code to hide all the tabs but the active one to make it even more user-friendly for our client (basically, now they only see the active tab as they click on the tabs in the header).

    • Frank April 28, 2014 6:40 am 

      Hi – I’m just getting in to MS CRM – I’d really appreciate a copy of your code :-)

  5. Nick May 29, 2014 9:54 am 

    when we click on Related Entity links, the Tabs doesn’t work any more. we have to click on record name in order to go to Default Home section and then Tabs will work again. it is little bit annoying for first time users.

    Is there any way, we can Hide the Tabs when we navigate to related entities or let those Tabs work all times??

  6. NIck June 3, 2014 8:57 am 

    I did find the solution and nelow is the line of code that i added into activateTab function :-
    if (document.getElementById(“areaForm”).style.display =”none”){
    document.getElementById(“areaForm”).style.display =”block”;
    }
    thie eventually seems to work. it is unsupported way, but at least get going as long as we are aware of it.

  7. Steven September 2, 2014 6:01 am 

    Wonderful – and very elegant, succinct code!
    Thank you!

  8. Thomas September 26, 2014 10:37 am 

    Works great!!!! Very easy to implement.

  9. Peter November 27, 2014 4:39 am 

    Hi,
    Do anybody now if there is a solution like this – but for Section headings?

    • Planet XRM November 29, 2014 8:22 pm 

      It should work just the same. Sections is a collection just like tab, Xrm.Page.ui.tabs.get(“yourtabname”).sections.get().
      I assume you can set focus to sections too. We’ll look into it.

  10. Tripp April 22, 2015 8:45 am 

    Here is a code snip to add to the activateTab function if you are looking to hide and collapse inactive tabs as you move around on the tabs.

    var tabss = parent.Xrm.Page.ui.tabs.get();
    for (var tr in tabss) {
    var tabb = tabss[tr];

    if (tabb.getName() == tab) {
    tabb.setVisible(true);
    tabb.setDisplayState(“expanded”);

    } else {
    tabb.setVisible(false);
    tabb.setDisplayState(“collapsed”);
    }
    }