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I'm currently looking for assistance in creating a workflow to disable the Email a Link button.
First my organization is still currently using CRM 2015 on-prem. We're making the move to D365 in the next couple of months, but it will be some time before we go live.
Secondly, we no longer use Silverlight making the Ribbon Workbench inoperable (as I was informed by our Dev Team).
I used the following link to disable the deactivate button which has worked perfectly even though it was meant for D365:
I tried modifying it to suit the Email a Link button but I can't seem to address the button itself without disabling the email function in other areas of the form or forms where that function is required.
I tried reviewing the Email entity but I can't seem to find a starting point to make this happen.
And finally, is this even doable???? If not, no problem, but can someone explain to me why not so I can carefully and correctly relay that information back to the business.
I'd appreciate any help!!
Workflows can't be used to hide/disable ribbon button. They are used to run some functionality/logic to you system. Hide/ Disable is the appearance.
The blog you shared was to create a workflow to restrict deactivatation of records i.e. when someone deactivates the records, show them error message that it can't be done.
If I understood your requirement correctly, I guess just hiding the "Email a link" button will work for you.
You can take a look at this : aslamsumayya.wordpress.com/.../
Hope this helps.
Thank you very much for the rapid response Ravi.
I believe that you defined my need perfectly when you said 'restrict the deactivation of records."
So I can't disable nor hide a ribbon button (my true intention was to disable, it won't bother me if the button continues to display), so would it be possible to "restrict" the User and display an error message just like the blog I shared when someone clicks on the Email a Link button or is using the Ribbon Workbench my best and only option?
Don't mean to sound like broken record...
Hi, you could but then you would disable any email being created. Curious, why would you want to disable it?
FYI, there is now a non Silverlight version of Ribbon Workbench https://www.develop1.net/public/rwb/ribbonworkbench.aspx
That's exactly what I thought, it would affect all email function. The Customer would prefer that their Users launch the email option from the email field so that would be aware of where or who they are sending the email to. The Customer fears that the User may over look that if the Email a Link is used. Thank you Paul.
No problem, you are aware that email a link puts the URL of the record you are on into an email? It's only supposed to be sent to other users so they can quickly access the record, anyone outside the organisation won't be able to access it. Wasn't sure if you were aware from your last comment?
Yes sir, I was aware. :-)
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