Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Removing an Entity from Sub Area

(0) ShareShare
ReportReport
Posted on by 355

Hello

We have a couple of the same entity under the sub area view once in a client record (the are different views when clicked into) but we don't require of them as it is confusing for staff.  My question; 'how do I remove this'?   Please see the image to assist my explanation.

211652.Capture.PNG

Many thanks

*This post is locked for comments

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Removing an Entity from Sub Area

    Perfect, If thats fixed it remember to verify the answers so other people don't need to ask the question

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at
    RE: Removing an Entity from Sub Area

    Thanks , it's ok I realised that the list in the view in the entity when editing is the same order in the actual area.  

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Removing an Entity from Sub Area

    Hi Darren

    This is part of the relationship

    I would remove them all and then add back in the correct relationshop (If you know the name of the relationship you can hover over it and it will show you the name)

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at
    RE: Removing an Entity from Sub Area

    Thanks Mark, this is nice and clear.  How do I know however which one relates to which, on of them has the view i need whereas the other doesn't?  

    Thanks

  • Inogic Profile Picture
    Inogic 438 on at
    RE: Removing an Entity from Sub Area

    Follow the steps which are mentioned by Mark and check if you can able to see the entities listed twice.

    As it does not allow the same entity twice in navigation area. So verify if you have two entities with same name included in your CRM environment. 

  • Suggested answer
    RE: Removing an Entity from Sub Area

    Hi,

    Please go through this thread.

    https://community.dynamics.com/crm/f/117/t/152022

    Hope it will help you.

    Thanks...

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Removing an Entity from Sub Area

    Hi

    These are in the Navigation Menu

    You need to edit the form you want to remove them from, Then select Navigation (1) Select the item you want to remove (2) and then the Remove option (3)

    Then Save and Publish

    screens.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,409 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans