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Microsoft Dynamics CRM (Archived)

Remove Assistant Tab from Social Pane

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Posted on by 290

Hi All, 

Could anyone give a solution to remove assistant tab from social pane 

assistant.PNG

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  • Community Member Profile Picture
    on at

    Please refer to the following link

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence  You might want to look for the following section "How to configure Relationship assistant"

  • Varun Singh Profile Picture
    943 on at

    Hi Ashok,

    We are looking the same answer how can we remove Assistant Tab from Social Pane Timeline control. Have you got any answer? 

    Please help.

  • hellosuresh Profile Picture
    539 on at

    Even me too.... If you know the answer and some one knows please provide.

  • gdas Profile Picture
    50,091 Moderator on at

    Hi Ashok ,

    Take a look below article  , I know this is details to setup but there is a settings to enable /disable but I could not seen any kind of those options in my trial to test.

    community.dynamics.com/.../dynamics-365-relationship-assistant

  • Navin Londhe Profile Picture
    10 on at

    Assistant Tab is turned on from April 1, 2018 release. Configuration on customer side is not required as this comes out of the box feature.

    All customer will get Assistant Tab on Case, Opportunity, Lead, Account, Contact forms as well.

  • Allen Mathias MSFT Profile Picture
    146 on at

    This is accurate

  • Florent Farges Profile Picture
    25 on at

    It is nice to have things forced to us ...

  • Verified answer
    ashok teja Profile Picture
    290 on at

    We have fixed this by using script

    mydynamicsmscrm.wordpress.com/.../hide-assistant-tab-from-social-pane-dynamics-365

    Note: The approach was completely unsupported please make a note

  • Sagar2016 Profile Picture
    40 on at

    Hi friends, instead of using unsupported scripts, please do below steps to disable assistant.

    1. Go to Settings > Intelligence Configuration

    2. Uncheck all cards and Save.

    24225.Capture.JPG

  • Suggested answer
    Siddique mahsud Profile Picture
    11 on at

    You can also hide Assistant tab for specific roles by removing following highlighted privileges.

    Hiding-Assistant-tab.png

    Thanks

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