Microsoft Dynamics CRM (Archived)

Remove Assistant Tab from Social Pane

(0) Share

Report

Posted on by ashok teja

290

Hi All,

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

*This post is locked for comments

I have the same question (0)

All responses (23)

Answers (1)

Community Member on at

Like (0)

Report

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"

Was this reply helpful? Yes No
Varun Singh 943 on at

Like (0)

Report

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.

Was this reply helpful? Yes No
hellosuresh 539 on at

Like (0)

Report

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

Was this reply helpful? Yes No
gdas 50,091 Moderator on at

Like (0)

Report

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

Was this reply helpful? Yes No
Navin Londhe 10 on at

Like (1)

Report

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.

Was this reply helpful? Yes No
Allen Mathias MSFT 146 on at

Like (0)

Report

This is accurate

Was this reply helpful? Yes No
Florent Farges 25 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Verified answer

ashok teja 290 on at

Like (0)

Report

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

Was this reply helpful? Yes No
Sagar2016 40 on at

Like (2)

Report

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.

Was this reply helpful? Yes No
Suggested answer

Siddique mahsud 11 on at

Like (2)

Report

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

Thanks

Was this reply helpful? Yes No