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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

*This post is locked for comments

  • Simple Plan Profile Picture
    Simple Plan 5 on at
    RE: Remove Assistant Tab from Social Pane

    I did exactly this and deactivated all cards. The problem is: The Assistant Tab in the Social Pane is still there.

    Any ideas?

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Remove Assistant Tab from Social Pane

    Thanks to all the new awesome updates, might be a bit confusing to find where to turn off the cards. 

    The below screenshot shows how to turn off the 'Assistant' card.

    pastedimage1573125164767v1.png

    * Select all cards and turn them off. The Assistant tab should disappear immediately. 

  • Suggested answer
    Youhanna Profile Picture
    Youhanna 10 on at
    RE: Remove Assistant Tab from Social Pane

    This worked for me quite well !

    Thank you for your post

  • TB83 Profile Picture
    TB83 5 on at
    RE: Remove Assistant Tab from Social Pane

    I've tried this solution and cannot get it to work. It seems some labels and menu items etc have changed, but the theory is the same - turning all the card status' to 'OFF"

    Assistant tab still appears :(

    Any ideas?

  • Omkar Patil Profile Picture
    Omkar Patil 10 on at
    RE: Remove Assistant Tab from Social Pane

    This is the correct and the best working solution for the given problem. I have implemented this and its working seamless.

  • Suggested answer
    Omkar Patil Profile Picture
    Omkar Patil 10 on at
    RE: Remove Assistant Tab from Social Pane

    This is the correct and the best working solution for the given problem. I have implemented this and its working seamless. There is no need to using any JavaScript or unsupported way.

  • Suggested answer
    Abhishek@CRM Profile Picture
    Abhishek@CRM 70 on at
    RE: Remove Assistant Tab from Social Pane

    Go to Settings -> Sales AI

    Click on Relationship Assistant 

    Un-check Base Cards

    Click on Save.

  • Marlen Gothe Profile Picture
    Marlen Gothe 30 on at
    RE: Remove Assistant Tab from Social Pane

    Hi Muhammad,

    the change to security roles worked for me until end of last year. Since a few weeks it leads to nasty error messages when opening a form/dashboard where the social pane is on. I'm going to raise a ticket with MS since this seems a bug to mee.

    Regards,

    Marlen

  • Winslow Tech Profile Picture
    Winslow Tech on at
    RE: Remove Assistant Tab from Social Pane

    But this does not hide the Assistant tab

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Remove Assistant Tab from Social Pane

    I have disable it from unchecking action card from setting - AI but still appear on entity when I open it in unified user interface.

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