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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Is it possible to hide...
Microsoft Dynamics CRM (Archived)

Is it possible to hide Quick create button or disable quick creation for phone call and email activities

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Posted on by Microsoft Dynamics 365 36

Hi All

We have a scenario where, Users create phone call through a custom HTML form and there are some back-end processes that runs onto it.

We have disabled all the create buttons for phone call except for Quick create button.

We need to restrict users from using quick creation. 

Is there a way to hide the quick create button from dynamics 365 top navigation?

We have also tried disabling quick creation for phone calls but system does not allow it. Even if we disable the entity forms then too the same form opens up on quick create button. 

Can somebody help in achieving the above requirement?

*This post is locked for comments

  • Suggested answer
    sandeepc Profile Picture
    sandeepc 5,005 on at
    RE: Is it possible to hide Quick create button or disable quick creation for phone call and email activities

    community.dynamics.com/.../can-i-disable-the-quick-create-feature

    hope this will be helpful

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is it possible to hide Quick create button or disable quick creation for phone call and email activities

    Hi,

    I think there is no way to hide quick create bar.

    community.dynamics.com/.../119887

    Thanks..

  • Verified answer
    ashlega Profile Picture
    ashlega 34,475 on at
    RE: Is it possible to hide Quick create button or disable quick creation for phone call and email activities

    Hi Shaishil,

     I don't think you can hide it:

      community.dynamics.com/.../115531

     BTW, it seems there is no "quick create" form for the phone calls - Dynamics is using the "main" form there (even for that "+" button at the top).

     Maybe you could, instead, add some javascript to the onload of the phone call form that would open your HTML form in a new window and close the dynamics form.. You can always use something like getFormType to see if it's a "Create" or "Update".

     If it's "Create", you cal open your HTML form, and, then, close the CRM form.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Is it possible to hide Quick create button or disable quick creation for phone call and email activities

    Even i have the same scenario where i need to disable quick creation for activity entity?

    Can someone suggest?

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