Hide the Quick create entity option from the + sign from the top Ribbon of D 365 CRM

(3) Share

Report

Posted on by CU04040848-0

Hide the Quick create entity option from the + sign from the top Ribbon of D 365 CRM

Categories:

Dynamics 365 Sales

I have the same question (0)

All responses (5)

Answers (1)

Verified answer

Daivat Vartak (v-9d... 7,835 Super User 2025 Season 2 on at

Like (2)

Report
Hello CU04040848-0,

To hide the Quick Create entity options from the "+" (Create) button on the top ribbon of Dynamics 365 CRM, you'll need to customize the application ribbon using Ribbon Workbench. Here's a step-by-step guide:

1. Install Ribbon Workbench:

Download: If you don't have it already, download the Ribbon Workbench from the XrmToolBox website or the XrmToolBox store.

Install XrmToolBox: Install XrmToolBox.

Connect to your Dynamics 365 Organization: Open XrmToolBox and connect it to your Dynamics 365 organization.

2. Open Ribbon Workbench:

In XrmToolBox, open the Ribbon Workbench.

3. Select the Solution:

Select the solution that contains the entities you want to modify. It's best to create a dedicated solution for ribbon customizations to avoid modifying the default solution.

4. Modify the Global "+" Button:

Locate the Global "+" Button:

Within the Ribbon Workbench, find the "Application Ribbon" section.

Look for the "+" (Create) button. It is a global button, and effects all entities.

Modify the Command:

Select the "+" button.

In the Command section, you'll see the command associated with the button.

You will see a command called Mscrm.GlobalQuickCreate.

You will need to make a copy of this command, and then edit the copy.

Once the copy has been made, disconnect the original command, and connect your new command.

Modify the Actions:

Inside the command, you will see a list of javascript actions.

You will need to remove the actions that you do not want to see.

Use display rules:

You can create display rules that will determine if the quick create buttons appear.

Using display rules is the best practice, because it allows you to dynamically show and hide the quick create buttons.

Publish:

Publish your changes.

5. Using Display Rules (Recommended):

Create Display Rules:

Instead of completely removing the quick create options, you can use display rules to dynamically hide them based on certain conditions.

For example, you can create display rules based on security roles, user context, or other criteria.

Add Display Rules to Commands:

Add your display rules to the commands associated with the quick create options.

Benefits:

Provides more flexibility and control.

Allows you to show or hide options based on specific requirements.

Important Considerations:

Impact on Users: Carefully consider the impact of hiding quick create options on your users. Ensure that they have alternative ways to create records.

Security Roles: Use security roles to control access to quick create options whenever possible.

Testing: Thoroughly test your customizations in a development or test environment before deploying them to production.

Backup: Before making any ribbon customizations, create a backup of your solution.

Solution Management: Always use a dedicated solution for ribbon customizations to avoid conflicts with other customizations.

By following these steps, you can effectively hide or control the Quick Create entity options from the "+" button in Dynamics 365 CRM.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

Was this reply helpful? Yes No
Suggested answer

Tom_Gioielli 2,792 Super User 2025 Season 2 on at

Like (2)

Report

A few notes on this ribbon and the behavior before you look at changing anything.

1) Only tables with "Leverage Quick Create Form" checked in the table settings appear in this menu. If you don't need Quick Create anywhere for this table, you can turn it off in https://make.powerapps.com at the table settings level and it will no longer appear

2) Only tables that users have access to can see the item in this menu. If a user does not have permissions to create the Account Definition record, then they will not see this menu option

That being said, if you can handle this requirement without needing to modify the ribbon you are going to be in better long-term shape with your customizations and technical debt. All that being said, I'm curious if anyone else can actually find what the response below is suggesting. This is a screenshot of Ribbon Workbench, and I've never seen an option in here that allows customization of the global ribbon. If there is, it seems to be something set on each table you are currently viewing and it does not appear to be a true "global" setting.

Was this reply helpful? Yes No
CU08071211-0 4 on at

Like (1)

Report

@Tom_Gioielli , I'm trying to solve the same problem. The common advice, like that posted by Daviat, ChatGPT and Gemini both give the same answer, is incomplete because the "Application Ribbon" option doesn't appear in Ribbon Workbench on its own.

This article was the key: https://medium.com/capgemini-microsoft-team/utilising-the-application-ribbons-in-model-driven-apps-power-platform-8ab4c9e78f22

You first have to add the "Application Ribbons" component to your solution to modify the global command bar.

Following that method, I was able to add a test button (following this: link), but I still can't find the + button with the command Mscrm.GlobalQuickCreate.

Was this reply helpful? Yes No
Viswanath 93 on at

Like (0)

Report

@CU08071211-0 I'm also having the same issue.

did you got any solution for this ?

Thanks,

Viswa

Was this reply helpful? Yes No
Ben Walker 22 on at

Like (0)

Report

I have added the 'Application Ribbons' component to the solution which contains just the entiy I want to customise. When I open the solution in Ribbon Workbench, the only new thing I see is the Mscrm.Jewel.Menu:

If I hide the 'New Record' button, nothing happens. If I customise it, the command is not 'Mscrm.GlobalQuickCreate' but 'Mscrm.DynamicMenu.NewRecord'

Any ideas if I'm doing something wrong?

Was this reply helpful? Yes No