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Microsoft Dynamics CRM (Archived)

Show Disqualify Reasons list based on current logged in user security roles

Posted on by 290

Hello All, 

We had a requirement like show different disqualify reasons based on the user security role, Is there any way to show the disqualify reasons list based on current logged in user security role?

disqualify.PNG

Thank You ......!

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  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: Show Disqualify Reasons list based on current logged in user security roles

    This isn't quite the same as the request is to populate the values on a flyout anchor button within the ribbon.

    It's probably achievable see https://blogs.msdn.microsoft.com/crm/2011/03/30/create-dynamic-ribbon-controls/ but it will require an awful lot of work as you will firstly need to replicate all the functionality of the current disqualify button (including changing the status and statuscode / status reason when on option is selected) and then add your additional Javascript to show only the appropriate status reasons. 

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show Disqualify Reasons list based on current logged in user security roles

    We do have similar type threads

    Please refer to below Link, you will get solution.

    [View:https://community.dynamics.com/crm/f/117/t/227763:750:50]

    [View:https://community.dynamics.com/crm/f/117/t/178915:750:50]

    [View:https://community.dynamics.com/crm/f/117/t/167049:750:50]

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