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Microsoft Dynamics CRM (Archived)

How to limit quick view selection in hierarchy page of account entity?

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Posted on by 193

Hi all,

We need to limit the quick view selection to certain views only on the hierarchy page upon click of the ellipsis. Please see screenshot. Is this possible?

pastedimage1564127772489v2.png

Thank you  in advance!

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  • JZot Profile Picture
    193 on at

    Also, please note that I cannot just deactivate the quick view forms since it is also being used in other areas of our CRM instance.

  • JZot Profile Picture
    193 on at

    Any ideas would be greatly appreciated! Thanks!

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