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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Hide activities tap in...
Microsoft Dynamics CRM (Archived)

Hide activities tap in Dynmaics 365 mobile app

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Posted on by Linkedin 157

Hello,
Dynamics 365 mobile app-
I would like to use the notes section only in the mobile app. How can I remove the activities tab ?
The social pane in CRM has tab for Activities and tab for notes. In the web we can hide the activities section using javascript, how do I achieve similar to javascript on the mobile app?

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  • Varadarajan_84 Profile Picture
    Varadarajan_84 on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    Hello Eman,

    You can try this: www.crmsoftwareblog.com/.../hide-post-tab-in-social-pane-microsoft-crm-2013

    I hope this helps.

    Thanks

  • Linkedin Profile Picture
    Linkedin 157 on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    Hello Varadarajan,

    I need to hide it on the dynamics 365 mobile app only.

  • Varadarajan_84 Profile Picture
    Varadarajan_84 on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    Hi Eman,

    Forms in Dynamics 365 for phones use the Main form type. Entity behavior and business processes in Dynamics 365 for phones forms function similarly to forms in the web application, but with a flow tailored for a phone.

    To further simplify forms, you can hide components from appearing in the phone app. You can hide tabs, sections, subgrids, fields, and charts.

    For example, to hide the Details tab in the Contact form, click Settings > Customizations > Customize the System > Components > expand Entities > expand the Contact entity > Forms. Select the Contact form, then scroll down and click Details. Click Change Properties and clear the Available on phone check box to hide the Detail tab from appearing on the Contact form for phone users.

    Refer this link for more info: technet.microsoft.com/.../dn531128.aspx

    I hope this helps.

    Thanks.

  • Linkedin Profile Picture
    Linkedin 157 on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    The activities and notes tab are in the social pane. I want to hide the activities only and keep the notes section.

  • DavieP Profile Picture
    DavieP on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    I have a similar requirement. For me - the client does not want users to be able to create notes against the customer entity - however, I want to retain the social pane.

    I can achieve this in the web client using the unsupported customization detailed here (with mod for 2016) https://arunpotti.wordpress.com/2014/06/06/hide-postsactivitiesnotes-from-social-pane-crm-2013/

    However - this code does not work on the tablet. Did anyone find a solution?

  • Suggested answer
    Wayne Walton Profile Picture
    Wayne Walton 13,728 on at
    RE: Hide activities tap in Dynmaics 365 mobile app

    The only way you are going to be able to achieve this on mobile is by removing permission for users to create activities.  Which is a heck of a sledgehammer on a fly, but would work.

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