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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to Hide Quote DELETE button for specific Security role without doing changes in permission set

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Posted on by 30

Hello Everyone,

I need a favor from you, I want to hide the Quote DELETE button from the Quote page for the specific security role in my case(Account Manager)
I don't want to do any changes in permission set due that Quote Product delete Button will also be hidden if I do changes in permission set and remove access of delete for the security role, I Don't want that.

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  • Suggested answer
    Bipin D365 Profile Picture
    28,995 Moderator on at

    Hi,

    You could add Enable custom rule to execute javascript which will first check logged in user security roles and based on the role it will return true or false which will hide the button.

    allaboutdynamics365.in/.../

    Please mark my answer verified if i were helpful

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