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Microsoft Dynamics CRM (Archived)

How to Remove "+ New" Button from Lookup

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Posted on by 90

Hi,

We are using CRM 2013 on-premise, can someone tell me how i can remove the "+New" button from the Lookup. (Mentioned in screenshot below).

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  • Suggested answer
    Guido Preite Profile Picture
    54,086 Moderator on at

    remove the privilege to create the entity from the users, the new button will disappear and they will not be able to create new records also from other parts of CRM.

  • Suggested answer
    Magor Kovacs Profile Picture
    1,835 on at

    Hello Sharan,

    As Guido suggested, removing the privilege "Create" on the entity in question is to go. There is no other supported way to get rid of the + New button.

  • Sharan Kukkadapu Profile Picture
    90 on at

    Hi Guido,

    Thanks for your reply, In the screenshot i have attached user will be creating a "case" record and can map the Parent case, Actually the user should be able to create the "Case" Record, but he should not be able to create it from the Lookup by clicking "+ New" Button.

    Please let me know if this can be achieved.

  • Wayne Walton Profile Picture
    13,730 on at

    No.  If a user can create a record, they can create the record from any valid area, including that "plus" symbol.

  • Suggested answer
    Oztrea Profile Picture
    45 on at

    In your customization xml take the form control and add a parameter node <IsInlineNewEnabled>false</IsInlineNewEnabled>

    Normally it's only for internal use and unsupported but since there is no supported way to do it...

    Note that it will only be the inline new that will be hidden, not the new button when you open the lookup for more records.

  • account payable Profile Picture
    670 on at

    Hi Guido Preite

    Working fine For me  "remove the privilege to create the entity from the users, the new button will disappear and they will not be able to create new records also from other parts of CRM."

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at

    Hello Sharan ,

    There is now way to remove this button except  remove create privilege from that entity.  So create a security role and remove the create privilege for that entity and assigned the security role to user.

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