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Microsoft Dynamics CRM (Archived)

Hiding related records from the navigation pane

Posted on by Microsoft Employee

Hello, 

Is there a way to hide the related record from the navigation pane? 

For example, i open an opportunity record 'ABC'. In the top navigation pane of the record, next to 'ABC', i click on the dropdown that shows the related records. I want to hide one of these entities from the user. Is there a way to do this?

Thanks

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  • Suggested answer
    Don foufione Profile Picture
    Don foufione 270 on at
    RE: Hiding related records from the navigation pane

    Hi Nexius,

    Actually I wrote a brief tutorial to do what u asking

    see : crmfeedback.blogspot.de/.../how-to-display-button-see-records.html

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: Hiding related records from the navigation pane

    Hi

    If you want to remove the related entities from the Navigation for a Particular form.

    Go to the Form editor of that form. and select navigate section.

    Remove the entities from this. Publish your customization.

    You will not see the entities in the navigation for this form.

    Please refer this:

    https://www.microsoft.com/en-US/dynamics/crm-customer-center/add-or-edit-form-navigation-for-related-entities.aspx

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Hiding related records from the navigation pane

    Hi,

    look for the "Navigation pane item for primary entity" here:

    technet.microsoft.com/.../dn531171.aspx

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