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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to hide Bulk delete button for activities only for perticular role in CRM

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Posted on by 255

Hi All,

i need to hide Bulk delete button for activities when we select mutiple activities for perticular record for specific user role.

anybody can help with this?

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,876 on at
    RE: How to hide Bulk delete button for activities only for perticular role in CRM

    Hi Mona,

    If the user has role A and B, then hide this button, right?

    My last answer is its solution. Please read it.

    First download and install the ribbon workbench.

    Create a new entity. In the Role A and B, give the new entity Create privilege of User level.

    pastedimage1587018544770v1.png

    Then create a custom solution to add the Activity entity. Open this solution in the ribbon workbench.

    pastedimage1587019066218v2.png

    Open the solution in the ribbon workbench. Customise Command the BULK DELETE button.

    pastedimage1587019433931v3.png

    Add a Display rule, select EntityPrivilegeRule, set as follow. Publish.

    pastedimage1587020161706v4.png

  • Mona Chavan Profile Picture
    Mona Chavan 255 on at
    RE: How to hide Bulk delete button for activities only for perticular role in CRM

    Thanks goutam for your reply.

    actually i first need to check weather current user has Role A and B then i want to hide this button for that user. how can i achieve this?

  • LuHao Profile Picture
    LuHao 40,876 on at
    RE: How to hide Bulk delete button for activities only for perticular role in CRM

    Hi Mona,

    Please refer to these two blogs, which describe how to hide button based on the user's security role.

    community.dynamics.com/.../show-hide-ribbon-button-based-on-security-role-using-entityprivilegerule-in-dynamics-365-ce-without-writing-code

    This is the download site for ribbon workbench: www.develop1.net/.../ribbonworkbench.aspx

    This is the tutorial for ribbon workbench: community.dynamics.com/.../mastering-ribbon-workbench-2016

    First install and learn how to use the ribbon workbench , then refer to two blogs to hide the button.

    If you have any questions, feel free to reply to me.

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