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Customer experience | Sales, Customer Insights,...

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Hide buttons on ribbon

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Posted on by Lee-Martin

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Hi

We're using Sales, but don't want to use all it's functionality.

I'd like to hide buttons such as Qualify, Disqualify etc... from the Lead entity, but they're set to read only and I'm not able to hide them.

Is there a way to remove them in a simple manner?

Thanks
Lee

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Haig Liu Microsoft Employee on at

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Hide buttons on ribbon

Hi Lee-Martin,

It is recommended that you use ribbon workbench to hide the buttons:

Develop 1 Ltd | Ribbon Workbench for Dynamics 365 & Dynamics CRM

1.Click the Download button and import the downloaded solution into your environment.

2.Once the import is complete, you can see a new button appear in the Solutions tab of Advanced Settings.

3.Create a new solution, add empty lead table. (Do not check the add data checkbox)

4.Click on the new button that appeared in step 2 to open the new solution created in step 3.

5.Right-click on the button you want to hide and select Hide.

6.Click Publish, after successfully publishing, refresh the app and you will see the button on the form disappears.

Tip.
If you are not sure which button you need to hide, use F12 to see the button name.

If my answer was helpful, please click Like, and if it solved your problem, I hope you can verify it to help other community members find more.
Please feel free to contact me if you have any further questions.
Regards,
Haig

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