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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Hide buttons on ribbon
Customer experience | Sales, Customer Insights,...
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Hide buttons on ribbon

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Posted on by Lee-Martin 511
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
  • Verified answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Hide buttons on ribbon
    Hi Lee-Martin,
     
    It is recommended that you use ribbon workbench to hide the buttons:
    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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