web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM 2011 - How to hide...
Microsoft Dynamics CRM (Archived)

CRM 2011 - How to hide/Disable "Add Existing **** " button on associated view

(0) ShareShare
ReportReport
Posted on by Pat Buskey 1,540

This would seem to be a relatively easy thing to do. But after several attempts and finding a post on how to use JavaScript for CRM 4.0, I just cannot seem to get this to work with CRM 2011 and the RibbonDiffXml.

I would like disable the Add New Case button when a user is viewing an Account and has selected the Case associated view, but still let the user click Add New Case when viewing a Contact.

I've tried several things with Display Rules and Enable Rules, but none seem to work. I've tried too many ways to display in the post and none of them worked so I'm not sure the value of posting them here.

Is there an easy way of doing this?

*This post is locked for comments

I have the same question (0)
  • Pat Buskey Profile Picture
    Pat Buskey 1,540 on at

    OK, Here is the basic RibbonDiffXml that I would expect to do what I'm trying to accomplish. However when I use the XML, the Add New Case button appears on both the Account and Contact form (when associated cases are selected), but neither button is disabled nor does either button do anything.

          <RibbonDiffXml>
            <CustomActions />
            <Templates>
              <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>
            </Templates>
            <CommandDefinitions>
              <CommandDefinition Id="Mscrm.AddNewRecordFromSubGridStandard">
                <EnableRules>
                  <EnableRule Id="Mscrm.AddNewRecordFromSubGridStandard_Enable"/>
                </EnableRules>
                <DisplayRules />
                <Actions />
              </CommandDefinition>
            </CommandDefinitions>
            <RuleDefinitions>
              <TabDisplayRules />
              <DisplayRules />
              <EnableRules>
                <EnableRule Id="Mscrm.AddNewRecordFromSubGridStandard_Enable">
                      <EntityRule AppliesTo="PrimaryEntity" Context="SubGridStandard" Default="false" EntityName="account" InvertResult="true"/>
                </EnableRule>
              </EnableRules>
            </RuleDefinitions>
            <LocLabels />
          </RibbonDiffXml>

  • Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    If you disable "Append and Append to" at the Security Role level, the users will not be able to "Add Existing" for that entity.

  • Pat Buskey Profile Picture
    Pat Buskey 1,540 on at

    But if I disable Append To on the Account entity then that would stop records from other entities other than incident to be attached to Account entities.  That is not the desired results.  We have other entities that do still need to be attached to the Account.

    All we really want is to disable or hide the Add New Case button on the Account form and still have the Add New Case button on the Contact form work.

    Thank you

  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    You are right...I've seen solutions out there to remove button out of CRM but I have never seen it adapted to remove the New Case button.

    There is another way to solve this though, can you just remove the cases section out of the left navigation pane for Accounts?

    The issue here (and you will get this issue if you remove the button too) is that users will be able to create a new case (from contacts or from the service section) and link it to an account anyway...unless you create a field that only allows contacts and copies the contact to the out of the box customer field that accepts accounts and contacts.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans