How to restrict users from access the process button so that they can turn or switch process (business stages)?

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Posted on by USA80

Hello,

Is there a way to restrict users from clicking on "process" and then clicking on switch process from within an Opportunity record? I don't want to let my users switch processes. Should always be on 1 process all the time and showing on all Opportunity records.

Please let me know, thank you.

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Hi USA80,

You could add opportunity entity to your solution and load it with Ribbon Workbench. And then find the process button on the form tab and hide it.

If you want to show this button for particular security role/user, you could refer to this blog:

Hide and Show Ribbon Button Based on User Security Role in Dynamics 365 v9.x – All About Dynamics 365

Result:

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