Buttons missing from Command Bar(Home Page)

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Posted on by Varsha Naithani

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Hi ,

Some of the Buttons are missing from the command Bar at View Level in Opportunity Entity while i have checked the behind functionality of those buttons ,But still they are not appearing . has anyone faced similar issues?The buttons which are missing they are Export to excel and Assign).

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Thomas David Dayman 11,323 on at

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Hi Varsha,

Try and clear your cache and cookies from the browser. If that doesn't work you could try opening CRM in other browsers as well.

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ashlega 34,477 on at

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Hi Varsha,

I'm wondering if you'll see those buttons once you select a view that has some opportunities? And, for the Assign button to show up, you'll need to select an opportunity first.

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Raghu_b 228 on at

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Hi Varsha, the Ribbon buttons are dynamic in nature. Some buttons only appear when you select a record or few records based on the display rules associated. If there are no records the display rules force them to disappear. I've created a record and selected it then the export to excel and assign buttons turned up. Image attached. hope this helps!

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Varsha Naithani 225 on at

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but the buttons are not even appearing for selected records too.

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Thomas David Dayman 11,323 on at

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Do you have the correct Security permissions to Export and Assign records?

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shivaram 3,315 on at

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Hi Varsha,

Are you a system Admin? I don't think so.

Observe following screenshot.

Check whether you have that privilige or not.

Hope it helps you.

Best regards,

Shivaram.

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Priyesh 7,396 User Group Leader on at

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Hi Varsha,

Can you please ask your System Administrator to check the security roles assigned to you?

For: Export to Excel

And for Assign, if you want to Assign Opportunities

Also, if the above doesn't help. Ask technical developer is the ribbon was being modified.

Hope this helps! Please mark my answer as verified if this helped for you.

Thanks.

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Varsha Naithani 225 on at

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The user has all the Security Roles in CRM including System Admin and System customizer.

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shivaram 3,315 on at

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Hi Varsha,

If he is having all roles, then I hope some Javascript is existing on that particular button. Are you using Ribbon workbench?

If yes, then check any JS is applying to that button.

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Varsha Naithani 225 on at

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I can't see any java script function applied in the Button . It is not showing only for Opportunity entity . I dont understand what can be the issue with Opportunity.

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