Customer experience | Sales, Customer Insights,...

Issue Hiding the "New Dashboard" Button in Dynamics CRM Ribbon

(1) Share

Report

Posted on by Anwarluck

Hello everyone,

I'm facing an issue with hiding the "New" button used for creating new dashboards in Dynamics CRM. We aim to remove this button from the application ribbon rather than restrict access via security roles.

Steps Taken:

Ribbon Workbench: We used the Ribbon Workbench to hide the "New" button in the dashboard section of the application ribbon.
Button Identification: Located the "New" button, usually identified as Mscrm.NewRecord under the Dashboards entity in the Ribbon Workbench.
Action Taken: Right-clicked on the "New" button and selected Hide to remove it from the ribbon.
Publish Changes: Publish the changes from the Ribbon Workbench to apply them to our CRM instance.

Issue:

Despite following these steps, the "New" button is still visible in the dashboard area, and the changes do not seem to reflect in the CRM interface. I've double-checked the ribbon customizations, and everything appears to be configured correctly.

Request:

I'm reaching out to see if anyone else has encountered a similar issue or has insights into why the changes might not be applying. Are there additional steps or common pitfalls we might be overlooking when customizing the application ribbon?

Any advice or suggestions would be greatly appreciated!

Thank you for your help.

Anwar

All responses (3)

Answers (0)

Suggested answer

Amit Katariya007 8,596 Super User 2024 Season 1 on at

Like (1)

Report

Issue Hiding the "New Dashboard" Button in Dynamics CRM Ribbon

Hello User,

If you have added required logic on the button then check that logic Using the Command Checker. which will help to check if your logic is applied to the correct button or not.

Thank you,

Amit Katariya
Suggested answer

Ali Raza 10 on at

Like (0)

Report
Issue Hiding the "New Dashboard" Button in Dynamics CRM Ribbon

Please make sure to publish again from the Ribbon

Hard Refresh your Dynamics 365 CRM application to apply the changes.
Suggested answer

SaiRT14 66 on at

Like (0)

Report
Issue Hiding the "New Dashboard" Button in Dynamics CRM Ribbon

It looks like you've tried the right steps

Clear Your Browser Cache: Sometimes, old settings are stored in your browser. Try clearing your cache or using a different browser to see if the button disappears.

Check for Conflicting JavaScript: If you have custom scripts running in CRM, they might be interfering with your ribbon changes. Make sure there's no conflict.