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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Remove option from Rel...
Customer experience | Sales, Customer Insights,...
Answered

Remove option from Related dropdown

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Posted on by SB-08051316-0 24
Hello,
There is a drop down menu under Accounts called 'Related' for our set up for some reason 'Cases' turns up twice in this list and one of them works and the other doesn't. Is there a way to remove an option from this?
 
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Remove option from Related dropdown
    Hi Partner,
    As stated by the two previous partners, the name of the entity shown under the 'Related' tab is due to the fact that the entity has a relationship with the current entity-Account.
    You can customize the current form to remove options you don't want.
    1. Select Settings > Customizations > Customize the System.
    2. Expand Entities, expand the entity you want--Account, click Forms, and then open the form where you want to remove the tab.
    3. In the form designer, select the 'Navigation', then select one option that you want to remove, and then on the command bar, select 'Remove'.
              
        4.Save and publish all customizations.
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • Suggested answer
    AndrewLy365lyf Profile Picture
    AndrewLy365lyf 6 Most Valuable Professional on at
    Remove option from Related dropdown
    Here's an old school method to manage the related tab.
     
    Goto the Form in Power App Maker Portal, click on the ... button, switch to Classic.

    In the Left hand navigation menu, you'll see all your Common (aka Related) links, and can rename/move/group/remove any unwanted links.

    ---
    If this answer has helped you, I would greatly appreciate if you mark it as a verified answer.
  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,494 Super User 2024 Season 2 on at
    Remove option from Related dropdown
    Hi, 
     
    It's not a drop down, these entities that you can see in the related tabs are the entities which have a relation (1:N) with your entity. 
     
    To hide this, you can delete the relation between this two entities. 
    If it's a standard relation, you cannot delete it. In this case, if you want hide this from users, you can configure a security role 
     
    You must in this case deactivate the read, write and append privileges of the case table for these security roles, then assign this security roles to users. 
     
    Hope that's helpful. 
     
    Please mark answer as verified if that's helpful for you. 
     
    Regards,  

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