Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Hide Custom button

Posted on by 140

Hi All 

I have one scenario i have one custom button in lead screen i need to hide this button from the set of user.

can any one explain me how i can achieve this task. 

Thanks&Regards,

Jyotsna

*This post is locked for comments

  • Suggested answer
    Kishor Kumar Profile Picture
    Kishor Kumar 3,702 on at
    RE: Hide Custom button

    Hi Jyotsana ,

    Use WorkBench to achieve the above task.

    Check the following links

    www.powerobjects.com/.../solving-security-headaches-display-rules-based-on-security-roles

    community.dynamics.com/.../167049

  • Suggested answer
    Shantnu Sharma Profile Picture
    Shantnu Sharma 655 on at
    RE: Hide Custom button

    Hi Jyotsana - II guess you will have to write an enable/disable rule for this. It would be a custom action which would return true/false based on your requirement and show/hide the button. Now, that criteria for the users could be same role they are having or if they belong to a particular Team or BU. You could also check for privilege rule if all of those users are lacking any particular privilege and could be used to achieve what you need. If you simply need to hide it from all users, you could do it directly by modifying the ribbon button xml or via the Ribbon workbench tool.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans