web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Remove status reason options from lead disqualify ribbon flyout

(0) ShareShare
ReportReport
Posted on by

I'm trying to find a way to display Status Reasons based on users permissions... i.e. a sales rep will have only certain options available as opposed to a manager, who will have all the options available. 

I've tried it with Javascript and JQuery, but those options don't work. I also tried scripting some JS to use with a custom command in Ribbon Workbench but that doesn't work either. 

The list of options are in an unordered list and I was able to use the following javascript to remove list elements through the js console in Chrome with the following js...

document.getElementById("id_goes_here").remove();

...But I can't find a way to get it to work through the lead form page. 

I know this is unsupported use of javascript in CRM, but still any thoughts or help will be greatly appreciated. 

*This post is locked for comments

I have the same question (0)
  • Gopalan Bhuvanesh Profile Picture
    11,401 on at

    --

  • Verified answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    What you can do to resolve your task in supported way:

    1. Hide OOB "Disqualify" dropdown using Ribbon Workbench.

    2. Add own dynamic menu - https://www.develop1.net/public/post/Add-Dynamic-Menu-to-Ribbon-Button.aspx and populate it with values depending on roles available for current user. Video is not visible in th post so you can check it here:

  • efefher Profile Picture
    on at

    I was just looking at this and considering it. Thanks!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans