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Customize activities in dynamics 365 CE Unified interface

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Posted on by Rupesh Kumar Gupta

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Hi All

I am looking to configure "New Activities". Currently I am seeing "Task", "Phone Call", "Fax ", "Email", "Booking Alert", "Campaign Response" etc.

I do not need to display "Booking Alert" and "Campaign Response". Is there a way to hide these?

Thank you in advance.

Regards

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Sanjana Ramesh on at

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Hi Rupesh,

Where exactly do you want to hide these activities "Booking Alert" and "Campaign Response" on the UI, is it on command bar/ribbon or on the social pane/timeline activities. If you're looking to hide these activities from social pane you can filter the activities that you want to display in the social pane tab properties.

Hope this helps!

Regards,
Sanjana

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Rupesh Kumar Gupta 170 on at

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Thank you Sanjana for your reply. I am not looking for the activities on timeline.

I am looking for as shown below:

I want to remove Service Activity, Campaign etc

Regards

Rupesh

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Sanjana Ramesh on at

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Hi Rupesh,

You can try editing the SiteMap to hide the activities, in this way, these options don’t appear in the navigation views. This is the OOB way to hide the activities.

Hope this helps!

Regards,
Sanjana

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Chintan Patel 100 on at

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Please go through the below article :https://www.powerobjects.com/blog/2014/03/24/what-to-do-with-unwanted-activity-types-in-dynamics-crm/

I personally prefer Option 1 & 2 from this link.

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Alok Singh 910 on at

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Hi Rupesh,

There is another below thread which was answered in the community. Please try if this will help you

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/216949/account-remove-activity-tipe?pifragment-97030=1

Regards,

Alok

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Rupesh Kumar Gupta 170 on at

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Hi Chintan,

I tried using ribbon workbench but I am not able to see where to hide. It was not visible in ribbon. Can you please help in what to select?

I am using incident entity.

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SamiraM 587 on at

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Hi Rupesh,

Please refer to the below article.

community.dynamics.com/.../unified-interface-properties-for-activity-tab-activity-feed-timeline-new-in-v-9-0

Regards,

Samira

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Rupesh Kumar Gupta 170 on at

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Thank you Samira for your answer but I am not looking for this.

Here is the screenshot where I am looking for:

Since I am new to dynamics 365. I was following the earlier thread to implement using ribbon workbench but I could not find what to hide. Even JS would be a good solution but I am not getting where to start from.

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SamiraM 587 on at

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Try removing the permissions for that entity then I think it will not show up.

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Chintan Patel 100 on at

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You need to add "Booking Alert" and "Campaign Response" in the solution, open that solution in ribbon workbench and customize the sub grid ribbon for these entities if you want to hide these 2 entities from the "New Activity" options.

Manipulating security role is not possible as dynamics doesn't allow security permissions to be set for individual activity type . It can only be configured for the parent Activity Entity.

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