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Dynamics 365 general forum

Disable interaction with conversation tab

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Posted on by 25

I'm looking to block an agent's ability to make changes via the conversation tab unless a certain condition is met.  The closest I have got to achieving this is to edit the dom using jQuery and hide the "Add info and Activities", "More Commands", and "Enter a note...." elements.  However, this is unsupported by Microsoft, and not recommended.  Is there any other options?

I also cannot hide the conversation tab as the agent's should still be able to view it.

All this is needed for time-tracking purposes.

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Disable interaction with conversation tab

    Hi,

    The supported way would be to control thi sbehaviour with security role/permission i.e. remove the permissions to create/update for that user.

    Not sure if this will be an exact fit but worth a try.

    Hope this helps.

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