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Microsoft Dynamics CRM (Archived)

How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

Posted on by 35

HideMenu.PNG

Try to use Ribbon Workbench, but unable to figure out how to do it. Thanks.

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  • Albert_ Profile Picture
    Albert_ 450 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Can you explain more about this?

    or give a reference link about this?

    best regards.

  • Charlie Chen179 Profile Picture
    Charlie Chen179 35 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Thanks Scott,

    I think such a requirement doesn't deserve so much effort.

    By the way, what is Unified Client?

    We're using 2016 on premise.

    Thanks,

  • Charlie Chen179 Profile Picture
    Charlie Chen179 35 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Hi Alex,

    You have good point. If I have to put too much effort on hiding the option, I'd rather reduce the options directly.

    Thanks.

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Yes - the only option is to hide the standard button and create your own button.

    The options are created dynamically and so can't be hidden using Ribbon customisations.

    Using DOM manipulation wouldn't be a good idea because the Unified Client is coming and has a completely different DOM!

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Hi Charlie,

    if you are "open" to "unsupported solution" you could try to manipulate dom to hide these options.

    In this case, please let me know cause I can help you.

    If you found the answer helpful, please mark as Verified 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Hi Charlie,

     Scott is the ultimate expert in everything-ribbon-workbench, so he may have other suggestions.. but, it seems, you'll need to create a custom button, hide the default one, and, probably, use javascript(customrule) to disqualify the leads. Or you can use a dialog as mentioned in the post below, but I'd rather do it with javascript(can be combined with a workflow.. add a hidden field, set it to true, then call Xrm.Page.data.save from javascript.. and register that workflow on save)

    community.dynamics.com/.../238496

  • Charlie Chen179 Profile Picture
    Charlie Chen179 35 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Hi Scott,

    The requirement is to keep the option in OptionSet.Is there any other solution than removing any?

    Thanks a lot.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: How to hide the menu items of "Disqualify" button in Lead entity, CRM 2016 on premise

    Hi,

    These values are dynamically added based on the status reasons for the disqualify status.

    You'll need to edit the Status Reason attribute on the Lead and remove the values you don't want.

    Hope this helps

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