Microsoft Dynamics CRM (Archived)

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

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Posted on by Charlie Chen179

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

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ScottDurow 21 on at

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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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Charlie Chen179 37 on at

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Hi Scott,

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

Thanks a lot.

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ashlega 34,477 on at

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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

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Community Member on at

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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

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Verified answer

ScottDurow 21 on at

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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!

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Charlie Chen179 37 on at

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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.

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Charlie Chen179 37 on at

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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,

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Albert_ 458 on at

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Can you explain more about this?

or give a reference link about this?

best regards.

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