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Customer experience | Sales, Customer Insights,...
Answered

Can we hide Convert to Work Order button from opportunity

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Posted on by 5,231

Hi ,

Can we hide "Convert to Work Order" button from opportunity ribbon.

Somehow I'm unable to this button in ribbon customization.

Please suggest.

Can we hide Convert to Work Order button from opportunity

  • Verified answer
    RajarajanS Profile Picture
    RajarajanS on at
    RE: Can we hide Convert to Work Order button from opportunity

    Hello Partner, 

    In the ribbon workbench, make the following changes:

    Change the mode to tablet as shown and you should be able to see the button also as shown:

    pastedimage1584959202111v1.png

    hide this button and this should resolve your query. 

    Hope this helps. Mark answer as verified if it helped.

    Thanks and Regards, 

    Raj

  • Suggested answer
    MikeC282 Profile Picture
    MikeC282 2,115 on at
    RE: Can we hide Convert to Work Order button from opportunity

    Hi,

    So here are the steps:

    1. Install the XRMtoolbox. You can install it here: https://www.xrmtoolbox.com/

    2. Go to the Tool Library

    pastedimage1584658124731v1.png

    3. Find and install the Ribbon Workbench 2016 tool.

    pastedimage1584658164742v2.png

    4. Create a solution and add the opportunity entity into the solution. You don't need to add any components. Just ensure the metadata checkbox is checked.

    pastedimage1584658260294v3.png

    5. In the ribbon workbench load the solution with the opportunity entity

    pastedimage1584658326290v4.png

    6. If all you're after is hiding the Workorder button completely for everyone without the need to add in any display rules then simply find the button in the "Form" area of the workbench and then right click and select Hide. Afterwards, publish it in the Ribbon Workbench and you're done.

  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,231 on at
    RE: Can we hide Convert to Work Order button from opportunity

    Yeah, somehow I'm not able to see in ribbon workbench

  • nkhemji Profile Picture
    nkhemji 2 on at
    RE: Can we hide Convert to Work Order button from opportunity

    Did you try ribbon workbench?

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