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ReportJust simply looking to see where in the system i can remove the "case" option when converting an activity
thanks in advance for the help
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Just simply looking to see where in the system i can remove the "case" option when converting an activity
thanks in advance for the help
*This post is locked for comments
thanks for the response...got it to work!
Thanks for the screenshot to help...this worked...first time installing workbench...
thanks to everyone as well who responded
Download "Ribbon work bench" and import it to CRM.
Create a new solution and add the activity entity in the solution.
Open Ribbon work bench and load that solution
Click that entity and right click the convert button hide it.
You can hide convert to Case option, but you need to this for each activity type.
e..g. email you can hide option as follows, using Ribbonworkbench
you can hide same way for other activities. This will hide convert to case option when activity is opened (from activity form ribbon command).
hope this will help.
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