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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / customize command bar/...
Microsoft Dynamics CRM (Archived)

customize command bar/ribbon - convert to options (I need to remove "case")

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Posted on by Community Member

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

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  • Verified answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: customize command bar/ribbon - convert to options (I need to remove "case")

    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

    hidetocase.PNG

    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. 

  • Verified answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,212 on at
    RE: customize command bar/ribbon - convert to options (I need to remove "case")

    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.

  • Community Member Profile Picture
    Community Member on at
    RE: customize command bar/ribbon - convert to options (I need to remove "case")

    Thanks for the screenshot to help...this worked...first time installing workbench...

    thanks to everyone as well who responded

  • Community Member Profile Picture
    Community Member on at
    RE: customize command bar/ribbon - convert to options (I need to remove "case")

    thanks for the response...got it to work!

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