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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Hide/Show Global Search Close Appointment 'Canceled' button based on activity type and its owner

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Posted on by
Hello Expert,
 
Please refer my PRIVIOUS posted question: Hide/Show Activity Home (View) Cancel button based on activity type and its owner, Mr. Dengliang Li provided an excellent solution. A new requirement as below:
 
Step1: In Global Search searching box, search a Appointment Activity, snip as below
 
//////
 
Step2: Click the Mark Complete button, the Close Appointment window pop up;
 
//////
 
In the State drop-down list, select /Canceled/
 
Now the requirement is: if the activity type is Appointment and Appointment Activity owner is Portal User, show the /Canceled/ button above, otherwise hide it.
 
Could you please provide a solution/any suggestion? 
 
 
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  • Verified answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Unfortunately, I'm afraid that's not possible.
    This form is a special kind of dialog form.
    Unlike the Opportunity Close form, it does not belong to any entity.
     
    It is not possible to add web resources or register steps for plugins.
     
    Best Regards,
    Dengliang Li
     
     

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