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Customer experience | Sales, Customer Insights,...
Suggested answer

Disable option on the Opportunity Line form

Posted on by 140

Hi,

Is there a possibility to disable "New product option" when selecting existing product from list on Opportunity Line form?

pastedimage1598388931137v1.png

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable option on the Opportunity Line form

    Hi Davor,

    You can go Settings > security > security roles to select one that you need, and cancel create permission on Product entity under Sales tab.

    pastedimage1598418632871v2.pngpastedimage1598418565900v1.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Disable option on the Opportunity Line form

    Hi,

    You can control this button based on security role. Remove Create permission on Product entity and you will button is no longer visible.

    But you will not be create new product from anywhere in CRM system.

    Please mark my answer verified if i were helpful

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