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

Remove process bar from Opportunities

Posted on by 80

I am trying to remove the bar below from an Opportunity.

pastedimage1589290454596v1.png

I have removed the process from the security roles but still get this bar.

Any help would be appreciated.

Rob

  • Rob1 Profile Picture
    Rob1 80 on at
    RE: Remove process bar from Opportunities

    Thanks to you both!

  • Verified answer
    Hugo Serras Profile Picture
    Hugo Serras on at
    RE: Remove process bar from Opportunities

    Hello Rob1,

    I hope you are doing great.

    You can do this by security roles. Can you check if you followed what in the link below?

    docs.microsoft.com/.../mt826738(v=crm.8)

    After what you made, the BPF continues to show only on pre-created opportunities or in every opportunity, new or old?

    Best regards

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Remove process bar from Opportunities

    Hi, 

    Please refer to this video: 

    https://youtu.be/i9QN88lgF-4

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