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Microsoft Dynamics CRM (Archived)

Hide Global Search and Advanced Find from Global Ribbon in MS Dynamics CRM 2016

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Posted on by 95

Hi We need to hide Global Search and Advanced find from global ribbon,is there any supported/unsupported way to do it.

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  • Suggested answer
    Community Member Profile Picture
    on at

    walkthrough the link:

    community.dynamics.com/.../150494

    community.dynamics.com/.../165771

  • Suggested answer
    Rahul-Waghmare Profile Picture
    990 on at

    Advanced find button you can hide from the Application ribbon by ribbon customizations!

    Regards,

    Rahul

  • Verified answer
    Wouter Madou Profile Picture
    3,392 on at

    For the online version you will be out of luck.

    On-prem you could try (do this on a clean test server with no other environments please, not on the live server..) to set the #navSearchLayout and the navAdvSearch as visibility:hidden in the navbar.css.aspx file.

    But this is unsupported, breaks all future updates/patches of the crm and is not organisation based but server based.

    So no... there is no good way of hiding it, and honestly, I don't get the reason why anybody would want to hide it?

    Global search is a feature I absolutely love when searching for data. (anyway, personal opinion of course..)

    [View:http://screencast.com/t/sS0Q7rSVxNvz:320:50]

  • SnehaDohale Profile Picture
    95 on at

    Thank You Wouter :)

  • Jai Hashwani Profile Picture
    120 on at

    H8715.img1.PNG"https://www.screencast.com/t/KoaemRQx3Fv">https://www.screencast.com/t/KoaemRQx3Fv

    2) Using ribbon workbench, we can control the functionality of Results button on advance find. I have created

        new Result button and bind same as out of the box Result command to it.

    https://www.screencast.com/t/D3JkjxVm

    https://www.screencast.com/t/gsNQ9sXKqYfl

    3) Adding new EntityPrivilige rule on new custom button and check if the user does have access to create advancefind entity and bind this to the command.

    https://www.screencast.com/t/METEKiBsqwl

    Now based on user permission on advance find entity will drive either the person would able to get results or not.

    Though, this solution does not hide the advance find global button. However, it fulfils the requirement for data security. Also, if user would try to hit the advance find url still they would not able get any results if they donot have permissions on advance find entity.

    https://www.screencast.com/t/GdhocoR301dC

    Also, you could edit permissions for export to excel ribbon and that would cover all the scenarios.

    Hope this would help

  • Community Member Profile Picture
    on at

    Hi Jahangir , i tried to create duplicate "Result" button as you suggested in above comment, can you please let me know in which entity we need to create this "Result" button because using "Ribbon WorkBench 2016" can't able to access Advance find entity

    to add any javascript custom function we need command of specific button as per your suggestion when i tried to customize "Application Ribbon" , i was not able to find command event for Result

    please guide me or share any helping links , i am also facing with same challenge , Thanks in advance  

  • Jai Hashwani Profile Picture
    120 on at

    Hi Navish,

    Please include application ribbon in to your solution that you are trying to load within Ribbon Workbench. 

    012476.Capture.PNG

    look for Mscrm.Advancefind ribbon section on top

    012476.Capture.PNG

    create a copy of the results button and hide the existing one. Now, create new custom entity advancefind in your solution and create a javascript rule on new Results button (enable / disable rule). Make sure the custom advancefind entity is only avaible to systemadmin user. You can control this using security roles. Also, for other roles you can assign them Create permissions and your javascript rules attach to custom button can check if the current logged in user security role is allow create then show the button otherwise hide it by default. 

    The above post explains it very well with all the screenshots. Please follow them and you would be fine.

    Cheers

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