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Microsoft Dynamics CRM (Archived)

Deactivate Manage Views in Dynamics CRM

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Posted on by 193

Hi,

We have a requirement to deactivate Managed 'Associated Views' as users are not using it and may avoid confusion.

Do we have any workaround for this?

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  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Deactivate Manage Views in Dynamics CRM

    Hi,

    No, you cannot deactivate associated views and unfortunately there isn't any supported way to hide them either. These views are required to see the related records and will not be visible on the main entity view list.

    Why is this confusing the users? If you could share the exact scnarion that there could be some other method to achieve ywhat you are looking for.

    Hope thi shelps.

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Deactivate Manage Views in Dynamics CRM

    Hi,

    Unfortunately you can not deactivate system views.

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Deactivate Manage Views in Dynamics CRM

    Workaround: Go to particular entity form. Remove the associated entity from left navigation. This will hide the associated view icon next to (+) icon in subgrid. Also users can not navigate to associated view from parent record.

    [View:https://community.dynamics.com/crm/f/117/t/252790]

    Associated views will not be showing anywhere in grid list view or Advanced find to confuse users.

  • JZot Profile Picture
    193 on at
    RE: Deactivate Manage Views in Dynamics CRM

    Hi Ravi,

    Thanks for the reply.

    During navigation of associated Accounts, users doesn't want to see any irrelevant/unused views. Please see screenshot.

    766272.Capture.PNG

  • JZot Profile Picture
    193 on at
    RE: Deactivate Manage Views in Dynamics CRM

    Hi  Arun,

    Thanks for the reply unfortunately we need the associated entity in the navigation. It's just the particular associated views users wants to remove.

    0743.Capture.PNG

  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Deactivate Manage Views in Dynamics CRM

    Those public views (not Associated views)  you can deactivate in entity customizations. Then it won’t show anywhere.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Deactivate Manage Views in Dynamics CRM

    Hi JZ,

    Unfortunately, there is no way to deactivate these associated views as these are used by the system. The most you can do is to rename them as "zzz Do not use" or something else so that they appear at the last on the list. This is the normal prcie we follow for the unwanted views/ fields.

    Hope this helps.

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