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Microsoft Dynamics CRM (Archived)

Disable New Button and fix views as per CRM roles

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Posted on by 12,070 Super User 2024 Season 1

Hi all,

Is there anyway to stop creating new record by disabling this button and fix views as per crm roles for the specific entity?

4048.Untitled5.png

Thank you

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  • Verified answer
    Yadnyesh Kuvalekar Profile Picture
    Yadnyesh Kuvalekar 4,102 on at
    RE: Disable New Button and fix views as per CRM roles

    Hi,

    New button will be shown to the users who have create permission on the entity. If you remove create privilege, then this button will disappear.

    Also, view selection on lookup dialog can be restricted. Open form designer, select lookup field, click on properties, there is an option to restrict view selection.

  • Verified answer
    shivaram Profile Picture
    shivaram 3,315 on at
    RE: Disable New Button and fix views as per CRM roles

    Hi Abdul,

    This is by default Dialog box so you can't disable this New Button.

    For Achieve this either you need to create your custom dialog box looks same as default Dialog Box

    or

    You need to stop giving permissions of Create/Write Permissions of That Particular Entity.  

    Hope it helps you

    Thanks.

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