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Microsoft Dynamics CRM (Archived)

How to limit the dropdown of role(to) in stakeholders subgrid lead entity?

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Posted on by

Hi Experts,

I have a requirement.I need to limit the dropdown list of role(to).How can i do that?I tried going to business management and connection roles by unchecking the some connection roles but still am able to see them?How can i reduce?What happens if i delete

some roles which i dont want?

the roles which dont want8780.Screenshot-_2800_89_2900_.png

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  • Verified answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi Sanjay

    You can change role category to others, then you should not see them, instead of deleting them.

    Please check this for more details steps: ledgeviewpartners.com/.../how-to-remove-a-role-from-the-stakeholders-or-sales-team-sub-grids-in-dynamics-crm

  • Community Member Profile Picture
    on at

    Thanks for your response mahender.

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