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

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Posted on by Community Member

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 want 8780.Screenshot-_2800_89_2900_.png

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Community Member on at

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

Thanks for your response mahender.
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Mahendar Pal 45,095 on at

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

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