Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

I thought this would be fairly simple but it's turned out to be a freakin nightmare....


I need to hide several buttons in Microsoft Dynamics CRM 2011 and I attempted this using Ribbon Workbench but haven't had much luck..

I created a solution and added the entity I was trying to hide the buttons on, in this case I was working with the Opportunity entity, trying to hide 'Close as Won', 'Close as Lost' and 'Recalculate Opportunity'....

I open Ribbon Workbench and load the proper solution I just created with the Opportunity entity inside....

I then right click on the buttons and select 'hide button'... it DOES put a red mark through the button and after I publish the customizations within Ribbon Workbench, close and open the solution file, the buttons are hidden, 

hidden-workbenchribbon.GIF

Then I go back to CRM - reload the page (I have even closed the browser etc and logged in again) but I get nothing, it doesn't work....

hidden-buttons.GIF

I go back to ribbon workbench and the buttons are still hidden and to verify I check the 'Hide Action' section on the entity within Ribbon Workbench

hidden-display.GIF


and STILL the buttons show in Dynamics CRM 2011 on the Opportunity entity..... Please help.

I found some unsupported javascript code that I may try if this Ribbon Workbench thing isn't going to work.

Thanks in advance.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    Thanks for all your detailed replies I really appreciate the assistance but SCOTT you sir are the man, changed it to form and BAM BOOM POW, WORKED!@@#$!@  thanks a lot dude.

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    Hi,

    I think this is a simple case of you customising the wrong ribbon - if you change the dropdown in the top right corner of the design surface to be 'Form' rather than 'Home Page' you can then do the same hiding on those buttons.

    Hope this helps.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,522 on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    Adam,

    Usually it would work.

    You can either using ribbon workbench or yes, the Visual Ribbon Editor.

    Have you try other browsers or clear the cache and before that try to publish all?

    Thanks,

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    hello ,
     after run the exe:


    see this great sample:

    Now it’s time to play with Visual Ribbon Editor Tool. Use below link to download it. http://crmvisualribbonedit.codeplex.com/releases/view/75530

    Extract the files and Run “VisualRibbonEditor.exe”

    image

    1. Click imageon top – left of the screen named as “Connection Info..” ,

    image

    2. Specify the connection details

    image

    3. Once connected, click on image button.


    image


    4. Select the required entity for ribbon customization.

    image


    5. By default, It Loads the ribbon type as Form

    image

    then open your entity , select the button from ribbon then click the button hide:

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    dear Adam Mosley

    try this cool solution:

    https://crmvisualribbonedit.codeplex.com/releases/view/611123

    download link:

    https://crmvisualribbonedit.codeplex.com/downloads/get/1424108

    it's very simple to hide button.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to hide a button on the Ribbon using Ribbon Workbench Dynamics CRM 2011

    Just fyi I followed this KBA with no luck - ribbonworkbench.uservoice.com/.../102796-5-hiding-unhiding-ribbon-elements

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans