Announcements
Is there any way to hide dashboard buttons based on security role
I would like to hide '+New' and 'Save As' button
Hi Snitika,
We may use Ribbon Workbench to help on the customization. You may find download the solution from the following link.
http://www.develop1.net/public/rwb/ribbonworkbench.aspx
You may control the visibility by using some customized display rules.
For more information you may check the following blog as reference.
https://www.powerobjects.com/blog/2018/02/02/using-the-ribbon-workbench-in-crm-2016/
In security role, you could edit User Dashboard, at Core Record tab.
I am modified the security role as well as tried to hide the buttons via ribbon workbench. Still the buttons are there on the dashboard.
Is there any other way to hide these buttons?
After you modified security role, you should log out then log in again to effect your changes.
If user was assigned many roles, make sure that you modified all of them.
Using Ribbon workbench is more flexible. You may find download the solution from the following link.
Hello Snitika, I also facing this kind of issue.Did you any resolution for this particular requirement. If you have please share the idea. I've tried multiple ways to hide those buttons. But still there is no positive result.
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.
Jump in, show your community spirit, and win prizes!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Abhilash Warrier 51 Super User 2026 Season 1
Muhammad Shahzad Sh... 51 Most Valuable Professional
Nagaraju_Matta 50
