Dynamics Community Forum Thread Details

Sales Hub form ribbon customization query

Hi MS Community,

I've been searching online and am really not able to find any information on how to modify entity form ribbon buttons on the Sales Hub.

I'll present the scenario and see if it helps you help me:

I've made changes in their Dynamics 365 instance to the Quote entity, adding enable and display rules to custom quote buttons. These work perfectly within the normal Dynamics instance.

However, as soon as I navigate into the Sales Hub, the same custom buttons appear, but completely ignore the display rules I put down.

As you can see from the above image, Send me the Draft does not show, and the rules that govern Activate Quote and Submit for Approval are showing together despite the display rules switching between the two.

There also isn't any other forms that show up on the Ribbon Workbench that allow me to set their behaviour outside of the main form: