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In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

Posted on by Microsoft Employee

In Dynamics 365 form, How to only show "Audit History"   in Related tab and hide "Activities","connections", "background process" tab 

ONLY-SHOW-AUDIT-HISTORY.jpg

pastedimage1636012155957v1.png

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    I logged in from same account, but next day when i logged in it asked me to create new user id  so i created "ps_k12",

    now  i don't get access to click "YES" BUTTON.

    If it is possible , please close this thread as resolved from your end.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    Hi Partner,

    I notice that the current account you are login is ps_k12 but the account you post question is ps_k1, they are not the same.

    You need change to original account(ps_k1) to get it.

    Thanks in advance!:)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    pastedimage1636096809978v1.png

    receiving this error

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    Hi psk_12,

    Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

     pastedimage1636096064882v1.png

    Thanks.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    I removed privileges of Activity entity. and it worked.

    Thank you so much for the help

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    Hi ps_k1,

    Yes, the scenario is possible.

    Can you tell me which entity you are using currently? It's very import!

    'Activities' will appear in related tab as long as you check the ‘Activities’ option of entity in Communication and Collaboration section. And you can’t uncheck it once you check it.

    pastedimage1636090582304v2.png

    For some OOB entities that has enabled 'Activities' option by default, you can remove ‘Activities’ from navigation to hide it in the form.

    However, it is not possible for custom entities and other OOB entities that enabled 'Activities' option by the user himself, there will be no Activities option present on Navigation pane and relationship explorer(That's what happened to you.).

    For it, you can hide it through setting security roles that assigned to users without any privileges of Activity entity.

    pastedimage1636090481175v1.png

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    Hi   ,

    Thank you so much for the quick response.

    I was able to do the same and but in navigation bar "Activities"  option was not available, all other option i was able to hide. not sure why "Activities" was not showing, it is visible in the Form

    pastedimage1636027480767v1.png

    pastedimage1636027534734v2.png

    is there any setting i need to enable to get the activities option in the navigation option while customizing  .

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: In Dynamics 365 form, How to only show "Audit History" in Related tab and hide "Activites","connections", "background process" tab

    Hi ps_k1,

    Go Settings > Customizations > Customize the system > Entities > one entity you need > Forms to open the form you need.

    Click 'Navigation' button, then you can remove navigations from left pane.

    pastedimage1636016370173v1.png

    Save and Publish all customizations.

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