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Microsoft Dynamics CRM (Archived)

Change options on an entity

Posted on by Microsoft Employee

Hallo,

I want to define, what options user's have on entities, which are shown here in the second line (How is that bar called?)

3821.screenshot.png

How can I do that? F.e. I have there the option to send a Lead per Mail - I want to remove this.

Thank you!

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change options on an entity

    Cool, thanks! My origin is the Salesforce World, there you would have a solution like this in the marketplace. Thanks a lot!

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Change options on an entity

    I believe it downloads a managed solution zip file. You will have to take that file and import into your instance as a solution. The Ribbon Workbench button will then appear in the top left in Settings > Solutions

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change options on an entity

    Hey, thanks for your advice. But can I use this also in Dynamics 365 online? I only see a 'Download' Button

  • Subramanya  Profile Picture
    Subramanya 165 on at
    RE: Change options on an entity

    Hi,

    we call it as Ribbons, Use Ribbon workbench to hide/show the buttons based on the entities.

    follow the links which will help you to customize the ribbions

    www.develop1.net/.../ribbonworkbench.aspx

    ribbonworkbench.uservoice.com/.../71374-1-getting-started-with-the-ribbon-workbench

    Thanks,

    Subramanya

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Change options on an entity

    You will have to use the Ribbon Workbench to achieve this:

    www.develop1.net/.../ribbonworkbench.aspx

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Change options on an entity

    Use Ribbon Workbench to manage all ribbon buttons

    www.develop1.net/.../ribbonworkbench.aspx

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