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As CRM Superheroes, we are often asked to conquer the impossible. Some tasks are difficult and some are easy as rescuing a dog from a burning building with your hands tied behind your back. Here we have a Microsoft Dynamics CRM “how-to” to make you look like a superhero in your organization: How to Hide a Ribbon Button in CRM 2011.

development

Prerequisite: Microsoft Dynamics CRM 2011 SDK

In this example we will hide the Assign Button in the lead entity form.

How to Hide a Ribbon Button in CRM 2011

First Step

  1. Identifying the ID value of the button that you want to hide.
  2. Open the folder SDKResourcesExportedRibbonXml from the SDK folder that you installed. And choose the xml file that is associated with lead entity (leadRibbon.xml in this example).
  3. Locate the button ID that points to assign button in the lead entity.

Second Step

  1. Create a solution with the lead entity , add to the soultion Application Ribbons from the Client Extensions tab.
  2. Export the solution.

Third step:

  1. Open the customizations.xml file from the solution folder.
  2. Modify the following code:

    <RibbonDiffXml>

    <CustomActions />

    <Templates>

    <RibbonTemplates

    Id=Mscrm.Templates>RibbonTemplates>

    Templates>

    <CommandDefinitions />

    <RuleDefinitions>

    <TabDisplayRules />

    <DisplayRules />

    <EnableRules />

    RuleDefinitions>

    <LocLabels />

    RibbonDiffXml>

To:

<RibbonDiffXml>

<CustomActions >

<HideCustomAction

Location=Mscrm.Form.lead.Assign

HideActionId=Sample.Form.lead.Assign.HideAction />

CustomActions>

<Templates>

<RibbonTemplates

Id=Mscrm.Templates>RibbonTemplates>

Templates>

<CommandDefinitions />

<RuleDefinitions>

<TabDisplayRules />

<DisplayRules />

<EnableRules />

RuleDefinitions>

<LocLabels />

RibbonDiffXml>

  1. Copy the file back to the solution folder and import the soltion.
  2. Publish the solution.

This should be the new result when you create a new lead entity:

So, there you have it–how to hide a ribbon button in CRM 2011. Hope this helps you and your organization work more efficiently. Are there other “how-to’s” you would like answer? User the comments to let us know.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.