Did you know that in order to hide menu items you need a few steps.

crm2011

To hide menu items in CRM following the steps below.

For our example I will be demonstrating how to hide the “Attach a File” and “Add a Note” items from Actions on the Task entity.

 

First you will need to locate the id of the fields. To do this with the Task entity open press F12 on the keyboard to view the html.

Search for Attach a File and copy the id and save in Notepad

Search for Add a Note and copy the id and save in Notepad

 

 

Add the following OnLoad event to the Task entity and publish the changes:

// ———————-

var element = document.getElementById(“_MIlocAddFileTo5”) ;

 

if (element != null) {

element.style.display = “none”;

 

}

// ———————-

 

// ———————-

var element = document.getElementById(“_MIlocAddObjTo5”) ;

 

if (element != null) {

element.style.display = “none”;

 

}

// ———————-

 

The “Add a Note” and “Attach a File” are now hidden.

 

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Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.