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Microsoft > Dynamics Forums > CRM Development > Hiding the menu items from New Activities menu on the top navigation

Answered Hiding the menu items from New Activities menu on the top navigation

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      Wednesday, October 28, 2009 6:37 AM
       
       
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      I need to remove  "Service Activity" and "Campaign Response" as activity types from the NEW ACTIVITY menu from the top left of the CRM homepage ,

      Kindly help me
       

    Answers

    • Wednesday, October 28, 2009 8:59 AM
       
       Answered Has Code
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      Hi Rahul,

      Open the dlg_create.aspx page found at ..\Microsoft Dynamics CRM\CRMWeb\Activities

      And comment out the following lines of code 


      <%
RenderListItem(Util.Task, Privileges.CreateActivity);
RenderListItem(Util.Fax, Privileges.CreateActivity);
RenderListItem(Util.PhoneCall, Privileges.CreateActivity);
RenderListItem(Util.Email, Privileges.CreateActivity);
RenderListItem(Util.Letter, Privileges.CreateActivity);
RenderListItem(Util.Appointment, Privileges.CreateActivity);
//RenderServiceAppointment();
//RenderCampaignResponse();
%>
      i.e.

      This is also unsupported.

      Regards,
      Nishant Rana
      http://nishantrana.wordpress.com
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
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    • Wednesday, October 28, 2009 9:26 AM
       
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      Thanks nishant, that wil work
      but i was just trying in the mean time and did it like this

      this is also working

      function Hide()
      {

      document.getElementById('item4214').style.display = 'none';
      document.getElementById('item4401').style.display = 'none';
      }

      <body onload="JavaScript:Hide();">

      since both are unsupported which one do u suggest ??
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
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    • Wednesday, October 28, 2009 9:30 AM
       
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      Hi Rahul,

      I think you could use either of them. In case if you find any issue than you could try the other one.

      The one i suggested, i think would not let those options to be created on the dialog box.
      And the one you have found would hide them once they get created on the load event.

      Regards,
      Nishant Rana


      http://nishantrana.wordpress.com
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
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    All Replies

    • Wednesday, October 28, 2009 7:09 AM
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      Hi.

      The simplest way is to revoke access to this entities in security roles of users. Other ways are unsupported.
      Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
       
    • Wednesday, October 28, 2009 7:11 AM
       
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      Hi Rahul,

      You need to put the following JavaScript on you bar_Top.aspx page within _root folder of CRM Web.

      <script type="text/javascript">
    function window.onload() {
        document.getElementById('btn_new_serviceappointment').style.display = 'none';
        document.getElementById('btn_new_campaignresponse').style.display = 'none';        
    }
</script>

      However this is an unsupported customization.

      You could also check this post !


      Regards,
      Nishant Rana

      http://nishantrana.wordpress.com
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
      • Unmarked As Answer by Rahul raj Wednesday, October 28, 2009 8:50 AM
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    • Wednesday, October 28, 2009 7:22 AM
       
       
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      Thanks Andriy

      There are no entites  called 
      "Service Activity" and "Campaign Response".
      in the security role window, But  there is a entity called Activities
      where will is set the permission


       
    • Wednesday, October 28, 2009 7:27 AM
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      Hi, Rahul.

      My mistake - you are right. If you will remove permision to activities - user would not be able to create any activity. You should use Nishant's code.
      Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
       
    • Wednesday, October 28, 2009 7:36 AM
       
       
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      Thanks
      Nishant Rana

      for the imme reply, It worked for me



      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
      • Unmarked As Answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
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    • Wednesday, October 28, 2009 8:50 AM
       
       
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      I need to hide this from Activities--> New Dialog
      in that dialog we can see these 2 items
      how do i hide from there


       
    • Wednesday, October 28, 2009 8:59 AM
       
       Answered Has Code
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      Hi Rahul,

      Open the dlg_create.aspx page found at ..\Microsoft Dynamics CRM\CRMWeb\Activities

      And comment out the following lines of code 


      <%
RenderListItem(Util.Task, Privileges.CreateActivity);
RenderListItem(Util.Fax, Privileges.CreateActivity);
RenderListItem(Util.PhoneCall, Privileges.CreateActivity);
RenderListItem(Util.Email, Privileges.CreateActivity);
RenderListItem(Util.Letter, Privileges.CreateActivity);
RenderListItem(Util.Appointment, Privileges.CreateActivity);
//RenderServiceAppointment();
//RenderCampaignResponse();
%>
      i.e.

      This is also unsupported.

      Regards,
      Nishant Rana
      http://nishantrana.wordpress.com
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
      •  
       
    • Wednesday, October 28, 2009 9:26 AM
       
       Answered
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      Thanks nishant, that wil work
      but i was just trying in the mean time and did it like this

      this is also working

      function Hide()
      {

      document.getElementById('item4214').style.display = 'none';
      document.getElementById('item4401').style.display = 'none';
      }

      <body onload="JavaScript:Hide();">

      since both are unsupported which one do u suggest ??
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
      •  
       
    • Wednesday, October 28, 2009 9:30 AM
       
       Answered
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      Hi Rahul,

      I think you could use either of them. In case if you find any issue than you could try the other one.

      The one i suggested, i think would not let those options to be created on the dialog box.
      And the one you have found would hide them once they get created on the load event.

      Regards,
      Nishant Rana


      http://nishantrana.wordpress.com
      • Marked As Answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
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    • Wednesday, October 28, 2009 10:01 AM
       
       
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      Thanks Nishant

       
    • Thursday, November 12, 2009 7:58 AM
       
       
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      Hi is there a possibility to add a custom entity to the Activities List ,
      I have hidden 2 items , now can i add a new item (A custom Entity)??

       
    • Tuesday, June 08, 2010 5:19 PM
       
       
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      This solution works for the website but does not remove the button from the Outlook client toolbar. Is there a way to remove it from the client as well?
       
    • Monday, October 04, 2010 7:21 PM
       
       
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      A little late but may be somebody else will need it:

      To hide "Campaign Response" - turn off privilege: Role > Core Records Tab > Activity > Append To (only Campaign Response activity type becomes hidden)

      To hide "Service Activity" - turn off privilege: Role > Service Management Tab > Append To (only Service Activity becomes hidden)

       
    • Wednesday, October 19, 2011 6:16 AM
       
       
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      Dear Alex,

      I also need to hide the 'Service Activity'. I turn off the privileges of Read, Create, Write and Delete at Role - Service Management Tab - Service (entity) as None.

      Now, Service Activity is disable at all levels except at Workplace - My Work - Activities - New Activity - Service Activity. Any idea, how to disable this one?

      Thanks.

      Software developer working on Asp.Net, C#, jQuery and Dynamics CRM