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How to hide business process on main form RRS feed

  • Question

  • I recently upgraded from CRM 2011 on-premise to 2016.  My opportunity form has this aggravating business process in the middle of the screen that I cannot figure out how to eliminate as we have no use for it.  I can minimize some of this each time I open the form, but the banner remains (Qualify-Develop-Propose-Close).  Anyone know how to totally eliminate this?  I've deactivated etc. but still shows up.
    Thursday, April 28, 2016 2:08 PM

Answers

  • The “Opportunity Sales Process” Business Process Flow on Opportunity is OOB so you can not eliminate it.

    While you can hide this Business Process Flow by writing this java script code on OnLoad of Opportunity Form.

    Xrm.Page.ui.process.setVisible(false);

    Thanks,

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Marked as answer by Jwindsor Tuesday, May 3, 2016 2:00 PM
    Tuesday, May 3, 2016 10:14 AM