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MS CRM 2011: to remove 'Add New Lead' on Advanced Find. RRS feed

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    Hi,

    I need to remove 'Add New Lead' on Advanced Find but not from its parent's SubGrid (Lead has N:1 relationship with xyz entity).

    So, I will not see 'Add New Lead' on Advanced Find while searching leads, but will be available on xyz's left navigation pane.

    How can I achieve it?

    Thanks and Regards,

    Arun

    Thursday, November 22, 2012 2:46 PM

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    Hi Arun,

    This is quite easy using the Ribbon Workbench for CRM2011 - http://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

    1. Create a solution that contains the Lead entity
    2. Load the solution into the Ribbon Workbench
    3. Select the 'Subgrid' ribbon using the drop down top right of the design surface
    4. Right-Click on the 'New {0}' button and select 'Customise Command'
    5. Since we don't need to customise all the Display rules (only the command), locate the 'Display Rules' in the Solution Elements
    6. For each Display Rule set 'IsCore=True'
    7. Locate the 'Mscrm.NewRecordFromGrid' command in the 'Solution Element' Commands section
    8. Right-Click on the Mscrm.NewRecordFromGrid command and select 'Edit Display Rules'
    9. Click 'Add New'
    10. Click 'Add Step'
    11. Select 'PageRule' and set Address='/AdvancedFind/fetchData.aspx' and InvertResult=True
    12. Click 'OK' and 'OK again.
    13. Click Publish

    You'll now only see the 'Add Lead' button in subgrids - and not the Advanced Find results

    Scott

    Scott Durow
    Read my blog: www.develop1.net/public     Follow Me on Twitter
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Friday, November 23, 2012 10:19 AM
    Answerer

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    Hi Arun,

    This is quite easy using the Ribbon Workbench for CRM2011 - http://ribbonworkbench.uservoice.com/knowledgebase/articles/71374-1-getting-started-with-the-ribbon-workbench

    1. Create a solution that contains the Lead entity
    2. Load the solution into the Ribbon Workbench
    3. Select the 'Subgrid' ribbon using the drop down top right of the design surface
    4. Right-Click on the 'New {0}' button and select 'Customise Command'
    5. Since we don't need to customise all the Display rules (only the command), locate the 'Display Rules' in the Solution Elements
    6. For each Display Rule set 'IsCore=True'
    7. Locate the 'Mscrm.NewRecordFromGrid' command in the 'Solution Element' Commands section
    8. Right-Click on the Mscrm.NewRecordFromGrid command and select 'Edit Display Rules'
    9. Click 'Add New'
    10. Click 'Add Step'
    11. Select 'PageRule' and set Address='/AdvancedFind/fetchData.aspx' and InvertResult=True
    12. Click 'OK' and 'OK again.
    13. Click Publish

    You'll now only see the 'Add Lead' button in subgrids - and not the Advanced Find results

    Scott

    Scott Durow
    Read my blog: www.develop1.net/public     Follow Me on Twitter
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Friday, November 23, 2012 10:19 AM
    Answerer
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    Thanks Scott. Working fine now.
    • Proposed as answer by kMAT1 Sunday, November 16, 2014 12:55 PM
    Wednesday, November 28, 2012 11:42 AM