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Disable the Service Activity in CRM 2011 RRS feed

  • Question

  • Hi,

    I need to hide the 'Service Activity'. I turn off the privileges of Read, Create, Write and Delete at Setting - Administration - Security 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
    Wednesday, October 19, 2011 6:18 AM

Answers

  • Hi Zohaib,

    The list of New Activity, cannot be modified to remove any activity type from there.

    Using Plugin as suggested by daemon lin you can prevent the users from read/create/update Service Activity. You can write a plugin that will trap the create/update event of Service Activity and throw an error from the pre-create/update event. This will prevent any user from actually creating Service Activity in CRM. This is a workaround to removing the Service Acitivity option from Activity type.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, October 19, 2011 10:03 AM

All replies

  • you can develop a plugin for retrieve message
    daemon lin
    Wednesday, October 19, 2011 7:26 AM
  • Dear daemonlin,

    You mean to say in order to disable or hide the Service Activity located at Workplace - MyWork - Activities - New Activity, I need to create a plugin for this. Btw, can you please elaborate more about your plugin idea?

    Thanks.


    Software developer working on Asp.Net, C#, jQuery and Dynamics CRM
    Wednesday, October 19, 2011 7:37 AM
  • Hi Zohaib,

    The list of New Activity, cannot be modified to remove any activity type from there.

    Using Plugin as suggested by daemon lin you can prevent the users from read/create/update Service Activity. You can write a plugin that will trap the create/update event of Service Activity and throw an error from the pre-create/update event. This will prevent any user from actually creating Service Activity in CRM. This is a workaround to removing the Service Acitivity option from Activity type.

    HTH

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, October 19, 2011 10:03 AM
  • Dear Sam,

    Thanks for the reply and give details of workaround.


    Software developer working on Asp.Net, C#, jQuery and Dynamics CRM
    Wednesday, October 19, 2011 10:57 AM
  • Hi Zohaib,

    If this has resolved your query, please make sure to mark the reply as the answer for this question.

    This will close this thread.

    Thanks!

    Sam


    Web: http://www.inogic.com
    Blog: http://inogic.blogspot.com
    Email: news@inogic.com
    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    Wednesday, October 19, 2011 11:17 AM