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Remove Sales Tab from CRM View for Service people RRS feed

  • Question

  •  

    Hello guys,

     

    My boss is concerned with some security issues on CRM. One of them is that he doesn't want sales tab to be viewed by service personel.

     

    Is there anyway where I can remove the tabs from outlook plugin and the web interface based on the security group each memebr is assigned???

     

    If not is there any other way of doing that???

     

    I just want to configure crm so that if you don't belong to a certain Security group you shouldn't be in the possition of viewing the coresponding tab.

     

     

    Regards

     

    Sotiris

    Tuesday, June 17, 2008 9:52 AM

Answers

    1. /* Removing Sub-Account navigation bar at runtime */   
    2. if(document.all.navSubAct != null)  
    3. {  
    4.     navSubAct.style.display = 'none';  
    5. }  
    6.   
    7. /* Hiding Service Tag at runtime */   
    8. if(document.all._NA_CS != null)  
    9. {  
    10.     document.all._NA_CS.style.display = 'none';  
    11. }  
    12.   
    13. /* Moving Case under details group at runtime */   
    14. if((document.all.navService != null) && (document.all._NA_Info != null))  
    15. {  
    16.     document.all._NA_Info.appendChild(navService);  
    17. }  
    18.   
    19. /* Changing group name from 'Sales' to 'Management' */  
    20. if (document.all._NA_SFA != null)  
    21. {  
    22.     document.getElementById("_NA_SFA").innerHTML = document.getElementById("_NA_SFA").innerHTML.replace("Sales","Management");  
    23. }  

     

    Wednesday, June 18, 2008 5:58 PM
    Moderator
  • Sotiris,

     

    Why can't you setup security role for those group of people?(...One of them is that he doesn't want sales tab to be viewed by service personel.)

     

    Alternatively, you can use JScript to check user's security role, then hide the tab.

    See this: http://jianwang.blogspot.com/2008/01/crm-40-check-current-users-security.html

     

    Cheers,

    Jim

    Tuesday, June 24, 2008 11:37 PM
    Moderator

All replies

  • By the way I'm using CRM 4.0

    Tuesday, June 17, 2008 9:54 AM
    1. /* Removing Sub-Account navigation bar at runtime */   
    2. if(document.all.navSubAct != null)  
    3. {  
    4.     navSubAct.style.display = 'none';  
    5. }  
    6.   
    7. /* Hiding Service Tag at runtime */   
    8. if(document.all._NA_CS != null)  
    9. {  
    10.     document.all._NA_CS.style.display = 'none';  
    11. }  
    12.   
    13. /* Moving Case under details group at runtime */   
    14. if((document.all.navService != null) && (document.all._NA_Info != null))  
    15. {  
    16.     document.all._NA_Info.appendChild(navService);  
    17. }  
    18.   
    19. /* Changing group name from 'Sales' to 'Management' */  
    20. if (document.all._NA_SFA != null)  
    21. {  
    22.     document.getElementById("_NA_SFA").innerHTML = document.getElementById("_NA_SFA").innerHTML.replace("Sales","Management");  
    23. }  

     

    Wednesday, June 18, 2008 5:58 PM
    Moderator
  •  

    Where do I add this code???

     

    Is it the load.aspx????

    Tuesday, June 24, 2008 4:53 PM
  • its javascript code for onload function

     

    Regards,

    Imran

     

    msn : mscrmexpert@gmail.com

     

     

    Tuesday, June 24, 2008 5:31 PM
    Moderator
  • Is there a global on load rather than individual entities I can use to remove the top level tabs like sales marketing and service ????

     

    Reagards

     

    Sotiris

    Tuesday, June 24, 2008 7:32 PM
  • Sotiris,

     

    Why can't you setup security role for those group of people?(...One of them is that he doesn't want sales tab to be viewed by service personel.)

     

    Alternatively, you can use JScript to check user's security role, then hide the tab.

    See this: http://jianwang.blogspot.com/2008/01/crm-40-check-current-users-security.html

     

    Cheers,

    Jim

    Tuesday, June 24, 2008 11:37 PM
    Moderator
  • This is my input for Hiding tab in CRM 4

    Hiding Tab in CRM4

    Source “Working with Microsoft Dynamics CRM 4.0” book p599

    -download and extract the script from http://www.microsoft.com/mspress/companion/9780735623781

    -copy microsoft.com/mspress/companion/9780735623781/HidingTab.js into C:\Inetpub\wwwroot\ISV

    -open CRM Console-Settings-Customization-Customize Entities

    -open Case-Forms and Views-Form

    -click Form Properties

    -click Events-OnLoad-Edit

    -tick Event is enabled and type this

    var scriptElement = document.createElement("<script language='javascript' type='text/javascript'>");

    scriptElement.src = "/ISV/HidingTab.js";

    scriptElement.attachEvent("onreadystatechange", Script_OnLoad);

    document.getElementsByTagName("head")[0].insertAdjacentElement("beforeEnd", scriptElement);

     

    // Create function to execute immediately after the script file has loaded

    function Script_OnLoad()

    {

      if (event.srcElement.readyState == "loaded" || event.srcElement.readyState == "complete")

      {

        // Safely call functions defined in your external script file.

      }

    }

     

     

    Regards,

    Imran

     

    Wednesday, June 25, 2008 4:54 PM
    Moderator