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How to create button display rule in workbench in CRM 2013

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I have created a custom button in opportunity entity I want to display button on specific condition when user is ABC then display button if user is not ABC then button is hide.

Thursday, January 15, 2015 11:14 AM

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Please have a look at this article.

http://ribbonworkbench.uservoice.com/knowledgebase/articles/76681-hide-a-standard-out-of-the-box-button-based-on-a

in general the easiest way (without single line of code) is to create new Security Role which will have an access to entity which you're not using or new entity. Then you can setup that anyone who will have an access for specific action (like Delete) for specific entity (like Quote) can see this button. Rest will not be able to see it.

It's working.

KG

My Dynamics CRM Blog: http://bovoweb.blogspot.com

Thursday, January 15, 2015 3:51 PM