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Hiding the menu items from New Activities menu on the top navigation

    Question

  • I need to remove  "Service Activity" and "Campaign Response" as activity types from the NEW ACTIVITY menu from the top left of the CRM homepage ,

    Kindly help me
    Wednesday, October 28, 2009 6:37 AM

Answers

  • Hi Rahul,

    Open the dlg_create.aspx page found at ..\Microsoft Dynamics CRM\CRMWeb\Activities

    And comment out the following lines of code 


    <%
    RenderListItem(Util.Task, Privileges.CreateActivity);
    RenderListItem(Util.Fax, Privileges.CreateActivity);
    RenderListItem(Util.PhoneCall, Privileges.CreateActivity);
    RenderListItem(Util.Email, Privileges.CreateActivity);
    RenderListItem(Util.Letter, Privileges.CreateActivity);
    RenderListItem(Util.Appointment, Privileges.CreateActivity);
    //RenderServiceAppointment();
    //RenderCampaignResponse();
    %>
    i.e.

    This is also unsupported.

    Regards,
    Nishant Rana
    http://nishantrana.wordpress.com
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 8:59 AM
  • Thanks nishant, that wil work
    but i was just trying in the mean time and did it like this

    this is also working

    function Hide()
    {

    document.getElementById('item4214').style.display = 'none';
    document.getElementById('item4401').style.display = 'none';
    }

    <body onload="JavaScript:Hide();">

    since both are unsupported which one do u suggest ??
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 9:26 AM
  • Hi Rahul,

    I think you could use either of them. In case if you find any issue than you could try the other one.

    The one i suggested, i think would not let those options to be created on the dialog box.
    And the one you have found would hide them once they get created on the load event.

    Regards,
    Nishant Rana



    http://nishantrana.wordpress.com
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 9:30 AM

All replies

  • Hi.

    The simplest way is to revoke access to this entities in security roles of users. Other ways are unsupported.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, October 28, 2009 7:09 AM
    Moderator
  • Hi Rahul,

    You need to put the following JavaScript on you bar_Top.aspx page within _root folder of CRM Web.

    <script type="text/javascript">
        function window.onload() {
            document.getElementById('btn_new_serviceappointment').style.display = 'none';
            document.getElementById('btn_new_campaignresponse').style.display = 'none';        
        }
    </script> 
    

    However this is an unsupported customization.

    You could also check this post !


    Regards,
    Nishant Rana


    http://nishantrana.wordpress.com
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
    • Unmarked as answer by Rahul raj Wednesday, October 28, 2009 8:50 AM
    Wednesday, October 28, 2009 7:11 AM
  • Thanks Andriy

    There are no entites  called 
    "Service Activity" and "Campaign Response".
    in the security role window, But  there is a entity called Activities
    where will is set the permission


    Wednesday, October 28, 2009 7:22 AM
  • Hi, Rahul.

    My mistake - you are right. If you will remove permision to activities - user would not be able to create any activity. You should use Nishant's code.

    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, October 28, 2009 7:27 AM
    Moderator
  • Thanks
    Nishant Rana

    for the imme reply, It worked for me



    • Marked as answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
    • Unmarked as answer by Rahul raj Wednesday, October 28, 2009 7:36 AM
    Wednesday, October 28, 2009 7:36 AM
  • I need to hide this from Activities--> New Dialog
    in that dialog we can see these 2 items
    how do i hide from there


    Wednesday, October 28, 2009 8:50 AM
  • Hi Rahul,

    Open the dlg_create.aspx page found at ..\Microsoft Dynamics CRM\CRMWeb\Activities

    And comment out the following lines of code 


    <%
    RenderListItem(Util.Task, Privileges.CreateActivity);
    RenderListItem(Util.Fax, Privileges.CreateActivity);
    RenderListItem(Util.PhoneCall, Privileges.CreateActivity);
    RenderListItem(Util.Email, Privileges.CreateActivity);
    RenderListItem(Util.Letter, Privileges.CreateActivity);
    RenderListItem(Util.Appointment, Privileges.CreateActivity);
    //RenderServiceAppointment();
    //RenderCampaignResponse();
    %>
    i.e.

    This is also unsupported.

    Regards,
    Nishant Rana
    http://nishantrana.wordpress.com
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 8:59 AM
  • Thanks nishant, that wil work
    but i was just trying in the mean time and did it like this

    this is also working

    function Hide()
    {

    document.getElementById('item4214').style.display = 'none';
    document.getElementById('item4401').style.display = 'none';
    }

    <body onload="JavaScript:Hide();">

    since both are unsupported which one do u suggest ??
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 9:26 AM
  • Hi Rahul,

    I think you could use either of them. In case if you find any issue than you could try the other one.

    The one i suggested, i think would not let those options to be created on the dialog box.
    And the one you have found would hide them once they get created on the load event.

    Regards,
    Nishant Rana



    http://nishantrana.wordpress.com
    • Marked as answer by Rahul raj Wednesday, October 28, 2009 10:01 AM
    Wednesday, October 28, 2009 9:30 AM
  • Thanks Nishant

    Wednesday, October 28, 2009 10:01 AM
  • Hi is there a possibility to add a custom entity to the Activities List ,
    I have hidden 2 items , now can i add a new item (A custom Entity)??

    Thursday, November 12, 2009 7:58 AM
  • This solution works for the website but does not remove the button from the Outlook client toolbar. Is there a way to remove it from the client as well?
    Tuesday, June 08, 2010 5:19 PM
  • A little late but may be somebody else will need it:

    To hide "Campaign Response" - turn off privilege: Role > Core Records Tab > Activity > Append To (only Campaign Response activity type becomes hidden)

    To hide "Service Activity" - turn off privilege: Role > Service Management Tab > Append To (only Service Activity becomes hidden)

    Monday, October 04, 2010 7:21 PM
  • Dear Alex,

    I also need to hide the 'Service Activity'. I turn off the privileges of Read, Create, Write and Delete at 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 6:16 AM
  • Hi Nishant,

    I am using Crm 2011, I open the dlg_create.aspx page at \CRMWeb\Activities

    But i didn't find RenderListItem() function  in this page.

    My requirement is that i want to romove following links from Activities Grid Dropdown list. .. Any idea about that?  thanks :)

    Service Activity
    Campaign Response
    Campaign Activity
    Recurring Appointment

    <br/>
    

    Thursday, June 27, 2013 9:14 AM
  • Hi Alex,

    My requirement is that i want to remove following links from Activities Grid Drop down list. .. Any idea about that?  thanks :)

    Service Activity
    Campaign Response
    Campaign Activity
    Recurring Appointment

    I exactly followed your method, by turning off privilege of Core Record and Service Management. But activities are still showing under activities grid dropdown?

    Thursday, June 27, 2013 9:30 AM
  • hey, how you hide that two items (sub activity) please tell me with whole process please.
    Saturday, August 30, 2014 6:25 AM
  • Sir, where i'll get this in MS Dynamics CRM 2011:

    Role > Service Management Tab > Append To

    Role > Core Record Tab > Activity > Append To

    Please Help Sir.

    And Sir i want only Phone/Appointment/Email/Task thats it others all hide so what to do sir 

    Please Help 

    Saturday, August 30, 2014 6:31 AM