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CRM 2013 Online hide items in entity navigation ribbon RRS feed

  • Question

  • Hi,

    I had a request to hide a bunch of Account navigation items, such as Documents, Products, Cases, etc, from Account ribbon.  This is NOT regarding SiteMap.

    So, I went to Account form editor, choose Navigation, highlight the item from left hand navigation area, click Change Properties, choose Name tab from popup Relationship Properties window, click Edit.  In 'Account to XXX' Relationship popup, Choose Do Not Display in Display Options.  Save, Publish...

    When I went back to open an individual account, the items-to-be-hidden are still in the Entity Navigation Ribbon.  I cleared browser caches. Any thoughts?

    Wednesday, February 18, 2015 6:35 PM

Answers

  • Sorry, I figured it out soon.  In Form Editor, after highlighting the item to be hidden from the Navigation panel on left, use Remove button instead of Change Properties button.

    Thanks.

    • Marked as answer by chicago bq Wednesday, February 18, 2015 8:30 PM
    Wednesday, February 18, 2015 8:30 PM