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Hide "Add New Quote" button in Related Quotes of Account RRS feed

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    Hi All,

    Platform : CRM 2011

    1. In the Account entity, I have Related Quotes. When i click quotes, the ribbon shows "Add New Quote" button. I want to hide this button as i do not want to create a new quote from Accounts entity.

    2. In the sales process area, I have Quotes entity. When i click quotes, the ribbon shows "New Quote" button. I want to hide this button.

    Please guide if this requires any changes in customization.xml or anything else.

    Is there any link for trial version of CRM 2011 not 2013 ? ?

    Tanu Goyal


    • Edited by Tanu.goyal Wednesday, September 10, 2014 1:00 PM
    Friday, September 5, 2014 5:15 AM

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    HI Tanu,

    Please Export a solution with quote entity and edit customization.xml .

    Just add the code below in ribbondiffxml tag. 

    <CustomActions>
          <HideCustomAction Location="Mscrm.HomepageGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.HomepageGrid.quote.NewRecord.HideAction" />
          <HideCustomAction Location="Mscrm.SubGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.SubGrid.quote.NewRecord.HideAction" />
          <HideCustomAction Location="Mscrm.SubGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.SubGrid.quote.AddNewStandard.HideAction" />
        </CustomActions>

     Import the solution back after changes and refresh your window.

    I have tested it and it works. 

    • Proposed as answer by Anubhav Bajpai Wednesday, September 10, 2014 11:23 AM
    • Marked as answer by Tanu.goyal Wednesday, September 10, 2014 1:00 PM
    Wednesday, September 10, 2014 10:34 AM

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    Hi Tanu,

    please download ribbon work bench to edit ribbons.

    Regards,

    Jithesh

    Friday, September 5, 2014 7:35 AM
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    hi Tanu,

    that is not id of the button. More like action of the subgrid.

    ribbon work bench is a managed solution written by Microsoft MVP Scott. Using this tool you can easily show/hide buttons from forms, subgrids, based on security role etc.

    regards,

    Jithesh

    Wednesday, September 10, 2014 9:09 AM
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    Hi Tanu,

    please explain to your customer the implications of unsupported customization.

    the only option you have would be to use a jQuery or JavaScript selector to select the anchor tag that precedes the control with that specified id.

    regards,

    Jithesh

    Wednesday, September 10, 2014 9:32 AM
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    Hi Tanu,

    It is possible to do it using ribbon customization. The button id will be Mscrm.SubGrid.quote.NewRecord and Mscrm.SubGrid.quote.AddNewStandard.

    You can get many examples of how to hide a button. just use this button id and also add the these two buttons enable and display rules in diffxml.

    Regards,

    Saad

    • Marked as answer by Tanu.goyal Wednesday, September 10, 2014 9:57 AM
    • Unmarked as answer by Tanu.goyal Wednesday, September 10, 2014 9:57 AM
    Wednesday, September 10, 2014 9:54 AM
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    HI Tanu,

    Please Export a solution with quote entity and edit customization.xml .

    Just add the code below in ribbondiffxml tag. 

    <CustomActions>
          <HideCustomAction Location="Mscrm.HomepageGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.HomepageGrid.quote.NewRecord.HideAction" />
          <HideCustomAction Location="Mscrm.SubGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.SubGrid.quote.NewRecord.HideAction" />
          <HideCustomAction Location="Mscrm.SubGrid.quote.MainTab.Management" HideActionId="Sample.Mscrm.SubGrid.quote.AddNewStandard.HideAction" />
        </CustomActions>

     Import the solution back after changes and refresh your window.

    I have tested it and it works. 

    • Proposed as answer by Anubhav Bajpai Wednesday, September 10, 2014 11:23 AM
    • Marked as answer by Tanu.goyal Wednesday, September 10, 2014 1:00 PM
    Wednesday, September 10, 2014 10:34 AM
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    Hi Mohd,

    The Quote can still be created from Views area. This can not be handled through ribbon workbench. How can i proceed on this ?

    Tanu Goyal

    Monday, September 15, 2014 10:56 AM
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    Hi Tanu,

    Please remove Create privilege of Quote Entity from the Security Role of the Users that you don't want to Create Quote.

    Saad

    Monday, September 15, 2014 12:21 PM
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    Hi Saad,

    I want to create the quote, but only from "Sub-Grid in Opportunity entity".

    I have hidden the "New" button from Sales--> Quote.(through ribbon workbench)

    But a user can create new quote from the above new button in system views( picture shown above).

    Please guide.

    Tanu Goyal

    Monday, September 15, 2014 12:47 PM