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Hide "new" from Shortcut Menu RRS feed

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    Hi All,

    I want to hide "New" from Sales --> Quotes --> Open the shortcut menu for views and records.

    And it has to done for all users. Not based on any privilege ( Of sub area)

    Is this possible in CRM 2011 On-premise ??

    If yes, please guide  further.

    Tanu Goyal

    Tuesday, September 16, 2014 7:14 AM

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    Any update on this ?

    Tanu Goyal

    Tuesday, September 16, 2014 9:54 AM
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    If you remove create permissions from all the security roles then this will be done for all the users.

    OR

    Use this tool:-

    http://www.develop1.net/public/Download%20Ribbon%20Workbench.aspx

    Regards Faisal

    Wednesday, September 17, 2014 11:11 AM
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    Hi Tanu,

    What you are asking for is not possible in supported way. 

    Please go through below post:

    http://social.microsoft.com/Forums/en-US/96ea462a-f0cb-45c3-9871-590d0a7daf69/crm-2011-remove-shortcut-menu-from-left-hand-navigation-area?forum=crm

    what you can do is Hide the Quote Entity from Sitemap to avoid creation of quotes from Sitemap.

    Regards,

    Saad

    Wednesday, September 17, 2014 11:22 AM
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    Hi Saad,

    Removing Quote entity will remove complete Quote, including System views and recent Quotes.

    I want to hide only "New".

    Any additions ? 

    Tanu Goyal

    Wednesday, September 17, 2014 12:29 PM
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    Hi Tanu,

    The only possible way to acheive it is not supported by CRM.

    Unsupported way is to go to Application Server and make changes in system files. But  I will not recommend it.

    Saad

    Thursday, September 18, 2014 4:55 AM
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    If you want to hide this option to specific users ?? if yes then you can setup a security role and remove create permission from quote, include other permission and make sure they don't have any other higher security role which will allow them to create quote.

    Microsoft Dynamics CRM Training|Our Blog | Follow US | Our Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Thursday, September 18, 2014 6:18 AM
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    Hi Mahender,

    Thankyou for your reply.

    But i want to hide it for all. From you reply, i think that it is not possible.

    I have tried removing Quotes from SiteMap, but it removes complete Quote entity.

    As a workaround, i would like to hide the shortcut menu ( new + system views + Recently Visited) and show Quotes in Sales area. Is this possible ? If yes, how ?

    Tanu Goyal

    Thursday, September 18, 2014 6:41 AM
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    If you just want to remove create options from above screen and want to keep it all other place, there is any supported way of doing this. 

    Microsoft Dynamics CRM Training|Our Blog | Follow US | Our Facebook Page | Microsoft Dynamics CRM 2011 Application Design
    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Thursday, September 18, 2014 9:09 AM
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