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How do I turn off the Invoice capability RRS feed

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    Hi,

    My company will not use the Invoicing feature in CRM. Is there a way to turn off the Invoicing entity so that it cannot be used by accident?

    Thanks, Mark

     

    Sunday, October 2, 2011 10:08 PM

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    Hi Psychopasta

    The easiest way to remove/hide  "Invoice" from CRM is simply to remove the create/read/write privileges to the invoice entity in the users Role/s. ( on the sales tab)

    This will in turn remove  the navigaton items.

    Regards

    B

     

     

     

     

    Brett Rattey http://brettrattey.wordpress.com
    • Proposed as answer by Brett Rattey Monday, October 3, 2011 3:16 AM
    • Marked as answer by Psychopasta Thursday, October 6, 2011 11:14 PM
    Monday, October 3, 2011 3:16 AM

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    You can remove Invoice from the Sitemap.
    Sunday, October 2, 2011 10:28 PM
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    Thanks Frank. Where do I customize the Sitemap? I'm using CRM 2011 OnLine. 

    - Mark

    Monday, October 3, 2011 12:47 AM
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    Hi Psychopasta

    The easiest way to remove/hide  "Invoice" from CRM is simply to remove the create/read/write privileges to the invoice entity in the users Role/s. ( on the sales tab)

    This will in turn remove  the navigaton items.

    Regards

    B

     

     

     

     

    Brett Rattey http://brettrattey.wordpress.com
    • Proposed as answer by Brett Rattey Monday, October 3, 2011 3:16 AM
    • Marked as answer by Psychopasta Thursday, October 6, 2011 11:14 PM
    Monday, October 3, 2011 3:16 AM
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    Alternatively, you can remove all privileges to the invoice entity to all users. Then the entity will disappear since users do not have the privilege to see it. Only the System Administrator will be able to see it.

    Gonzalo | gonzaloruizcrm.blogspot.com

    Monday, October 3, 2011 1:10 PM
    Moderator
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    Thanks Frank. Where do I customize the Sitemap? I'm using CRM 2011 OnLine. 

    - Mark

    Hi Mark,

    You can use the Pragma Toolkit Application to remove the Invoice Entity from the Sitemap. Here is the link:

    http://pragmatoolkit.codeplex.com/

    Also, as some other colleagues said, you can also remove the privileges from all user roles to the entity.

     

    Regards,

    Frank

    Monday, October 3, 2011 2:55 PM
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    Thank you very much guys. Removing privileges seems to be the easiest way to go.

    -Mark

    Thursday, October 6, 2011 11:14 PM