Looking for PowerObjects? Don’t worry, you’re in the right place! We’ve been part of HCL for several years, and we’ve now taken the final step in our acquisition journey: moving our website to the HCL domain. Nothing else is changing – we are still fanatically focused on Microsoft Business Applications!

PowerObjects Blog 

for Microsoft Business Applications


Hide Menu Items In CRM 4.0

Post Author: Joe D365 | April 14th, 2010

Did you know that in order to hide menu items you need a few steps.

To hide menu items in CRM following the steps below.

For our example I will be demonstrating how to hide the "Attach a File" and "Add a Note" items from Actions on the Task entity.

 

First you will need to locate the id of the fields. To do this with the Task entity open press F12 on the keyboard to view the html.

Search for Attach a File and copy the id and save in Notepad

Search for Add a Note and copy the id and save in Notepad

 

 

Add the following OnLoad event to the Task entity and publish the changes:

// ----------------------

var element = document.getElementById("_MIlocAddFileTo5") ;

 

if (element != null) {

element.style.display = "none";

 

}

// ----------------------

 

// ----------------------

var element = document.getElementById("_MIlocAddObjTo5") ;

 

if (element != null) {

element.style.display = "none";

 

}

// ----------------------

 

The "Add a Note" and "Attach a File" are now hidden.

 

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

3 comments on “Hide Menu Items In CRM 4.0”

  3. How to Hide Fax Sub Menu Item in Opportunity entity.

    This value is under Actions>>Activity>>Fax.

    Neen the ID of Fax please will some body help me on this.

    Thanks,
    Madhu.

PowerObjects Recommends