In Microsoft Dynamics 365 for Sales, how to remove some standard buttons from ribbon?

We want to disable some standard components from Dynamics 365 for Sales including Leads, Quotes and Products.

How should we remove these buttons from the ribbon menu to stop users from accessing them?

Best Regards

Andrew
Andrew ChingAsked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Feridun KadirPrincipal ConsultantCommented:
Althought it is possible to remove buttons (you could use a third-party tool like the Ribbon Workbench https://www.develop1.net/public/rwb/ribbonworkbench.aspx) you should instead consider modifying security roles. If a user doesn't have access to something, Dynamics won't show it in the user interface. So review the roles you've assigned to users and set the access to Leads, Quotes and so on to None for all privileges. I suggest copying the out of the box roles rather than editing them.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Rikin ShahMicrosoft Dynamics CRM ConsultantCommented:
Hi,

If you need to remove components like Leads, Opportunities for the user access, I suggest you go for inbuilt site map designer- https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2017/03/08/editing-the-site-map-in-dynamics-365-using-the-built-in-site-map-designer

Or you can go for site map editor inside XrmToolBox to remove links to those areas- https://github.com/MscrmTools/XrmToolBox/releases

Regards,
Rikin
0
Andrew ChingAuthor Commented:
Thanks Feridun and Rikin.

Removing access is indeed the straight forward method.

The inbuilt site map editor do help me in further simplify the menu.

Best Regards

Andrew
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Microsoft Dynamics

From novice to tech pro — start learning today.