Hide OOB Ribbon Button

Let’s go step by step and learn how to hide OOB ribbon button.

Step 1: Install Ribbon Workbench if you don’t have ribbon workbench installed. Please go to the following link Download Ribbon Workbench click on download button and give your mail id to get the Ribbon workbench solution.

Step 2: Go to Setting and Click on Import button to Import the downloaded RibbonWorkbench_Managed Solution to your CRM Instance.

As soon as the solution will get imported to the instance you can find Ribbon Workbench you will find the tool installed on the top of solution page.

Step 3: Create a solution and include the entity you want to do the customization. In my case I have taken Opportunity.

Step 4: Open Ribbon Workbench and select the solution you created.

Step 5: On the left hand side select RIBBON, by default COMMAND BAR has been selected.

Step 6: Click on the button you want to hide and select Customize Command option, here I have selected Run Report button to customize.

Step 7: Select Command (Mscrm.ReportMenu.Form) from Solution element and click on Add Display Rule and select Add new Display rule.

Step 8: Give the rule and appropriate name and click on Add Step, Choose EntityPrivilegeRule.

 Step 9: Select Below mentiond property:

EntityName: opportunity (Entity Schema Name)

PriviledgeDepth: None (if you don’t want to allow any user to access the button)

PriviledgeType: Delete

InvertResult: True

AppliesTo: PrimaryEntity

Step 10: Publish your changes.

Step 11: Go to the opportunity form and check for Run Report button.