Customer Engagement & Dynamics CRM Forum

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  • 1.  A Way to Restrict Closing Opportunities in a View

    SILVER CONTRIBUTOR
    Posted Jan 22, 2020 09:37 AM
    Recently, one of our users stumbled on to a way in which they were able to bypass all the stages in our business process flow (and as such leaving out required information to progress) by checking an opportunity from a View and closing it via the command ribbon at the top of the screen. From what I've already been able to find it seems like an all or nothing approach when it comes to limiting accessibility. Is there any way to possibly hide these buttons from the ribbon for just the users without taking away their privileges to close Opportunities altogether? Or rather is there a way to only allow them to close out Opportunities from the actual record so they're forced to enter all necessary information in order to continue through the business process stages? If not, any best practice tips for user adoption/training would be appreciated as well!



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    Bryan Wood
    Cherry Bekaert
    Richmond VA
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  • 2.  RE: A Way to Restrict Closing Opportunities in a View
    Best Answer

    Posted Jan 22, 2020 10:38 AM
    Bryan,
    I would recommend to use Ribbon Workbench to hide those buttons. You can find more information here:
    https://ribbonworkbench.uservoice.com/knowledgebase/articles/102796-5-hiding-unhiding-ribbon-elements

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    Andrew Butenko
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  • 3.  RE: A Way to Restrict Closing Opportunities in a View

    Posted Jan 22, 2020 10:13 PM
    Bryan, it is very much possible to just hide that button on the view altogether. And it will still show on the record/form. Ribbon Workbench is the best tool for such ribbon customizations.

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    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
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  • 4.  RE: A Way to Restrict Closing Opportunities in a View

    TOP CONTRIBUTOR
    Posted Jan 23, 2020 03:51 PM
    Bryan,
        You can also create a synchronous workflow that will run when you try to close an opportunity before your user reaches the end of the Business Process Flow:

    The Secret sauce is using Stop Workflow with a status of Canceled, which will prevent the form from saving the update. On that workflow step, be sure you give the user a message to make it more obvious why they could not close the opportunity:




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    Thanks.
    Nelson Johnson, Solution Architect
    BroadPoint, Inc., Bethesda MD
    Link with me! https://www.linkedin.com/in/nelsonjohnson/
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