Customer Engagement & Dynamics CRM Forum

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  • 1.  Removing, reordering and hiding specific Activities in the command bar

    GOLD CONTRIBUTOR
    Posted 22 days ago
    Hello,

    I have a need to remove, hide and reorder specific Activities in the command bar.   I've looked in the new UI editor and in Ribbon Workbench but it doesn't seem like you can do something like remove or hide Phone Call and Customer Voice alert and move a custom entity from the "Other Activities" drop down to the main command bar section.   

    Is this correct or am I missing something?


    Thank you.


    ------------------------------
    Bob Chang
    CRM Application Developer
    Cystic Fibrosis Foundation
    Bethesda MD
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  • 2.  RE: Removing, reordering and hiding specific Activities in the command bar

    TOP CONTRIBUTOR
    Posted 21 days ago
    @Bob Chang I believe this is a current limitation with the command designer.

    "Pre-existing classic commands can't be customized within the command designer until they're migrated to the modern infrastructure. This includes the out-of-the-box commands, which will be migrated incrementally over time. You may continue to use other mechanisms and third-party tools for customizing classic commands."

    I believe this should be possible using the Ribbon Workbench but I have only used that for hiding buttons, so I am not sure.

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    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
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  • 3.  RE: Removing, reordering and hiding specific Activities in the command bar

    GOLD CONTRIBUTOR
    Posted 20 days ago
    Niels,

    Thanks for the response.  I checked the Ribbon Workbench and do not see where the entities like Phone Call and Customer Voice Alert can be hidden or where my custom entity can be moved.  Perhaps I'm not looking in the right place. 

    Bob

    ------------------------------
    Bob Chang
    CRM Application Developer
    Cystic Fibrosis Foundation
    Bethesda MD
    ------------------------------



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