Hiding the Plus Button on a Subgrid in Dynamics 365

1 Comment

In Dynamics 365, on subgrids there is a plus button which can be used to add records. In some cases, you may want to hide this button from users. For example, let’s say on the Account form you would like to hide the + button on the Contacts subgrid:

To do this, we can use the Ribbon Workbench application. Let’s first create a new solution and add the Contact entity to it, as this is the subgrid we will be changing. We won’t need to add any assets or metadata:

It should look like this, click Save and Close:

Now open Ribbon Workbench:

Select the solution we created and click OK:

You will now see all the buttons associated with the Contact entity:

At the top, find Subgrid and scroll until you see the Add New {0} button:

Select the button, right click it and select Hide:

The button will show as crossed out:

This will create a new Hide Action in the solution elements:

Let’s do the same with the Add Existing {0} buttons, one for AddExistingStandard and one for AddExistingAssoc:

Click Publish.

Now go to a contact. You will see the + button has been removed:

Note if you go to the related Contacts for this account, before you will see the buttons Add New Contact and Add Existing Contact:

After publishing, you will not see these buttons:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

carldesouza.comLinkedIn Twitter | YouTube

 

One Response to Hiding the Plus Button on a Subgrid in Dynamics 365

Leave a Reply

Your email address will not be published. Required fields are marked *