Hide Posts From Social Pane in CRM 2013

In CRM 2013 Microsoft introduced the Social Pane, also known as Record Wall. Recently in our project we had a requirement to disable posts for a particular security role. To do that the first thing we did is to remove the Post Privileges for the security role. Please refer to the screenshot below.

screen 12

As you can see, remove all the privileges for the POST entity from the security role.

However after this change is made, when the user logs into the application, this is how it looks to the user.

screen 13

However what we needed to do is to hide the Posts tab altogether for this security role. A little bit of searching and found the below link. This gave us exactly what we needed.

https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2013/10/26/hide-post-tab-in-social-pane-microsoft-crm-2013.aspx

All you need to do is call the method HidePosts() as mentioned in the link in the onload of the form and check for the currently logged in users security roles. And then hide the  post tab if the security role matches the condition.

Hope this helps!

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About Debajit
I am a Dynamics CRM Most Valuable Professional (MVP) with 10 years of experience in Microsoft .NET Technologies and 7 years of dedicated experience in Microsoft Dynamics CRM. I have worked with companies like Microsoft, SanDisk, PwC, TMF Group and have extensive experience of implementing complex CRM solutions from both offshore and client side. Currently the face of XrmForYou.com with significant experience in delivering corporate training on Dynamics CRM and have already delivered multiple projects to client through XrmForYou.com Author of multiple tools on codeplex including the 'Role Based Views' and 'CRM-Sharepoint Metadata manager & Attachment Extractor' which are available for commercial use under XrmForYou.com For consulting/ training, drop me a note at info@xrmforyou.com or visit our website www.xrmforyou.com

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