How to make sure that deactivated entity does never show up to the user in Microsoft Dynamics CRM 2013

This interesting issue came up for one of our customers when we upgraded their environment from CRM 2011 to CRM 2013. After upgrade they decided to go ahead with 2013 layout of the forms. Hence we de-activated the Information forms that came from 2011 and made sure that end-users use the CRM 2013 forms. For e.g in the below screenshot, for the Account entity, the Information form is disabled and only the form named account is visible to the users.

image

However our customer was using one third party managed solution from 2011 and they have released a new version of the solution and that solution was still using the information main as active form. Hence when we imported the solution into our environment, the information form got activated again and that form started showing up to the users.

So the trick is to remove all the security roles associated to the form apart from de-activating it.

image

So even if the form gets activated unknowingly as in our case, it would still not show up to the users.

 

Hope this helps!

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Author: 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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