Ribbon: Hiding a Ribbon Button in CRM 2011

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Scenario: Removing the Qualify button from the Lead screens

1. Create a new solution OR use default solution
>>Settings > Customization > Solutions > New >
2. Open NewSolution >
3. Add the Lead Entity
4. Export the solution then extract
5. To resolve our goal, we have to determine first the ID of the ribbon component we want to hide
>>Open a lead sample>> press F12(IE Debugger)>> click the arrow button>> then in the Lead Form click the Qualify ribbon button
>>Go back to IE debugger and find the ID of the ribbon in the highlighted part
>>Mscrm.Form.lead.Assign is the ribbon id
6. After getting the Ribbon ID, open the customization.xml from the file extracted earlier
7. Find the <RibbonDiffXml> and under that tag is the <CustomActions >
8. In the <CustomActions >, paste the code below


<HideCustomAction Location="Mscrm.HomepageGrid.lead.Assign"
HideActionId="Mscrm.HomepageGrid.lead.Assign.HideAction" />
<HideCustomAction Location="Mscrm.Form.lead.Assign"
HideActionId="Mscrm.Form.lead.Assign.HideAction" />

9. Save.
10. Re-zip
11. Import
12. Publish
13. Refresh your browser

NOTE:
When doing the find for the RibbonDiffXml, need to confirm that it is really for the correct entity(there may be several RibbonDiffXml in the customization.xml)

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