{"id":3106,"date":"2016-06-20T17:01:15","date_gmt":"2016-06-20T11:31:15","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=3106"},"modified":"2021-12-06T15:06:35","modified_gmt":"2021-12-06T09:36:35","slug":"display-rules-to-showhide-ribbon-buttons-in-dynamics-crm-for-mobiles-and-tablets","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2016\/06\/display-rules-to-showhide-ribbon-buttons-in-dynamics-crm-for-mobiles-and-tablets\/","title":{"rendered":"Display Rules to show\/hide ribbon buttons in Dynamics CRM for Mobiles and Tablets"},"content":{"rendered":"<p><strong>Introduction<\/strong><\/p>\n<p style=\"text-align: justify;\">Microsoft added a support for CRM on Mobile and Tablet devices since CRM online fall 2013. In every next release, Microsoft has been adding new enhancements in this area.<\/p>\n<p style=\"text-align: justify;\">You can access your CRM through CRM app or access it on tablet browsers.<\/p>\n<p style=\"text-align: justify;\">But have you ever noticed that the button that were added to entity ribbon also appears in CRM app?<\/p>\n<p style=\"text-align: justify;\">Yes, the button that you added to entity ribbon also starts getting displayed in mobile CRM app.<\/p>\n<p style=\"text-align: justify;\">And what if you want to hide these buttons?<\/p>\n<p style=\"text-align: justify;\">Sometimes we may come across with the requirement where we would need to hide button either for CRM app or for the tablet browsers.<\/p>\n<p style=\"text-align: justify;\">There are display rules preset that can be used for this purpose,<\/p>\n<ul style=\"text-align: justify;\">\n<li><strong>Hide button using CRM for Tablets\/Mobiles<\/strong><\/li>\n<\/ul>\n<p style=\"text-align: justify;\">Check screen shot below, where you can see the custom button \u201cTest Button\u201d visible in CRM App,<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/Hide-button-using-CRM-for-Tablets-Mobiles-11.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3423\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/Hide-button-using-CRM-for-Tablets-Mobiles-11.png\" alt=\"Hide-button-using-CRM-for-Tablets-Mobiles-1\" width=\"624\" height=\"467\" \/><\/a><\/p>\n<p>We should add below mentioned display rule for any custom button for letting it appear in CRM for tablets.<\/p>\n<p>&lt;DisplayRule Id=&#8221;Ikl.HideOnModern&#8221;&gt;<\/p>\n<p>&lt;CommandClientTypeRule Type=&#8221;Modern&#8221;<\/p>\n<p>InvertResult=&#8221;true&#8221; \/&gt;<\/p>\n<p>&lt;\/DisplayRule&gt;<\/p>\n<p>This button will disappear for CRM Tablets and Mobiles.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/button-will-disappear-for-CRM-Tablets-and-Mobiles-21.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3421\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/button-will-disappear-for-CRM-Tablets-and-Mobiles-21.png\" alt=\"button-will-disappear-for-CRM-Tablets-and-Mobiles-2\" width=\"627\" height=\"472\" \/><\/a><\/p>\n<ul>\n<li><strong>Hide button when the web application is viewed in a mobile browser on a Tablet device.<\/strong><\/li>\n<\/ul>\n<p>Check below screen shot where you can see \u201cTest button\u201d to appear in mobile browser on a Tablet device.<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/Test-button-31.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3424\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/Test-button-31.png\" alt=\"Test-button-3\" width=\"625\" height=\"469\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>We should add below display rule when CRM is viewed in a Mobile browser on a Tablet device.<\/p>\n<p>&lt;DisplayRule Id=&#8221;Ikl.HideontabletExperience&#8221;&gt;<\/p>\n<p>&lt;HideForTabletExperienceRule<\/p>\n<p>InvertResult=\u201dfalse\u201d \/&gt;<\/p>\n<p>&lt;\/DisplayRule&gt;<a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/display-rule-41.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-3422\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2016\/06\/display-rule-41.png\" alt=\"display-rule-4\" width=\"625\" height=\"469\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Conclusion<\/strong>:<\/p>\n<p>The buttons can be show\/hide based on the device type. Use \u201cCommandClientTypeRule\u201d to show\/hide button if using CRM App for Mobile and Tablets.<\/p>\n<p style=\"text-align: justify;\">Use \u201cHideForTabletExperienceRule\u201d to show\/hide button when CRM is viewed in a Mobile browser on a Tablet device.<\/p>\n<h2 style=\"text-align: left;\"><div class=\"su-heading su-heading-style-default su-heading-align-center\" id=\"\" style=\"font-size:15px;margin-bottom:5px\"><div class=\"su-heading-inner\">One Pic = 1000 words! Analyze data 90% faster with visualization apps!<\/div><\/div><\/h2>\n<p style=\"text-align: left;\"><em>Get optimum visualization of Dynamics 365 CRM data with &#8211;<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lYvozZ\" target=\"_blank\" rel=\"noopener noreferrer\">Kanban Board<\/a> <\/strong>\u2013 Visualize Dynamics 365 CRM data in Kanban view by categorizing entity records in lanes and rows as per their status, priority, etc.<\/em><br \/>\n<em><strong><a href=\"https:\/\/bit.ly\/3lCSBaA\" target=\"_blank\" rel=\"noopener noreferrer\">Map My Relationships<\/a><\/strong> \u2013 Map My Relationships \u2013 Visualize connections and relationships between Dynamics 365 CRM entities or related records in a Mind Map view.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Microsoft added a support for CRM on Mobile and Tablet devices since CRM online fall 2013. In every next release, Microsoft has been adding new enhancements in this area. You can access your CRM through CRM app or access it on tablet browsers. But have you ever noticed that the button that were added\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2016\/06\/display-rules-to-showhide-ribbon-buttons-in-dynamics-crm-for-mobiles-and-tablets\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[17,19,24,49],"tags":[408,889,890,1482],"class_list":["post-3106","post","type-post","status-publish","format-standard","hentry","category-dynamics-365-mobiles-tablets","category-dynamics-crm","category-dynamics-crm-2016","category-ribbon-buttons","tag-crm-on-mobile-and-tablet-devices","tag-hide-button-using-crm-for-tabletsmobiles","tag-hidefortabletexperiencerule","tag-ribbon-workbench-display-rules"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/3106","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=3106"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/3106\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=3106"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=3106"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=3106"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}