Is it possible to have different ribbons for different security roles?

May 22, 2013 at 3:52 AM
Hi, we want to hide a system managed button in Quote for certain group of users, while allow the other groups to use the default ribbon. Can we use Visual Ribbon Editor for CRM 2011 to achieve that? Thank you!
Jun 10, 2013 at 2:32 PM

We get around that by creating a copy of the Quote button - you can read the ribbon button attributes and create the new one.

Hide the system button, then adjust the Enable or Display rules appropriately for your Record Privilege.

Hope this helps!
Jun 14, 2013 at 3:03 AM
Thanks Rick. We ended up using another plug-in to hide the Activate Quote button for certain group of users. But thanks anyway./Jenny