Question

Jwindsor on Thu, 28 Apr 2016 14:08:33


I recently upgraded from CRM 2011 on-premise to 2016.  My opportunity form has this aggravating business process in the middle of the screen that I cannot figure out how to eliminate as we have no use for it.  I can minimize some of this each time I open the form, but the banner remains (Qualify-Develop-Propose-Close).  Anyone know how to totally eliminate this?  I've deactivated etc. but still shows up.

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Replies

Sam-Inogic on Tue, 03 May 2016 10:14:46


The “Opportunity Sales Process” Business Process Flow on Opportunity is OOB so you can not eliminate it.

While you can hide this Business Process Flow by writing this java script code on OnLoad of Opportunity Form.

Xrm.Page.ui.process.setVisible(false);

Thanks,

Sam