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Hide 'Request Signatures' and 'Send Report for Signature' Ribbon button in D365

New Here ,
Oct 27, 2021 Oct 27, 2021

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Hi,

I struggled to get any informative google results trying to search for this in the D365 community.

 

We have enabled adobe sign in our D365 CRM environment.  This appears to show 2 ribbon buttons that are enabled by default:

  • Request Signature
  • Send report for signature

Is there a setting in adobe that I can disable/enable these buttons from.  I know I can disable these buttons in the ribbon itself in D365 but I will manually need to do this across 20+ entity's and do it for any newly created entities in the future and looking for an easier way.

Any help is appreciated.

Thanks!

 

 

TOPICS
Configure accounts , Product information , User interface issues

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New Here ,
Mar 22, 2023 Mar 22, 2023

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I too am looking for some sort of configuration option for this, and have way more than 20 entities. Has anyone found a resolution/setting for this?
We are using Adobe Sign through a Documents Core Pack integration, so the 'send for signature' ribbon menu is not needed, and only serves to complicate the ribbon for the end users. Several users have sent empty agreements by accident in testing the feature. If it's not configurable, I may have to put in some custom code to hide it on all entities.

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New Here ,
Mar 22, 2023 Mar 22, 2023

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Hello!

I understand that you are looking for a way to disable/enable the "Request Signature" and "Send report for signature" buttons in your D365 CRM environment, which were enabled by default after you enabled Adobe Sign.

 

To answer your question, there is no setting in Adobe Sign that directly controls the display of these buttons. However, you can control the display of these buttons by modifying the ribbon of each entity in D365 CRM.

 

To make this process easier, you can create a custom solution with the modified ribbon and apply it to all the entities in your environment. This way, any newly created entities will also have the modified ribbon with the buttons disabled.

 

Here are the high-level steps to create and apply a custom solution with the modified ribbon:

  1. Create a new solution in D365 CRM.
  2. Add all the entities that you want to modify the ribbon for to the solution.
  3. Export the solution as an unmanaged solution.
  4. Open the solution file in Visual Studio or another XML editor.
  5. Locate the ribbon definitions for each entity and remove the "Request Signature" and "Send report for signature" buttons from the ribbon.
  6. Save the changes to the solution file.
  7. Import the modified solution back into D365 CRM as an unmanaged solution.
  8. Apply the solution to all the entities in your environment.

 

I hope this helps! Let me know if you have any further questions or if there is anything else I can assist you with.

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