Disable Notes section in MS CRM 2013 – Quick Tip

Have you been in a situation where you selected ‘Notes’ while creating entity and after that you realize you don’t need to add notes for that entity at all ?? , if yes you know that there is no supported way removing notes once it is added.

So what are all options we have supported or unsupported? If you only want to go with supported way then you need to delete your entity and recreate it. But you are ready to do unsupported changes you have some options to use your existing entity J .

Recently there was a question in MS CRM Development Forum where user was asking for similar question but that was for MS CRM 2011 (For MS CRM 2011 check this) and Jason Lattimer replied with an option to use JQuery for this, so I thought of trying it and sharing it in this post, so that it can help others MS CRM developers as well, if they are looking for a quick fix.

So if you want to disable notes control, you can create a simple JS web-resource and just add a below function in that, you can call this function in entity form onload.

function DisableNotes()

{                $(“#notescontrol a[title=’NOTES’]”).attr(‘disabled’, ‘disabled’); }

Note: Make sure to add Jquery library to your entity form.

And if you are interested to hide it completely you can use below line

$(“#notescontrol a[title=’NOTES’]”).css(‘display’, ‘none’);

Of-course if you are interested, you can implement some more business logic to this for example if you want to disable/hide notes control based on user security role then you can write JS to check current user security and use above to after that.

Note: This is a unsupported customization.

Enjoy !!!

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