Dynamics CRM is chock full of capabilities and features, not all of which are needed by every company using our product. Frequently, customers will ask me how to remove some of the user interface (UI) “clutter,” those parts of the application that are not relevant to a customer’s business.
There are at least three ways to do it.
The first two methods above require some amount of coding skill, and may make for challenges later on if your company decides to “turn on” these areas. Whoever is responsible for administering your CRM instance will have to figure out where changes were made.
Let’s look at removing Quotes, Orders, and Invoices from the Sales and Opportunity application areas.