CRM 2011: Removing ISV Grid/Form Links

In the previous post I addressed how to go about removing the ISV links i.e. those shown in yellow in the screenshot below.

We will now review how to go about removing the ISV Grid/Form links that appear in green in the above screenshot.

Unlike the first scenario, these ISV links are contained within the entity forms definition themselves so to remove you will need to export the entity where you want to remove the link from. If the links are embedded in multiple forms/grids you may want to first create a solution to export all entities (just the entities) in your environment and once you've done so you can edit them all at once.

And once again - as mentioned in the first scenario - the easiest way delete the links such that the ISV tab will no longer appear at all, is to use the default XML snippet as a replacement with what is currently in place.

To do so perform a search on "RibbonDiffXml" which should return you something that looks as follows:

Replace the entire RibbonDiffXml node with the following default  RibbonDiffXml:

            <RibbonDiffXml>

                  <CustomActions />

                  <Templates>

                        <RibbonTemplates Id="Mscrm.Templates"></RibbonTemplates>

                  </Templates>

                  <CommandDefinitions />

                  <RuleDefinitions>

                        <TabDisplayRules />

                        <DisplayRules />

                        <EnableRules />

                  </RuleDefinitions>

                  <LocLabels />

            </RibbonDiffXml>

Repeat as necessary for each case, save, import and publish. The end result should be a clean looking grid and form view without the extraneous ISV links imported from your 4.0 environment.