CRM 2011: Removing ISV Links

If you upgraded from a 4.0 to CRM 2011 environment you might find a number of ISV links appearing in your form and grid views as shown below.

I am not entirely sure at this moment how the system differentiates between the the ISV tab (highlighted in yellow) and ISV Grid/Form (highlighted in green) in deciding to put links in the 2 distinct areas. Anyway, each of these is addressed in a different way and both should be removed in order to start in a nice and clean upgraded environment without bringing along unnecessary artifacts. We will first go about removing the ISV tab (yellow highlight).

Removing these links are done in pretty much the same way as you would go about removing ISV links in 4.0. That is export the ISV XML configuration which is known in CRM 2011 as the Application Ribbons. Then go ahead and remove the links and re-import the solution and publish. If you want to remove only a select group of links then you'll need to modify the following areas appropriately:

• CustomActions
• CommandDefinitions
• RuleDefinitions

Alternatively, if you just want to revert to the default out of the box situation where there are no ISV links (which you would typically do as part of the upgrade project before installing any new 3rd party ISVs), you can simply replace the exported Application Ribbon with a default Application Ribbon (which you can export from a vanilla installation or use the one below).

Once you publish the customization you should no longer see the ISV tab highlighted in yellow above.

Next: Removing the ISV Grid/Form links.

<ImportExportXml xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">

  <Entities></Entities>

  <Roles></Roles>

  <Workflows></Workflows>

  <FieldSecurityProfiles></FieldSecurityProfiles>

  <Templates />

  <RibbonDiffXml>

    <CustomActions />

    <Templates>

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

    </Templates>

    <CommandDefinitions />

    <RuleDefinitions>

      <TabDisplayRules />

      <DisplayRules />

      <EnableRules />

    </RuleDefinitions>

    <LocLabels />

  </RibbonDiffXml>

  <EntityMaps />

  <EntityRelationships />

  <OrganizationSettings />

  <optionsets />

  <Languages>

    <Language>1033</Language>

  </Languages>

</ImportExportXml>