Disable Notes Section in MS CRM 2013 - Quick Tip

This blog is about disabling the notes section in MS CRM 2013.

Have you ever been in a situation where you selected ‘Notes’ while creating an entity, and after that you realized that you don’t need to add notes for that entity at all? If yes, do you know that there is no supported way of removing notes once it has been added?

So, what are all the options that we have, whether they are supported or unsupported? If you only want to go with the supporting methods, then you need to delete your entity and recreate it. But, if you are ready to work on the unsupported changes,  you have a couple of options to use your existing entity J.

Recently there was a question in MS CRM Development Forum where the user was asking a similar question but that was for the MS CRM 2011 (For MS CRM 2011 playing with notes control) 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 other MS CRM developers as well, if they are looking for a quick fix.

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

function DisableNotes()
{

    $("#notescontrol a[title='NOTES']").attr('disabled', 'disabled');
}

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

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

$("#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 the user security role, then you can write the JS to check the current user security and use the above after that.

Note: This is an unsupported customization.