Suppress the "Getting Started" Pane in CRM 2011
Posted by Richard Weck on Tue, Sep 27, 2011
A new feature of CRM 2011 is the “Getting Started” pane. The “Getting Started” pane is a great way for new users of CRM to get accustomed to the CRM system and developers can add custom help to this pane for even greater help to end users.
The problem I have with the getting started pane is it appears on ALL lists in CRM. This means the user has to collapse it on each view they access in CRM. Once the user collapses the “Getting Started Pane” in CRM, they won’t be bothered with it again unless they choose to expand it.
But what if you really do not need the additional help the “Getting Started” Pane provides and would like to see it hidden on all lists in CRM? Fortunately there is an easy way to accomplish this task.
You will need to access the Personal Options page in CRM to make the setting change. In the browser client, click on the blue “File” tab in the ribbon and choose options. In the Outlook client, click on the orange File tab, choose CRM from the menu and then click on the “Personal Options” button.
(Browser Client)
(Outlook Client)
When the page opens up, deselect the “Show Get Started panes on all lists” on the General tab. Click OK. That’s it! The “Getting Started” pane will be removed from all lists in CRM. Now…please note that the user will not be able to access any “Getting Started” pane on any list with this option turned off as it is completely removed from the system. If the user wishes to have access to this feature again, they simply follow these directions in reverse order.
Until next time, happy coding!!!