Finance | Project Operations, Human Resources, ...

Restrict self service contact administration

Like (1) Share

Report

Posted on 14 Jun 2024 13:11:01 by flangepiece

Hello,

We want to put some restrictions on what employees can change about their email contact information in employee self service.
We don't want people to add or edit entries of Purpose Business and this is working as expecting after using Human resources parameters, employee self service options (MS doc Restrict editing of personal information - Human Resources | Dynamics 365 | Microsoft Learn) to not allow purpose business for add/edit.

However, I can't seem to find a way to prevent deletion of business emails by employees, but still allow deletion of emails or other contact types set to a different purpose (such Home). Would it be possible using field level security?

I wouldn't expect many employees are deleting their business contact. However we are finding they attempt to re-add a company email and as they cannot pick business they pick Home, which then causes issues with integrations.

Also I am wandering if it is possible to disallow employees from amending the primary designation of emails, as we don't want them picking a home email.

Many thanks

All responses (2)

Answers (0)

flangepiece 26 on 02 Aug 2024 at 10:11:47

Like (0)

Report

Restrict self service contact administration

Thanks for the response Parag and sorry I was so late in responding.

So with duties/privileges would it let us allow people to continue to add email contacts, other than business, and delete contacts, other than business ?

I have not located where in privileges it would allow granularity down to the contact purpose

Many thanks
Suggested answer

Parag Chapre 12,250 Most Valuable Professional on 19 Jun 2024 at 05:44:11

Like (0)

Report

Restrict self service contact administration

Hi there,

This can be done via security privileges restriction. Please check what security duty/previleges assigned to the user and make it read-only the functionality.

Regards,

Parag Chapre

Microsoft MVP

Follow my blog for Dynamics 365 Human Resources updates