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Microsoft Dynamics CRM (Archived)

How to restrict to users to delete opportunity products

Posted on by 1,558

Hello All,

I want to other CRM users should not be able to delete opportunity products unless they have system admin rights.Please suggest.

*This post is locked for comments

  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 50,177 on at
    RE: How to restrict to users to delete opportunity products

    Hi Tin,

    I've replied to your other post - community.dynamics.com/.../222933

  • Tin Profile Picture
    Tin 1,558 on at
    RE: How to restrict to users to delete opportunity products

    I am using CRM "7.0.2.53 " version.

    i need to hide "delete" button from form,once i have did modification by ribbon workbench tool and trying to publish got below error:

    Reasons: 1:processtrigger With Id ={xxxxxxxx} Does Not Exist in workbench .

    I already tried to disable business rule and make its scope as "form all" option.But still getting error.

    Anyone having suggestion.

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: How to restrict to users to delete opportunity products

    Hi,

    You can do this using Ribbon Workbench in XrmToolbox:

    http://www.xrmtoolbox.com

  • Tin Profile Picture
    Tin 1,558 on at
    RE: How to restrict to users to delete opportunity products

    Thanks martijn,I had deployed plugin which restrict user to delete opportunity product but now i also need to hide "Delete" button from opportunity product form.

  • Verified answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: How to restrict to users to delete opportunity products

    As the opportunity product don't have their own permissions, you need to do this through custom code. I think this blog post will help: community.dynamics.com/.../opportunity-product-permissions

  • Tin Profile Picture
    Tin 1,558 on at
    RE: How to restrict to users to delete opportunity products

    Hi Sharique,

    Its only disappear for opportunity entity and still "Delete" ribbon is shown for opportunity product entity.  

  • Suggested answer
    Sharique Profile Picture
    Sharique 40 on at
    RE: How to restrict to users to delete opportunity products

    Hi,

    Using system admin account you can restrict those user to delete any entity record.

    You need to set security roles privileges and remove delete privilege for product and opportunity entities for the security roles users belongs to.

    1) Check those users security roles and

    2) Remove delete privilege for those users's security role.

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