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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to Remove the abil...
Microsoft Dynamics CRM (Archived)

How to Remove the ability for Users to Delete Records

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Posted on by Community Member

For security and precausion measures, how can I as the Admin change the settings so that all Users (regardless of Security role) cannot delete a record?  If anything, we allow Deactivating records, but we do not want Users the ability to Delete a record (Account, Contact, Lead, Opportunity, Activity, Phone Call, etc) in case of accidental bulk deletion.

 

Thank you for your help!!!

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  • Suggested answer
    Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    You can remove delete privileges for entities you dont want to be allowed to delete from all security roles except Administraors

  • Community Member Profile Picture
    Community Member on at

    So if im understanding correctly, when i am going through the Security roles, under "Delete" if the circle is left completely blank for Entities that means they cannot delete?

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    So if im understanding correctly, when i am going through the Security roles, under "Delete" if the circle is left completely blank for Entities that means they cannot delete?

    --> Yes, if you set it to None, it does mean the user with that security role (remember security role is additive - assuming the user only assigned to this role), they cannot delete, including bulk delete, or deleting their own records.

    Thank you.

  • Suggested answer
    Deepesh161 Profile Picture
    Deepesh161 6,317 on at

    Yes, agree to Aileen - you need to do it for all roles :)

  • Community Member Profile Picture
    Community Member on at

    Wanted to confirm my understanding of security profile and privileges.

    As part of the above - what happens if someone who has delete privileges (admin) shares the record(s) with delete privileges to a user?

    I assume the user can now delete the shared record (off course in Courtney's use case no user will have delete privileges except Courtney).

    regards,

    harihar

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