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Microsoft Dynamics CRM (Archived)

Way to set all users to read only access

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Posted on by 14

Hi,

Anyone know if is there a way to set all users to read only access mode? Or we really need to do one by one?

Thanks a lot,

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  • tpeschat Profile Picture
    4,930 on at

    How do you set them to read only mode?

    Via changing a security role or via which setting?

    Did you try marking multiple users and do a bulk edit?

    Br Thomas

  • Anne Pessoa Profile Picture
    14 on at

    By setting the Access Mode to Read under the Client Access License (CAL) Information in the user form. When I select multiple users the edit button is disabled.  It's CRM 2011 On premise

  • Verified answer
    tpeschat Profile Picture
    4,930 on at

    Ok

    Can you try to create a new on demand workflow in settings -> processes for entity user.

    There define an update step for user. Check if you can set to read access in set properties.

    Then select the users click on workflow and run it.

    This should then update all the selected users

    Hth Thomas

  • Anne Pessoa Profile Picture
    14 on at

    Hi Tomas,

    This did work, thanks.

  • tpeschat Profile Picture
    4,930 on at

    Pleasure

  • Community Member Profile Picture
    on at

    Create an on demand workflow which updates Access Mode to Read on User record.

    Run workflow on users you would like to set as Read

    UPDATE: Just noticed that solution was suggested above!

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