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Microsoft Dynamics CRM (Archived)

Way to set all users to read only access

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Posted on by

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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  • Community Member Profile Picture
    on at
    RE: Way to set all users to read only access

    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!

  • tpeschat Profile Picture
    4,928 on at
    RE: Way to set all users to read only access

    Pleasure

  • Anne Pessoa Profile Picture
    on at
    RE: Way to set all users to read only access

    Hi Tomas,

    This did work, thanks.

  • Verified answer
    tpeschat Profile Picture
    4,928 on at
    RE: Way to set all users to read only access

    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
    on at
    RE: Way to set all users to read only access

    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

  • tpeschat Profile Picture
    4,928 on at
    RE: Way to set all users to read only access

    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

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