web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Disable editing team names

(0) ShareShare
ReportReport
Posted on by

Is there a way to disable editing team names? Very often the users in our system will go to reassign an account to a team, click the team name, be redirected to team page, and change the name of the team instead of reassigning the account. Is there a way to disable this so users cant change the name?

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Disable editing team names

    Zack, you can also apply field security to it.  Make a profile that has read only permissions and add either the users or Business Unit teams to the profile so they can read and not edit the value.

    Sys Admin will have read and write by default with the built in profile

  • Verified answer
    Community Member Profile Picture
    on at
    RE: Disable editing team names

    Hi Zack,

    the better approach is to lock team entity by role only to administrative users.

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Verified answer
    Radu Chiribelea Profile Picture
    6,667 on at
    RE: Disable editing team names

    Hi Zack,

    There are several ways i would suggest to achieve this:

    - You can restrict access via the Security Roles- remove the Write Privilege for Team on the Business Management TAB - msdn.microsoft.com/.../hh547441.aspx

    - Make the Team Name Locked (Read Only) on the form, and allow access only to certain people (via JS)

    - Have a Plug-in triggered server side, when the team name is changed and prevent the change - throw back an error or change the name back.

    Hope this helps

    Radu

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
HR-09070029-0 Profile Picture

HR-09070029-0 2

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#3
ED-30091530-0 Profile Picture

ED-30091530-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans