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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Prohibit the Deletion ...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

Prohibit the Deletion of sent and revcieved E-Mails

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Posted on by Community Member

Hello,

Is there a way to allow users to delete their drafts but prohibit the deletion of sent and received emails? 

I have the same question (0)
  • Suggested answer
    Ricardo Gimenez Profile Picture
    Ricardo Gimenez on at

    Hello,

    Using the privileges associated to security role you cannot accomplish that, since the "delete" privilege is consented for Email entity and would not consider the record state.

    Maybe you could use a Display Rule through Ribbon Workbench in order to hide the Delete button for "ReadyOnly" (emails sent) records.

    Thanks,

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    You could try a real time workflow.  Trigger on delete, if status is received or sent then cancel, else succeed.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi, Franzmann

    You can follow the steps below to achieve you request.

    1. Open your app and go to Advanced Settings > Settings > Customizations > Customize the system.

    2. Select the ‘Processes’ from the left navigation bar and new a ‘Workflow’ as the following picture.

    65016.png

    4130.png

    3. Set the steps of the Workflow.

    38562.png

    4. You can set the message for the Cancelling in ‘Set Properties’

    10311.png

    5. Save and activate it.

    6. Try to delete types other than Draft emails. You’ll got the following message and the email will not be deleted.

    841488.png

    Hope this will help you.

    Best Regards,

    Nya

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