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Microsoft Dynamics CRM (Archived)

Ownership disable

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Posted on by 1,735

One more problem...

is there away to disable certain User to reassign Ownership for a Account, Leads, Activities....

See attachment

is it possible to change the form and disable certain users?

Any help would be great

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  • Suggested answer
    jlattimer Profile Picture
    24,564 on at

    You can do this through security. Settings -> Administration -> Security Roles

    You would need to create security roles with differing permissions - adjust the "Assign" permission allowing some roles to assign and other not. Then roles would be assigned to the various users based on their need to reassign records. 

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