Best way of temporarily removing user access

(0) Share

Report

Posted on by stuart

2,080

In preparation for our future upgrade from 2013 to 2015 we would like to temporarily prevent user access to the database, at least as far as editing rights. What's the 'best' way of doing this without it causing any future issues eg so we don't have outlook client syncing issues or permission problems etc. So far I'm considering one of the following

disabling user accounts
removing security roles
changing crm db to read-only

Can anyone advise who has successfully done this before?

Thanks

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (0)

Sort by

Suggested answer

Vassil on at

Like (1)

Report
Copy link

Link copied!

Hi

Removing the security roles is definitely not a good idea if you're having a lot of users with different roles. Also playing up with the DB is not optimal as Dynamics provides mechanisms to restrict your users execute specific actions.

I think you can play around with the Access Mode: msdn.microsoft.com/.../gg328485(v=crm.6).aspx or disabling could be also an idea for on-premise.

Cheers

Was this reply helpful? Yes No
Suggested answer

Bruno Lucas 5,421 on at

Like (1)

Report
Copy link

Link copied!
How you manage users depends on the version of Microsoft Dynamics CRM that you have.

(disable everyone but the administrator)

Go to Settings > Security. (How do I get there?)

Choose Users.

In the Enabled Users view, select the checkmark next to the user you want to disable.

On the Actions toolbar, select Disable.

In the Confirm User Record Deactivation message, select Deactivate.

https://technet.microsoft.com/en-us/library/dn531106.aspx

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hi,

Changing CRM DB to read-only or removing security roles can not be good option. You can simply disable the users as and when required, thus maintaining their security roles as before.

[If you find any helpful answer(s) of your question, please mark the answer(s) as verified answer(s).]

Was this reply helpful? Yes No
stuart 2,080 on at

Like (0)

Report
Copy link

Link copied!

Thanks all - certainly seems that disabling/enabling is the preferred option.

Was this reply helpful? Yes No