Best way of temporarily removing user access

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Posted on by stuart

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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

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Vassil on at

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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

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Bruno Lucas 5,421 on at

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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

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Community Member on at

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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.

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stuart 2,080 on at

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

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