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Microsoft Dynamics CRM (Archived)

need to limit access to emials for users

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we have some a new user called Admin who need access to all the contact information (address, email, cases etc) BUT I don’t want them to be able to read the closed activities i.e. emails, our managing director is a user and while he is in his own team and non of the sales managers are linked to him and can’t see his emails etc when I give rights to our Admin they can see everything he has sent.

I have tried to create a new user in the security role and do not select anything in activity the emails still appear.

Is this possible all I need to do is hide emails or even all activities from other users?

 

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  • Suggested answer
    RuneDaub Profile Picture
    3,795 on at

    The security model is described here: msdn.microsoft.com/.../gg334717.aspx

    If you want to limit the admin user from seeing other peoples emails you can give him only Basic access rights to the activity entity.

  • Vahag Profile Picture
    155 on at

    Hi, what you need to do, is to edit all the roles of your users and set read access to activities as user (instead of Business unit or organization).

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