Is there a permission for Deactivate Record?

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Posted on by CRM Learner 88

I know we can prevent users from deleting records in security roles, but is there a way to control if they have the ability to deactivate them?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Permissions to activate/deactivate records are controlled with "Update" permission so if user has privileges to update record he/she has privileges to activate/deactivate record.

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Aric Levin - MVP 30,190 Moderator on at

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No, there is no particular permissions to deactivate records.

You can use ribbon workbench to restrict deactivation by hiding the Activate/Deactivate buttons using privileges.

Below is a link to an article on how to do this. The article uses the older version of Ribbon Workbench, but the logic is the same.

Hope this helps.

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ashlega 34,477 on at

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Still, if you wanted to do something about "deactivate" button, the thread below might be useful:

community.dynamics.com/.../152982

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Community Member on at

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Hi,

if the user has the write privilege, he can deactivate the record.

You could avoid that by disabling the deactivate button with the help of the RibbonWorkBench, if the user is not a system admin.

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Aman Anvaria 306 on at

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Hi CRM Learner 8,

Security Role does not provide access levels/permisssions over DEACTIVATION/ACTIVATION, so you can not achieve this in straight forward way, best option is to control visibility of DEACTIVATE button on form using ribbon workbench.

Please try the below code, it may help:

function controlvisibility()

{

var username = Xrm.Page.context.getUserName();

var userid = Xrm.Page.context.getUserId();

var ownerlookup = Xrm.Page.getAttribute("ownerid").getValue();

var recordownerID = ownerlookup [0].id;

var recordownerName = ownerlookup [0].name;

if(userid == recordownerID)

return true;

else

return false;

}

Use this code as Enable Rule.

In above code Deactivate button is only visible to owner of record.

Thanks and Regards,

Aman Anvaria

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Community Member on at

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Hi,

you could als create a preDeactivation plugin checking the roles of the users and if the user hasn't the rights privileges, you simply throw an error and abort the deactivation.

It will then work from all over CRM, i.e. form, views, advance finds,...

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