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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Disable Contact Create...
Microsoft Dynamics CRM (Archived)

Disable Contact Create option in CRM from Outlook

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Posted on by Debster25 275

Hi Community,

Is it possible to prevent Users from creating Contact records in Dynamics CRM?

My client does not want all individual users to be able to do this. They only want assigned users to be able to do this.

Perhaps disabling some security role priviliges?

Important to note is that they do want the reversed Sync to remain possible, i.e. from CRM to Outlook for contacts, tasks and appts.

Client has a CRM On Premise environment version 8.1 and a Cloud Active Directory.

Thanks, Debbie 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Disable Contact Create option in CRM from Outlook

    Yes this can be achieved using security roles:

    See here for further info on how SR work in Dynamics 365: technet.microsoft.com/.../dn531090.aspx

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