Hi everyone,
Is there a possibility to make sure that users (with a specific security role that can only read and 'append to' segments and lists) to prevent them from adding/deleting contacts to/from segments and lists, and to hide/delete the "Lists and segments"-button on the Contact Form?
Thank you for your response!
Hi Lothar van Diessen,
I think you can use Ribbon Workbench to hide the buttons: Develop 1 Ltd | Ribbon Workbench for Dynamics 365 & Dynamics CRM
1.Download and import to the environment's solution (by "import solution" button). Open solution in Advance setting and you will see the Ribbon Workbench button at the top.
2.Create a new solution and put an empty contact table in it (no need to check those two boxes). Open the new solution you create in Ribbon Workbench.
3.Create a customer enable rule, using JS to restrict only users with a specific security role can pass the rule.
4.Pulish it.
Of course, you can also use the built-in hidden button function to make the button become invisible to everyone.
Hamza H
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Daniyal Khaleel
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DAnny3211
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