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Customer experience | Sales, Customer Insights,...
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¿How to disable or hide the advanced settings option per role or user in CRM?

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Posted on by 10

Hi all,

I am trying to do a security role for Customer Service and by customizing the application I can manage to hide the settings in the lower panel, but I can't figure out how to hide or disable the option in the upper right ribbon for advanced settings.

When I modify the privileges by role, the security is enabled, but another function shows an error like creating a comment in the portal or creating an activity for phone calls or mail.

Is there a way to hide or disable the option?

pastedimage1605314568596v1.png

I want to prevent user access to this screen and options:

pastedimage1605315047988v2.png

Thanks to everyone in advance.

  • gisiquei Profile Picture
    on at
    RE: ¿How to disable or hide the advanced settings option per role or user in CRM?

    Please consider submit product ideas and suggestions through Microsoft Dynamics 365 Ideas experience.dynamics.com/.../

  • Suggested answer
    Pawar Pravin  Profile Picture
    5,231 on at
    RE: ¿How to disable or hide the advanced settings option per role or user in CRM?

    Unfortunately you can't do it in dynamics  

  • Suggested answer
    a33ik Profile Picture
    84,325 Most Valuable Professional on at
    RE: ¿How to disable or hide the advanced settings option per role or user in CRM?

    Hello,

    As far as I know you can't hide that navigation element.

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