News and Announcements icon

Dynamics 365 CommunityForums Sales forum Restrict Send Direct E...

Sales forum

Suggested answer

Restrict Send Direct Email

(0) Share

Report

Report

Posted on by PS10

428

Hi,

How can i restrict Send Direct Email option for users. I tried taking away the Email template access but nothing changed.

But will still like users to be able to send emails via outlook as usual.

Thanks,

PS

Categories:

Leads or Opportunities

Accounts or Contacts

All responses Img

All responses (3)

Answers Img

Answers (0)

Suggested answer

LuHao 40,862 on at

Like (0)

Report

RE: Restrict Send Direct Email

Hi PS,

We can use Ribbon Workbench to hide the Send Direct Email button.

This is the download site for Ribbon Workbench: https://www.develop1.net/public/rwb/ribbonworkbench.aspx

This is the basic tutorial for Ribbon Workbench: https://community.dynamics.com/crm/b/develop1/posts/mastering-ribbon-workbench-2016 Please watch Part 1 to Part 3 in the tutorial.

Add Application Ribbons to the custom solution.

In the Ribbon Workbench, after opening the custom solution, find all Send Direct Email buttons and hide them.
PS10 428 on at

Like (0)

Report

RE: Restrict Send Direct Email

Hi Hao,

We do not have UI and also the option you have shown is not there.

Where else can i remove it, we are on-premise d365 with no UI

Thanks,

PS
Suggested answer

LuHao 40,862 on at

Like (0)

Report

RE: Restrict Send Direct Email

Hi PS,

The switch of Send Direct Email is in the Email tab of the system settings.

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 290,277 Super User 2024 Season 2

#2

Martin Dráb 228,135 Most Valuable Professional

#3

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans