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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Restrict Send Direct E...
Customer experience | Sales, Customer Insights,...
Suggested answer

Restrict Send Direct Email

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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.

pastedimage1619685855119v1.png

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

Thanks,

PS

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    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.

    pastedimage1619690350345v1.png

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

    pastedimage1619690495856v2.png

  • PS10 Profile Picture
    PS10 428 on at
    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 Profile Picture
    LuHao 40,872 on at
    RE: Restrict Send Direct Email

    Hi PS,

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

    pastedimage1619687999140v1.png

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