Restricting Create of Service Activities

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Posted on by Dave Ashton

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I want to only restrict creation of service activities to only our work schedulers but need to retain visibility of the Service Calendar for the whole business.

I can't find the security permission that would allow me to lock the activity creation against a given Security Role. Anyone know where it is, if it exists?

Regards

Dave

MS CRM 2013 On Prem user :D

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Dynamics365 Rocker 7,755 on at

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RE: Restricting Create of Service Activities

Hi Dave,

There is no OOB solution for this but you can achieve it by code.

Write a plug-in on create of "service activity" and check if a current user has particular security role that you want to restrict, if yes then throw invalid plugin exception else do nothing.
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gdas 50,085 on at

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RE: Restricting Create of Service Activities

Hi Dave,

You can not restrict specific Activity creation using security role.

If you want to do that you may think about an alternate solution implementing custom logic , workflow or might be bulk deletion job.
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Arun Vinoth 11,613 on at

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RE: Restricting Create of Service Activities

Service activity is like any other activity ie. Email, Phonecall, Appointment, Fax, Task, etc.

If you are not using anything else you can remove the create privilege of core records - Activity from the security role.

This will remove all the activities create privilege totally & no activity type specific entry will be visible in roles.