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Microsoft Dynamics CRM (Archived)

Supported way to remove Fax & Letter Activity Types?

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Posted on by 180

Is there a supported way of removing these Activities? Our users do not use them and if it's not used, there no sense in it being available to be used.

Thank you in advance,

Mike

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  • Verified answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at

    Unfortunately all activity types fall in same Activity bucket - security role can be tweaked to control the access for all or none. This is product limitation.

    Probably user training is the best route to adopt, or some customization on form load of Fax to alert/stop users by advising not to create it.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Mike Karls,

    You can hide activities from the activities view dropdown using JavaScript, but this is not a supported method. There is no supported way to remove these activities.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Mike,

    You can set the security privileges to none. This should remove the access completely for the users.

    Hope this helps.

  • Verified answer
    gdas Profile Picture
    50,091 Moderator on at

    Hi Mike ,

    There is no supported way you can remove those system activity types apart from restrict those using security roles.

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