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Microsoft Dynamics CRM (Archived)

Disable specific activity type for specific user

Posted on by 515

Hello,

I want to disable specific Activity type for some users. So that they can't create that activity type. See below image for more details:

1462.Activities.png

For e.g I want to disable/hide Email Activity.

Is it possible to do so?

Thanks,

Ashish

*This post is locked for comments

  • ashlega Profile Picture
    ashlega 34,475 on at
    RE: Disable specific activity type for specific user

    Hi,

     You can't hide or disable that through security as has already  been mentioned, but you could add a real time workflow or a plugin that would run on create and would display an error whenever those users try to create one of those activities. Would just need to register such workflow on create of each specific activity, check the user name of the createdby(or an attribute of the createdby record) and stop the workflow as cancelled.

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Disable specific activity type for specific user

    Sorry, Pawel. Didn't see you already replied.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Disable specific activity type for specific user

    Activities do not have their own security, so you can't do that. The security role is for Activity and not for the individual activity types. There is no supported way to do that.

  • Suggested answer
    tw0sh3ds Profile Picture
    tw0sh3ds 5,600 on at
    RE: Disable specific activity type for specific user

    No it's not possible, either one has access to activities, or one has no access

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