Occasionally, we get requests to remove certain Activities from the New button. Since all activities are under the 'Activity' umbrella it is no possible to remove Phone calls without removing all activities. To meet this requirement, it requires unsupported modifications to the Crm UI. If the individual activities were broken out by security role, we could just remove permission to the undesired activity without unsupported modifications.
Comments
At our firm, we've had a number of clients who would like to use specific Activity types, but limit or remove others. Most often, they are using Appointment, Phone Call, Task and Email, but often want to remove Letter, Fax, Recurring Appointment and Service Activity (or another similar combination). Currently, it is only possible to set privileges on the Activity entity. It would be extremely useful if we could set more granular security permissions on the various Activity types - e.g. Create/Read/Update on Phone Call and Appointment, Create on Task, etc.
Category: Unified Experience: Search, navigation and performance
The link above is broken. Is it possible to have the link of the post on the new portal?
Category: Unified Experience: Search, navigation and performance
I would agree. I was planning on submitting this same request - glad someone already beat me to it. I would also add that the ability to set priv's for activities should expand to custom activities as well. So, for example, if I create a "credit note" custom activity that only my Financial Services roles should have access to, but a "shared note" activity that both Financial Services and Customer Service, but not Marketing should have access to, I should be able to control that at the Security Role level. Cheers. RC CRM
Category: Unified Experience: Search, navigation and performance
I would agree. I was planning on submitting this same request - glad someone already beat me to it. I would also add that the ability to set priv's for activities should expand to custom activities as well. So, for example, if I create a "credit note" custom activity that only my Financial Services roles should have access to, but a "shared note" activity that both Financial Services and Customer Service, but not Marketing should have access to, I should be able to control that at the Security Role level. Cheers. RC CRM
Category: Unified Experience: Search, navigation and performance
To expand upon this. Activities are used in many places, Contacts, Accounts, Opportunities, and so on. It would be great to be able to control the ability to View Activity on an Account, but yet give full access on Contact or any combination of this sort. To do this by Role and also by Activity Type would be fantastic.
Category: Unified Experience: Search, navigation and performance
To expand upon this. Activities are used in many places, Contacts, Accounts, Opportunities, and so on. It would be great to be able to control the ability to View Activity on an Account, but yet give full access on Contact or any combination of this sort. To do this by Role and also by Activity Type would be fantastic.
Category: Unified Experience: Search, navigation and performance
@Venkata - The link you posted for the active idea (https://crmideas.dynamics.com/ideas/dynamics-crm/1014563) is no longer a valid link. Could you post the valid active idea for this request, please?
Category: Unified Experience: Search, navigation and performance
@Venkata - The link you posted for the active idea (https://crmideas.dynamics.com/ideas/dynamics-crm/1014563) is no longer a valid link. Could you post the valid active idea for this request, please?
Category: Unified Experience: Search, navigation and performance
Dear Scott Thank you for your suggestion. We are considering this functionality for a future release of CRM. Uma Prabhala This posting is provided "as is" with no warranties, and confers no rights.
Category: Unified Experience: Search, navigation and performance
Dear Scott Thank you for your suggestion. We are considering this functionality for a future release of CRM. Uma Prabhala This posting is provided "as is" with no warranties, and confers no rights.
Category: Unified Experience: Search, navigation and performance
Venky Rajendran (administrator) on 2/22/2018 2:00:34 AM
Thank you for reaching out. Your suggestion seems to be a duplicate of the following suggestion:
https://crmideas.dynamics.com/ideas/dynamics-crm/1014563
Please add your valuable votes and comments to the suggestion above instead.
Regards,
Venky
PM, Microsoft