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CRM 4.0 creating activities for Contacts

السؤال CRM 4.0 creating activities for Contacts

  • 3 mai 2012 20:36
     
     
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    Is it possible for a user to create an activity for a Contact which he/she does not have read access to, without having to share the record?

     

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  • 3 mai 2012 21:05
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    Hi

    So you want to 'Set Regarding' an activity to a contact who you canot see or select? To do this via the user interface, your user would need read privilege on the contact or have the contact be shared with them.

    You could use a workflow to 'set regarding' the activity to a specific contact because so long as the workflow is owned by a user with higher privileges (i.e. a system admin), the workflow will run with the priviliges of that system admin user even though triggered by your restricted user.

    The downside is you would need a single workflow creating for each contact per activity type to which you want to attach activities to. If you only have a handful of these 'inaccessible contacts' then maybe it's an option.

    Rob

    Microsoft Certified Technology Specialist (CRM) GAP Consulting Ltd Microsoft Community Contributor Award 2011