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    For about a year we have CRM Online in productivity. Since a few weeks there's the question "What happens if someone deletes a contact and/or company?".

    So, all I read was "This Element is gone - forever." Except we get a full database backup through Microsoft Support. It's a bad situation: Either we lose a contact and nobody knows more details than name or we rescue this one contact and lose everything else that has been saved since last backup.

    We have a license for a CRM 4 (non commercial) which is not in use 'till now. How could we use it to synchronize every add/edit (but no delete) for contacts/company/etc.? I read some threads with the hint to use the SSIS. Does anyone know a HowTo or something like that so I can test this scenario? Or is there another way to sync only add/edit of elements to another (inhouse hosted) system?

    Tuesday, May 7, 2013 12:56 PM

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    Hi

    I think going down the route of replication or back ups is complicating this issue far above what is required to achieve your business objective, i.e. Not allowing users to delete contact and company records.

    I would suggest Occams Razor is applicable here and the simplest way to achieve this business requirement is to remove delete privileges from the security roles of those users who are likely to try it.  You still have the 'deactivate' functionality to give them which in itself could be used to alert an Admin that a record needs to be checked to see if in fact it should be deleted.

    Cozy

    • Proposed as answer by Peter C (UK) Thursday, May 9, 2013 6:39 AM
    • Marked as answer by airliner Thursday, May 30, 2013 10:15 AM
    Thursday, May 9, 2013 6:39 AM

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    Well there are plenty of solutions out there that can accomplish just this.

    List of possible solutions:

    Let me know when you get a moment!

    • Proposed as answer by Brett Rojas Wednesday, May 8, 2013 12:16 AM
    Tuesday, May 7, 2013 5:06 PM
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    Hi Brett,

    thanks for your response. I think I'll take a look at your second suggestion with the instance adapter.

    Wednesday, May 8, 2013 8:51 AM
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    "What happens if someone deletes a contact and/or company?".

    They get fired.

    And then the CRM admin gets fired for allowing users to delete critical records.

    And you may have lost much more than the account or contact - all child records such as service Cases, sales Opportunities and all activity history will also be gone.

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    Blog: Getting IT Right

    Wednesday, May 8, 2013 2:33 PM
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    Hi

    I think going down the route of replication or back ups is complicating this issue far above what is required to achieve your business objective, i.e. Not allowing users to delete contact and company records.

    I would suggest Occams Razor is applicable here and the simplest way to achieve this business requirement is to remove delete privileges from the security roles of those users who are likely to try it.  You still have the 'deactivate' functionality to give them which in itself could be used to alert an Admin that a record needs to be checked to see if in fact it should be deleted.

    Cozy

    • Proposed as answer by Peter C (UK) Thursday, May 9, 2013 6:39 AM
    • Marked as answer by airliner Thursday, May 30, 2013 10:15 AM
    Thursday, May 9, 2013 6:39 AM