locked
Read only access to online CRM Dynamics hosted site RRS feed

  • Question

  • I am interested in getting a hosted CRM Dynamics online site for development purposes. After customizing this site, I would like prospects to be able to visit the site on a read only basis, to evaluate whether such customization would be useful for them.

    Is this possible, and how.

     

    Thanks very much for any suggestions.

    Sunday, October 3, 2010 11:07 PM

Answers

  • Yes, this is possible.

    Configure the user and assign the "Read Only" access.

    Follow the below Step:

    Go to Crm App -> Settings -> Administration -> Users -> Select / Edit User from the grid -> Access Mode = Read Only

    At the bottom of the screen, you will see a field "Access Mode", Select "Read Only" from the dropdown.

    Save the record.

    Now, the user will be only able to see the records in READ Only.

    Hope it helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Monday, October 4, 2010 4:32 AM

All replies

  • Yes, this is possible.

    Configure the user and assign the "Read Only" access.

    Follow the below Step:

    Go to Crm App -> Settings -> Administration -> Users -> Select / Edit User from the grid -> Access Mode = Read Only

    At the bottom of the screen, you will see a field "Access Mode", Select "Read Only" from the dropdown.

    Save the record.

    Now, the user will be only able to see the records in READ Only.

    Hope it helps.


    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    Monday, October 4, 2010 4:32 AM
  • Hello Ranjitsingh,

     

    Thanks for the reply, but I'm not sure whether this is the solution I was looking for. I am referring to anonymous access similar to Sharepoint's anonymous access, where no authentication or authorisation is involved. When you say user, are you referring to a named user with an account? I was specifically looking for access by anybody that's on the internet, where no log-in process is involved, since no user account is necessary.

     

    Sincerely,

    Ramon

    Monday, October 18, 2010 12:57 AM
  • CRM does not allow anonymous connections, nor does the licensing agreement allow multiple people to reuse the same account, so I'm afraid that what  ou're looking for is not possible


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Friday, October 29, 2010 10:51 AM
    Moderator