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Security Role to Restrict Opportunity Product Delete? RRS feed

  • Question

  • I have set up a security role that does not have any delete permissions against Opportunity, but it seems as though I can still delete Opportunity Products...is this by design?

    Is there a security setting that I am missing somewhere, or do I have to create a Plugin with the logic to prevent deletion of Opportunity Products based on Security Role?

    I can create the Plugin, but I am unsure why, if a user does not have delete permissions against the Opportunity, they would then have delete permissions against Opportunity Products...

    Kind regards,
    Andrew


    Kind regards, Andrew www.cevian.com.au

    Thursday, March 29, 2012 10:40 AM

Answers

  • Hi

    There is no specific privileges attached to the opportunity entities. it is by design.

    Have a look this http://msdn.microsoft.com/en-us/library/gg334526.aspx

    I do understand that you don't have delete permission on opportunity but it does not mean you can't update or append the opportunity.

    You are right you can use the plugin to do that or try to enable/disable the delete button based the permission on the opportunity entity.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Thursday, March 29, 2012 11:02 AM

All replies

  • Hi

    There is no specific privileges attached to the opportunity entities. it is by design.

    Have a look this http://msdn.microsoft.com/en-us/library/gg334526.aspx

    I do understand that you don't have delete permission on opportunity but it does not mean you can't update or append the opportunity.

    You are right you can use the plugin to do that or try to enable/disable the delete button based the permission on the opportunity entity.

    I hope this helps.


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    Thursday, March 29, 2012 11:02 AM
  • Andrew - Product is a seperate entity under Sales on the security role matrix. If you do not want users to be able to delete products then just simply remove the delete right from this entity. I have a base role setup for all users that does not have any delete rights. In most cases most of my team roles do not have delete rights either. Just a best practice to keep the data from being corrupt.

    I found the following site very helpful when creating my security structure.

    http://social.microsoft.com/Forums/uk/crm/thread/05b24761-8fe0-41d5-a556-edeffd4b2ddc

    Best of luck :)



     


    Thursday, March 29, 2012 1:17 PM
  • Thanks for the quick replies Amreek and Jennifer.

    Looks like there is no security role that will prevent delete of Opportunity Products.  It just seems like a bit of an oversight in the security configuration area.

    I'll have to go with the Plugin then.

    Thanks again!


    Kind regards, Andrew www.cevian.com.au

    Thursday, March 29, 2012 9:57 PM