- View-access to MS-CRM
- Posted by Charlotte on November 3rd, 2006
Is it possible to give some employees just a “View”-access to MS-CRM –
without having to create them as users?
--
Charlotte
- Posted by Matt Parks on November 3rd, 2006
No. In order to give them access to the CRM UI, they need to be a licensed
CRM user. You could write a read-only portal that pulls data from the CRM
views/tables, but you would need to build this yourself.
--
Matt Parks
MVP - Microsoft CRM
"Charlotte" <Charlotte@discussions.microsoft.com> wrote in message
news:49ED24E0-9872-4890-829F-94E8D9E3D736@microsoft.com...
Is it possible to give some employees just a "View"-access to MS-CRM -
without having to create them as users?
--
Charlotte
- Posted by Sam on November 4th, 2006
Hi Charlotte,
Matt is absolutely on target when he says you will need to access it
from
outside to make it possible to read data from MS CRM by making a
portal. Our
experience is that those who just need MS CRM read only access usually
need
to know about contact details and either opportunity/cases against
them.
Building up a small application either web based to run on an intranet
to
achieve this task can be possible. We recently did a basic one for our
client who used to display on web page basic information like Customer
and
its basic information as well as the opportunities/cases against them
by
connecting to MS CRM database through web services. If you need to
discuss
this further and you know what you want your "read only" users to see,
please be free to contact us and I can guide you as to how this can be
done
and what maybe the time involved.
Sam
_______________
Inogic
Innovation Logic
Innovative solutions for your SME ERP/CRM products
E-mail: crm@inogic.com
Web: www.inogic.com
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Matt Parks wrote:
