Hi,
we have setup Desktop Connection for CRM properly.
But we have the requirement to make accounts in Outlook readonly. User should only be able to create/change contacts, appointments and tasks in Outlook.
In the CRM OutlookBridge Extensibility Guide exactly this requirement is stated with following example:
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Make an Object Type Read-Only
1. Open customization.xml file.
2. Locate the type you want to make read-only.
3. Add security/modify_filter tag with false content inside under the type tag.
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I have updated customization.xml as stated above and created and deployed new Customization Package.
But acocunts still remain editable in Outlook.
I also tried to mark all account fields as readonly but email/phone/fax and URL remain editable.
Any advice?
Danny