Dynamics CRM Integration and Company Phonebook

[ZeelIT]

Hi All,

This might have been asked already but I have tried to look back through past threads as well as searching. We have Dynamics CRM integration set up, and it is brilliant, however is there a way to stop this creating a company phone book contact when a client dials in?

The reasoning is that we set up the Dynamics CRM integration for our sales team; able to know straight off who's calling, open the contact, journaling for the call history, but the issue is that it bookmarks the contact for the entire company to view, resulting in users in other areas obtaining client contact information that would otherwise be sensitive.

Due to this we've had to turn it off for now despite the benefits it could bring.

Thanks for any help,

Sean

 

[edossantos]

Hello Sean,

This is how it works by design and unfortunately can't be changed. This is an issue for many companies, not only you, so we are analyzing possible ways to fix this, maybe with some permission setting.

At the moment there is no workaround for this.

Kind regards.

 

[ZeelIT]

Thanks for the feedback Ernesto, any way to restrict down viewing access to the entries created would be a bonus.