Desktop Connection Outlook and ActiveSync

[holger_pucker]

Hello,

we want to use the desktop connection for Outlook integration with our SAP CRM system.

To minimize problems especially in the beginning, we made the main data (accounts and contacts) read only.

(We used the security settings tag ine the customizations.xml file.)

In Outlook this worked perfectly.

When we made the tests with mobile end devices, we saw that all contacts are available on the mobile device.

They all can be modified.

Deletions are transmitted to outlook, and then to the crm. The contacts are marked for archiving.(That is bad)

The changes are transfered to outlook and then to the crm. (In outlook it is strange. Yous see the modified field values for a second, then it switches to read only mode, and you see the old value.)

Is there any possibility to make the contacts read only on the mobiledevice.

I understand that the security tag just controls the form in outlook, isn't it?

Thanks

Holger

[michael_sackmann · Accepted solution]

Dear Holger,

as you did already assume the security tag only controls the UI on the outlook not on the mobile device. To apply such changes on mobile device via customization package settings is not supported.

If you want to prevent changes regardless from which device/UI you can set this up by corresponding authorization on CRM server i.e. the user must not have change/delete authority for account or contact. This is checked when the change, triggered by outlook, is processed on the server.

If you do not want to change your authorization settings on server, as an alternative you could do enhancement on CRM server in data provider class of the service where you simply do not allow the execution of the change or delete method for certain entities.

Regards

Michael