CODEWITHSUNDEEP
dynamics-crmdynamics-crm-2011microsoft-dynamics
Mocl
Mocl

Reputation: 51

Can I clear users out of my AD without harming any entries in a Dynamics CRM?

Apologies for the basic question; we're having a spring clean of the office Active Directory and plan to remove a large number of legacy users. Saying good-bye to their email is not a problem, but we have an on-premise Dynamics CRM we occasionally refer to. My question is, will there be any implications for that if I delete a user who might have entered a case?

Upvotes: 1

Views: 228

Answers (1)

Arun Vinoth PrecogTechnologies
Arun Vinoth PrecogTechnologies

Reputation: 22836

There is no direct link between CRM on-premise 2011 & Active Directory to pull all users overnight & sync. When you create a new user in CRM by giving domain name, it will verify in AD & pull the details to store in CRM. This will happen on tab out.

So when you delete/disable an AD user it won't flow down in Dynamics. But you have to disable them manually (no delete option available). Before doing that make sure to read these best practices.

Best Practices

Make sure to Re-assign any associated records/activities to another User or Team before disabling User. If you don’t Re-assign the records they will still be available, but they will still be assigned to the disabled user.

It is very important to ensure that there are no Workflows owned by the User to be disabled. All Published Workflows need to be owned by an administrative account, not an employee’s account.

There are situations where a User’s account only needs to be disabled for a short period of time, so records don’t necessarily need to be Re-assigned. (Example: the User went on vacation for a month). Take into consideration the User’s privileges for those records. If only the User can modify that record, then no one will be able to modify the record, if the owner is disabled.

Read this community thread as well.

Upvotes: 2

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