Symptom
Users are able to create new accounts with the role Customer through Add-In for Microsoft Outlook although they are restricted by a Page Layout to creating accounts with the role Prospect only.
Environment
MS Outlook Add In
Reproducing the Issue
-
Log into Add-In for Microsoft Outlook.
- Click on Add Appointment.
- Click Add Reference and select Account.
- Click Create.
Cause
Page Layout Restrictions are not supported in the Add-In for Microsoft Outlook.
Resolution
This is the standard system behavior.
Keywords
Add-In for Microsoft Outlook; Outlook; Restriction; Layout; Role; Customer; Prospect , KBA , outlook , clr , business role , enforce , customer , prospect , layout , account , role , restriction , add-in for microsoft outlook , LOD-CRM-PM , C4C Product Management , Product Enhancement