Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 release wave 1Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
I have configured the D365 Portal to show some Notes on one of our forms. I've also sorted the Entity Permissions and everything has been working perfectly fine. Recently we had a request to allow users who are not the Created By of the Note to edit the Notes in the Portal. How we have this configured atm, the context menu will appear against a Note if you are the creator of the Note. So if I created the Note then I could edit it but if someone else did then I can see the Note but cannot edit it.
We have the Parent Entity Permission setup at Contact Scope (but we've tried everything up to and including Global) and the Child Entity Permission was at Parent (and was working as expected) but we've moved this to Global but we still have the same issue.
Anyone have any ideas if it's possible to allow Notes to be edited by others and if so, can you throw any light on how the Permission structure should look?
If that's not an option are there any other suggests to how I could sort this? The Notes are created using a Workflow so I was thinking we could have the Workflow run as SYSTEM (as any Note created by SYSTEM appears to be editable) but I know that SYSTEM is added as the Note creation requires a CRM User to create the note back in the CRM itself. Just wasn't sure how to run a Workflow against SYSTEM (what the actual account name was basically).
Business Applications communities