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Posted on by Shahbaaz Ansari 6,205

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 19 on at
    RE: Append and Append To with Note entity in Dynamic 365

    Hi,

    To restrict notes from being added to a contact by a user in a different Business Unit to the owner of the contact, you should set the Contact 'AppendTo' rights to BU (half circle) and the Note Append to Business Unit

    See this article by Joel that describes it in more details - blogs.msdn.microsoft.com/.../microsoft-dynamics-crm-append-vs-append-to-whats-the-difference

    Hope this helps

    Scott

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