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Microsoft Dynamics CRM (Archived)

Which Entity Permissions are needed to display notes on opportunity form in Portals

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Hi All,
I am facing an issue were I am not able to view my notes in spite of giving entity permissions. Could anyone suggest which entity permissions do I need to provide in order to get notes on opportunities entity form. Thanks in advance.

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  • Suggested answer
    Rajat Awasthi Profile Picture
    Rajat Awasthi 675 on at
    RE: Which Entity Permissions are needed to display notes on opportunity form in Portals

    Hi ,

    Its annotation.

  • Suggested answer
    Shidin Haridas Profile Picture
    Shidin Haridas 3,497 on at
    RE: Which Entity Permissions are needed to display notes on opportunity form in Portals

    You need to give the following Entity permissions:

    On Note entity:

    Read, Append, Append To.

    On Opportunity entity:

    Read, Append, Append To.

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