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How to Share or Assign Note created on contact by admin, with multiple business units at a time

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Hi,

Is there a way to Share a note created by admin, at a time across multiple available Business units(Eg: BU1, BU2, BU3) or Teams( Team1, Team2, Team 3) on CRM.

I couldn't find any share or Assign option for the note.

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Community Member Microsoft Employee on at

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RE: How to Share or Assign Note created on contact by admin, with multiple business units at a time

Hi Krish,

you can try to test with steps above, and you need check notes entity privileged for current user.

Go Settings > Security > User to click the user that you need, and click 'Manage role' button to check which security role the user are asigned.

Go Settings > Security > security role to open the security role the user using.

Making sure share and assign privileges is organization level for note entity.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Integration 647 on at

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RE: How to Share or Assign Note created on contact by admin, with multiple business units at a time

Hi Leah Ju,

We are currently using CRM 2016 on premise version.(8.2.3)

Will the suggested option available?
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Community Member Microsoft Employee on at

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RE: How to Share or Assign Note created on contact by admin, with multiple business units at a time

Hi Krish,

You can add note entity to the sitemap of the app.

Go Settings > app to open the app designer page.

Then in the siteMap, click Notes to view notes list, and open one record you need.

Then you can click Share button in the bar.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.