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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Agent wants to only se...
Service | Customer Service, Contact Center, Fie...
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Agent wants to only see their activities in timeline

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Posted on by scottmusich 15

I am not sure this is possible with out create seperarte app of sorts but some of our agents only want to see their notes/activites on the timeline.  Is this possible to do without some advanced scripting etc??

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  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at

    Hi Scott,

    You can achieve this using security role. Assign user level permission to note entity.

    pastedimage1599149057815v1.png

    Hope this helps

    Best Regards

    PG

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