security role privilege to control access to activitymimeattachment (attachments) on an activity.

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Posted on by ShannonCRM

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I am pretty sure I would have found it already if it exists, but hoping I missed something.

I want to set a up a Security Role that has access to Activities (say, Email Message), but not to the Attachments.

is there a way to do this?

I see attachmebnts are stored in activitymimeattachment entity, so it does indeed seem to be stored in a separate entity, but I didn't see a Privilege for this in the Security Role set up.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

It's the "nested" permission and you can't configure it separately - similar to opportunity/opportunity products, quote/quote lines e.t.c.

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Claudia Amaral on at

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Hello Shannon,

There are no entity specific privileges for the ActivityMimeAttachment entity.

Please see the entity type information: docs.microsoft.com/.../activitymimeattachment

Usually, an attachment is under a note, so my suggestion is to set the permission to notes and the attachment will have the same security permission. I don't know if it's suitable for your requirements but it's something that can be verified.

If this answer was helpful to you please mark it as an answer. Thank you!

Thank you for using Microsoft Dynamics CRM Communities.

Cláudia Amaral
Support Engineer
Microsoft Dynamics CRM

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ShannonCRM 502 on at

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For us, it's in the email message entity, so I have been using Activities but I had a situation where we wanted to let them see the email but not the attachment. The reason being is that attachments can contain ITAR-protected technical data. But I just figured out how we could do it without issues by using Business Unit based security, thanks for the reply as you got me thinking about how I can do this!

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ShannonCRM 502 on at

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Adding on to this - if you used SharePoint as an attachment storage rather than the activitymimeattachment, could you then specify that privilege to access separately?

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