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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Restrict users from do...
Microsoft Dynamics CRM (Archived)

Restrict users from downloading Notes attachments.

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Posted on by Community Member

Hi Team,

We do have requirement where we need to restrict users from downloading notes attachments. Notes are accessible from both social pane and direct from notes form.

Appreciate if you could provide any inputs.

Regards,

Vinayak Chavan

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I have the same question (0)
  • Saad Kabarousse Profile Picture
    Saad Kabarousse 734 on at

    Hello,

    Do you want to restrict downlaod for all users or for just a specific users?

  • Community Member Profile Picture
    Community Member on at

    Thanks for the reply Saad!

    Its for all the users.

  • Saad Kabarousse Profile Picture
    Saad Kabarousse 734 on at

    can you try to remove read previlige on the annotation entity for  just one security role so that you can test if it works? And make sure that the user you are testing with has only that one security role. if it does apply the modification on all security roles. 

  • Community Member Profile Picture
    Community Member on at

    If we remove read permission then user wont be able to see notes with just text as well. Please correct my understanding.

    We just need to disable or restrict attachment download from notes.

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at

    There is no specific privilege to download notes. I think you only option would be to write a plugin to run on the Retrieve message of the annotation (note) entity. The plugin would need to check if the request includes the documentbody field (as this contains the file contents), and either throw an Exception to the user, or set the field to null. 

  • Community Member Profile Picture
    Community Member on at

    Thanks a lot David for your reply!

    I tried with retrieve plugin on annotation entity. Retrieve plugin for annotation provides entity reference and not the entity. As a result there is just GUID as part of target entity (entity reference) and no other attributes. Am I doing anything wrong here?

  • Cristalls Profile Picture
    Cristalls 45 on at

    Hi. Did you try playing around the user's security role for Note and Post entities under the Core Records tab? You can remove Edit and/or Read to prevent them from downloading the attachment.

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