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Finance | Project Operations, Human Resources, ...
Answered

After upgrade to 10.0.8 adding note new button grayed out

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New button is grayed out , after upgrade to 10.0.8 

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  • Adeoye Profile Picture
    on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    Cannot add note/attachment to any of the entities, checked feature management to check if this is disable but nothing.

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    try and check if there were any upgrade errors?

    Also is security role sufficient?

    Entry points in D365FO detemine final security so try with system admin and could then zero on approach

  • Adeoye Profile Picture
    on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    no upgrade errors , also we are logged in with the admin account.

    is it possible a custom package deployed could cause this

  • André Arnaud de Calavon Profile Picture
    299,407 Super User 2025 Season 2 on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    Hi Adeoye,

    It can be indeed caused by a customization. Can you check your extension models if there is something changed here?

  • Adeoye Profile Picture
    on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    i observed that our prod environment which is still on 10.0.4 is working fine with this package , the new button is functional

    but sandbox is on 10.0.8 with the same package has the new button not functioning.

  • Adeoye Profile Picture
    on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    any reason ?

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    Hello Adeoye,

    What roles do you have assigned?

    Are all of those roles standard roles or customized ones?

    Has there been a change to your roles / security setup being made?

    Do other users face the same issue?

    Would be great if you could answer those questions?

    Best regards,

    Ludwig

  • Verified answer
    Adeoye Profile Picture
    on at
    RE: After upgrade to 10.0.8 adding note new button grayed out

    THANKS GUYS, I WAS ABLE TO USE THIS LINK BELOW TO SOLVE THE ISSUE

    docs.microsoft.com/.../configure-document-management

    it seem the 10.0.8 had another some changes in that aspect:

    Go to organization administration>Document management>Active document tables.

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