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ReportIs it possible to regulate who can see specific notes in a timeline. So for instance I want to see and internal note in the timeline but I dont want a customer to see that same note.
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Is it possible to regulate who can see specific notes in a timeline. So for instance I want to see and internal note in the timeline but I dont want a customer to see that same note.
Hello,
Yes, it is possible to regulate who can see specific notes in a timeline in Dynamics 365. One way to do this is to use security roles and field level security in Dynamics 365.
Create a new field in the note entity and name it "Internal Note" and set it as a boolean type.
Create a new security role and name it "Internal Note Access".
In the security role, give read and write access to the "Internal Note" field to the appropriate users or teams.
Go to the "Field Security Profile" in Dynamics 365 and create a new profile.
In the new profile, set the "Internal Note" field to "Read-Only" for all security roles except the "Internal Note Access" role.
Assign the newly created security role to the desired users or teams.
This way, only the users with the "Internal Note Access" role will be able to see and edit the "Internal Note" field, while other users will only be able to see the notes without the "Internal Note" field. This can be an efficient way to keep some notes private for internal use only.
Another way is to create a custom form for the Note entity and using JavaScript or plugin to hide the notes from specific form or view. This way you can separate the notes which need to be visible for customer and which are internal only.
You can use either way or combination of both methods to achieve the desired level of security for your notes.
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André Arnaud de Cal...
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Martin Dráb
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