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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes Annotation Disab...
Microsoft Dynamics CRM (Archived)

Notes Annotation Disable Attachment How To

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Posted on by Community Member

Has anyone figured out how to disable attachments in CRM 2013 the note(Annotation) Entity

I am looking for any way possible aka javascript, supported, unsupported customizations I am looking so a person can enter a note but not a attachment  I am looking to disable the attachment button

Thanks really need help

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    I have seen this question a few times (e.g. https://community.dynamics.com/crm/f/117/t/180726) but have not seen a clear answer yet.

    One partial method is to add all probable file extensions to the blocked extensions list (Settings > Administration > System Settings > General > Set blocked file extensions for attachments). This will not guarantee that some attachments cannot be added, but if users mostly just trying to add images, Office documents and PDFs' you can prevent most attachments using just that method.  

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    I went ahead and created a custom entity for notes and made relationships to all the entities required to use the note entity and that works just as well that way no attachments ever need to be used or uploaded

  • Community Member Profile Picture
    Community Member on at

    Believe it or not, I was going to suggest that, but I thought it would be a lot of work and you might not want to go to all that trouble. You made it an Activity type entity didn't you?

    How did you disable the Add menu buttons? Ribbon workbench?

  • Community Member Profile Picture
    Community Member on at

    yep and yep  

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