Delete Attachment(Note) in Dynamics 365 Portal

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Posted on by Hemant Kumar Sahu

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Hi Experts,

I configured Notes in my Entity form , same as mentioned in the below link
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/portals/configure-notes

I have a requirement to have a 'Delete' option for the attached file.
After investigating I found that 'Delete' option get appears only for logged-in user not for all.

Any alternate to achieve this

Thanks in advance.

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Hemant Kumar Sahu 1,825 on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Thanks Arpit,

I am using the licensed instance.

Thank you for your suggestions, will do that.

Hemant
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Hi Hemant,

Are you using trial CRM instance or licensed one?

Auto Cache refresh is the known issue of the CRM Portal especially in case of a trial instance. You cannot control that except doing settings at your end like Enable Tracking for that entity, Publish all customization, manual clear cache and Restart the Portal.

I would recommend you to raise a support ticket with Microsoft to get this issue resolved.

I have posted the detailed information about the same here :

https://community.dynamics.com/crm/f/117/t/226250?pi51685=2#responses

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com
Hemant Kumar Sahu 1,825 on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Hi Arpit,

Thank You very much for your suggestions. I liked your idea. I have achieved my requirement in similar way.

Now I am experiencing when I add new notes,the Notes(Attachments) are displaying in portal only when I clear the cache.

Not sure how to resolve this, Could please suggest on this?

Hemant
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Hi Hemant,

Unfortunately, It's not possible. Ideally, If anonymous user is able to create the notes so he/she should have performed other operations too. But might be due to some security implications MS has not allowed to do so.

One alternative I can suggest you that, put a button/hyperlink next to note title in order to delete the note.

Open a task entity form (in dialog/popup) on click of that link and put the Guid of the note (on which the user has clicked) in the subject field and trigger Click in order to create a new task in the CRM.

Show the message on task submission - Note Delete request has been initiated. Do this whole action by making the entity form hidden using Javascript. The user should only see the success message.

Now, as soon as a task will get created in CRM, write a plugin/custom workflow on task creation and retrieve the note by Guid (contains in the subject field) and delete the note.

Can make this process more user-friendly by putting some more efforts in JS and HTML code.

Pshedu Code:

var notguid = First write the logic to get the note guid on click of hyperlink.

$('#subject).val(noteguid);

$('#insertbutton').click();

Hope you understood.

If you find the answer as useful, please mark it as verified

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in
Hemant Kumar Sahu 1,825 on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Thanks Gautam,

But it doesn't work for the Anonymous users.

Hemant
Hemant Kumar Sahu 1,825 on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Thanks Arpit,

I wanted to have a Delete option as well for Anonymous users.|

Its available only for the Authenticated users.
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gdas 50,089 on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Hi Hemant ,

You need to enable delete options

Please refer below-hope this helps.

docs.microsoft.com/.../configure-notes
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Delete Attachment(Note) in Dynamics 365 Portal

Hi Hemant,

If you want to expose the Notes to Anonymous user, you need to manage this using Entity Permissions and Web Roles. I have done following configurations in order to display Notes on Case entity for Anonymous users.

Created a New Entity Permission with Global Scope for Note Entity.

Created a New Entity Permission with Global Scope for Case Entity.

Associate Anonymous User Role to both the above Entity Permissions.

And here is the output:

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com