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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Delete Notes from Portal
Microsoft Dynamics CRM (Archived)

Delete Notes from Portal

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Posted on by Tom Thompson

Hi All !

I have a requirement to allow users to delete notes added to a record via the Dynamics 365 portal.  The Notes are created by a workflow within Dynamics 365.

Entity Permissions and the Entity form has been configured per the "Configure notes for entity forms and web forms on portals" Microsoft documentation.

I would expect that the user would be permitted to delete any notes.  However, what I have found is that the user is only given the option to delete notes that they created and were created from the portal.  Any notes created within Dynamics 365 do not provide the option to delete.  Also notes, created by other users from the portal are not able to be deleted by anyone but the note creator.

Is this simply "the way the portal works", or is this perhaps related to permissions on the portal and within Dynamics 365?

Thank you!

Tom

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I have the same question (0)
  • Tom Thompson Profile Picture
    Tom Thompson on at

    I've posed this question to Microsoft and It seems that not even they has an answer for this.

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hi Tom,

    I don't think Portal behave like this, If you are able to Delete your Notes, you should have options to delete other user Notes as well. But for this, you must have Global level of Entity Permissions on Note Entity.

    And the Notes which are being added from CRM requires having *WEB* keyword in order to make it visible on Portal. Then you can delete these Notes also from Portal.

    Hope it helps.

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

     

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