Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Delete Notes from Portal
Microsoft Dynamics CRM (Archived)

Delete Notes from Portal

(0) ShareShare
ReportReport
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

*This post is locked for comments

  • Suggested answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at
    RE: Delete Notes from Portal

    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

     

  • Tom Thompson Profile Picture
    Tom Thompson on at
    RE: Delete Notes from Portal

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans