Notes on an entity - can they be made private?

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Posted on by Cathy M

I've had a request that when notes are added to a contact entity or account entity in D365 (Sales) can those notes only be visible to certain users? A bit like a field security profile I suspect but on the actual "notes" section. I've never had this request before as the whole purpose of notes, in my opinion, is for continuity of client/customer care. These notes may be sensitive in nature due to the work being done, so I can see why they would want, however I can't see how this could be done.

What other options would there be for them to have sensitive information within the record but only visible to certain users.

thanks

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Yoshika Suzuki on at

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RE: Notes on an entity - can they be made private?

Depending on the cascading process, viewing can be restricted.

learn.microsoft.com/.../configure-entity-relationship-cascading-behavior
Cathy M 10 on at

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RE: Notes on an entity - can they be made private?

thank you. Appreciate your response. CM
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a33ik 84,331 Most Valuable Professional on at

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RE: Notes on an entity - can they be made private?

Hello,

There is no easy way of doing it. The only thing that I can think of is the plugin that will handle RetrieveMultiple message for annotation entity, and tweak the filter based on the calling user.