Hi
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
CM
