Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Notes CRUD in read only entity privilege

Posted on by 295

Hello Everyone !

Hope all of you are in joy and happy! I gave just Read only privilege to an entity "A" for a security role "SR" and gave all global base privilege to "Notes" entity except delete option for a security role "SR" now "Notes" are in "A" entity form. But i want to add, edit and view notes of entity "A" but cannot. I gave user base privilege to delete option to "Notes" entity. Can anyone tell me how to resolve this issue. 

*This post is locked for comments

  • RE: Notes CRUD in read only entity privilege

    I gave "Organization" level privilege to all options of "Notes" entity except "Delete" option. I gave "User" level privilege to "Delete" option. 

    I gave "Organization" level privilege to read only option to another entity and did not give any privilege to any option.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Notes CRUD in read only entity privilege

    How Append and Append To configured in both the entities, it should be configured properly to associate record with each other.

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