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Microsoft Dynamics CRM (Archived)

Notes CRUD in read only entity privilege

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Posted on by 297

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. 

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  • Microsoft Dynamics 365 Consultancy Profile Picture
    297 on at
    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
    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.

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