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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes entity privileges
Microsoft Dynamics CRM (Archived)

Notes entity privileges

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Posted on by NK Bhairi 244

Hi All,

We have a requirement were in we have two users of same Business unit with different security roles.

Security Role      Business Unit  User

Manager              Alya                Manager

Associate             Alya                 Associate

What ever the record(Case) that manager creates we are sharing it to Associate to give his comments.

But we dont want the associate to look into Notes(Created by Manager) that are attached to the case.(Problem here)

Tried giving user level access to Notes entity for associate role but no help.

Whatever the associate enters manager has ability to look into it.(We are giving full permissions to Manager on Notes entity. There is no problem with this)

*This post is locked for comments

  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at
    RE: Notes entity privileges

    This issue is with Associate user's security role not with relationship behavior.

    CRM merges all assigned role permissions and gives permission based on that to user.

    When user has multiple roles assigned and any one role has permission to view all notes then user will see all notes associated.

    Same for team roles.

    You need to check Associate user's ALL roles, and teams roles.

  • Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Notes entity privileges

    Can you please check the user Security Roles and the security roles associated to the teams associated to this user.

    Maybe there is another security role that is impacting this.

  • NK Bhairi Profile Picture
    NK Bhairi 244 on at
    RE: Notes entity privileges

    Tried with cascade none(Associate am not able to enter record) option and cascade user owned(This is giving me all)

  • Suggested answer
    Charles Abi Khirs Profile Picture
    Charles Abi Khirs 3,569 on at
    RE: Notes entity privileges

    Hello,

    Since you gave the user level on Read permission for the Associate, but without success, I think that the issue might be in the relationship behavior between the Case entity and the Note entity (which is by default set to Parental). Try to change this type to Configurable Cascade and remove the Cascade All of the Assign, Share, Reparent.

    Hope this helps!

    If found helpful, please mark the answer as verified.

    Charles Abi Khirs.

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