CRM 2011: Restrict Ability to read specific attachments RRS feed

  • Question

  • HI All,

    I have a form where there is an attachment in note. I want to restrict specific group of people from opening a specific kind of note attachment?




    Friday, July 10, 2015 4:32 AM

All replies

  • There is no way to do this in Dynamics CRM with the Note entity.  You'd need to archive attachments to SharePoint or the like.

    Alternately, you could make a whole new entity for just that one kind of note to attach to, then make sure you restrict access to that entity on user role, and train you users to attach their restricted notes to the restricted entity you just made.  This won't be a very good user experience, though.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Friday, July 10, 2015 3:03 PM