Attaching and Deleting Documents and Notes in Dynamics 365

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In Dynamics 365, users have the ability to add notes and upload documents to records. For example, the Account record below has a Notes section:

To enter a note, enter the text in the text box and click Done:

Once entered, if you have delete permissions, you will see the ability to delete a note:

On deleting a note, you will have a few seconds to undo your delete:

To enter an attachment, click in the box and select Browse:

You will see the document uploaded:

With the option to delete if you have delete privileges:

And the ability to undo the delete:

The Write, Delete and Append privileges on the Note entity under Core Records are:

  • Write – update existing notes, either yours or someone else’s
  • Delete – delete existing notes
  • Create – create new notes

If you do not have delete privileges, you will not see the X option:

As with documents:

Without create privilege you will not see the option to enter notes:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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