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:
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