dynamics crm 2011 - Allow attaching files but not editing Note text -


I have a basic requirement to protect the integrity of the note text in my system; Specifically, once a note has been made, any CSR should be able to edit it (higher level, may be). Ideally, this should be unchanged once, but I permit CSR to edit it, if it is necessary; The big deal is that someone else should not have that access.

Permission for the basic role that enables it is written permission of the note unit. By setting this to "no access" but still providing access to create and add, the user can still write new notes on any unit, which are present in the form of a subgrid, but they can not present an existing note Can not edit.

However, there are two problems with this. First of all, I lose the "add new note" button in the ribbon, there is no big deal, but it forces the user to add notes using the subgroup inline editor. The big deal is that I lose the attached file button. CSR still needs to be able to attach files, even if they can not edit notes once created.

Do I have no need?

If this is only GUI security, then you simply do not edit the field from the load script to be editable Can set.

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