You are able to lock fields using JavaScript or Business Rules, but you can't lock notes/documents without modifying security role. You can however hide them if you want to. To Disable a field in JavaScript: Xrm.Page.getControl(attributeName).setDisabled(true); To hide a section in JavaScript: Xrm.Page.ui.tabs.get(tabName).sections.get(sectionName).setVisible(false); Hope this helps.
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