You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]
Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]
Today’s tip comes from Nicholas Hayduk. You can be a tipster too, just send your revelation to jar@crmtipoftheday.com. I’ve learned the hard way many times that you need to try something in CRM before claiming it is possible. Recently I was helping someone on the CRMUG forums with a problem involving notes and workflows. There […]
So you do an advanced find for note records that you want to export to Excel. You expect to see the normal Export to Excel button that appears in every other Advanced Find view. However, you see that that half of the ribbon is missing when searching for notes. The answer is it is there, […]
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
If you follow our advice and do not do anything prematurely, the default form for your entity will look nice and lean, mostly due to the absence of the middle pane which is default home for activity feeds, activities and notes. If you decide that you do need activities and notes, after all, you will […]
I recently lead a webinar about the new features in CRM 2015, and one of the attendees asked a great question: “Is there anything new in 2015 that can prevent server synchronization from sending an update to meeting attendees when the description field is updated? Users record their notes in that field, and we don’t […]
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