A Tip for Notes When You Create a New Dynamics CRM Entity

Posted on March 6, 2012 by JoeCRM

When you create a new Dynamics CRM entity, you have the option to select Notes and Activities to add to each record.

add a new dynamics CRM entity

If you aren’t sure if you want to display Notes and Activities on the entity, leave them unchecked. You can always circle back and add Notes and Activities to your entity

If you choose to check off the Notes and Activities Boxes and click Save the Notes and Activities boxes will become greyed out.

Dynamics CRM

Let’s say for example you choose to add Notes and Activities, but later on….. you decide to remove Notes from your entity.

Easy enough:

Go to Settings > Customization > Customize the Solution > Select your entity in the Entity section > Click Forms and edit the Main Form.

To Remove the Notes from your Form

  1. Select the Notes Section on the form
  2. Select the Remove button from the Action Ribbon
  3. Click Ok

Notes have been removed.

Later, time has passed and your requirements have once again changed. You need to add Notes back to your entity.

You go to Customization> Customize the Solution > Select your entity but notice the Notes checkbox is still greyed out.

You open the Main Form; you see that there is no Notes field or Notes section. You start to question “is it possible to add Notes back to your entity?”

Yes it is.

Open up the Main Form in the left hand navigation

  1. Select the Insert Tab across the top
  2. Click on the Notes button

By clicking on the Notes Icon it will re-add the Notes section to the entity.

Inset a Tab if you choose to add the Notes section to a different Tab, or add Notes to an existing section already on the form.

Hope you enjoyed this CRM How to from the CRM Experts at PowerObjects. Feel free to comment and let us know if there are other areas of crm tips and tricks  you would like us to conver in future posts.

Happy CRM’ing!

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JoeCRM

Microsoft Dynamics CRM Expert at PowerObjects
Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more business and organizations around the world.
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  • http://www.casemanagesoftware.com/ Case management CRM

    I personally think there is no need to have notes and activities on each and every entity. This just makes it more confusing for the user. Plus on top of that there is another note section in each activity itself. I think this is all redundant. IMHO.

  • Gabriel

    This is a very good tip, learned it the hard way.
    I have a question though: Any idea how to check which entity is the note associated with in the conditional branch of a work-flow/process?

    • Alex Fagundes

      Hi Gabriel — yes – you can check which entity a note is associated with. This is typicaly done by check if the regardingxyz contains data. So for example, in my workflow I can determine if the note is related to a lead by checking if RegardingLead contains data.

  • Wilfredo

    How about if I want to show Note entity in Navigation Pane ?

  • sander

    Thanks a lot!