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Hello!
I want to add notes in form editor. How i do this? Notes option is checked in my entity and Notes button not displaying in my form editor!
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Hi,
Make sure you checked the Notes checkbox in the entity information. Please check below article -
community.dynamics.com/.../adding-notes-section-on-entity-forms-in-dynamics-crm
Make sure the "Add Attach File" is checked in the Entity Form
Besides what Goutam has suggested I can add only a link to configure note on the portal form.
It should be done with entity form metadata configuration, and explained well at docs.microsoft.com/.../configure-notes
If you meant Notes in CRM and you are looking for the Notes control in Form editor in V9 then do note that the name has been changed from notes to timeline. i.e. Insert >> Timeline.
community.dynamics.com/.../activity-timelines-in-dynamics-365
Hope this helps.
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