Dynamics 365 Online: How to customize the default Notes form

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I would like to customize the default Notes form which appear in social pane to add new field called category. This will allow user to add attachment for specific category

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Jay2014 on at

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RE: Dynamics 365 Online: How to customize the default Notes form

Hi Asifpy,

You can create your workflow on the Note entity and use the field 'IsDocument' to confirm if the attachment exists on the note record- see this for reference www.powerobjects.com/.../send-email-notification-when-adding-note-case-crm

You would need to change the Regarding selction to reference to your Opportunity entity.

I hope this answers your question.
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Edison Lai 85 on at

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RE: Dynamics 365 Online: How to customize the default Notes form

It is not support, but what do you think if create new Entity with category field for Notes replacement and set relate to your required Entity.
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TractionCRM.com 50 on at

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RE: Dynamics 365 Online: How to customize the default Notes form

The Notes record is unavailable within a roll up field, so unfortunately you cannot do an out of the box workflow. I can only recommend using JavaScript or Plug In to perform the calculation/check as you require.
Community Member on at

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RE: Dynamics 365 Online: How to customize the default Notes form

Thanks Jay. I want to categorize all the added attachments which will allow me to add validation step to check if certain attachment has been uploaded.

I have a custom two-options fields on my Opportunity entity supporting_docs_attached. If a user uploads the files using Notes and sets the supporting_docs_attached filed value to completed, how do i make sure that the user has actually attached a file against supporting_docs_attached?
Jay2014 on at

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RE: Dynamics 365 Online: How to customize the default Notes form

Hi Asifpy,

The note entity is not customisable, you cannot add new fields to it. As you can see, the field the ''new field'' is read only. What's your requirement ?