How to see history of a note from inside the record?

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Posted on by prog2021

Hi, 2 questions

1. If a user wants to see who created a note and when, vs who last modified it and when, can they see that from the note record? Can there be a customization that allows this?

2. I see note entity has bunch of views defined for it. How to use them? For example, how would I see all the notes for a given record displayed in one of those note entity's view formats?

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RE: How to see history of a note from inside the record?

Hi prog2021,

Question 1:

You need enable Auditing for Note entity:

Use auditing logs in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Save and publish.

Then Go to Settings >System > Auditing > Audit Summary View to enable filter and put entity as Note and this should show only notes audit records.

Question 2:

You can achieve it through Advanced Find:

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