web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Introducing our New Video Series: Community Spotlight
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to see history of ...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

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

(0) ShareShare
ReportReport
Posted on by prog2021 20

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?

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi prog2021,

    Question 1:

    You need enable Auditing for Note entity:

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

    pastedimage1646365287194v1.png

    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.

    pastedimage1646366074337v2.png

    pastedimage1646366195765v3.png

    Question 2:

    You can achieve it through Advanced Find:

    pastedimage1646366645098v4.png

    pastedimage1646367138702v7.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Introducing our New Video Series: Community Spotlight

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
11manish Profile Picture

11manish 104

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 103 Super User 2026 Season 1

#3
Subra Profile Picture

Subra 97

Last 30 days Overall leaderboard

Featured topics

Welcome to the Microsoft Dynamics 365 forum!
Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans