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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to view activity N...
Microsoft Dynamics CRM (Archived)

How to view activity Notes

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Posted on by Community Member

Hi..

I create new lead. Then i opened the lead under Details Section click activities and select new then create a new phone call activity. In that phone call activity notes tab i enter some message like "Call Tomorrow" then save and Clost the activity.

I want to view the notes in Activity Grid.

Thanks and Regards,

 Venkatesh.S

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  • Yaniv Arditi Profile Picture
    Yaniv Arditi 3,990 on at

    Hi,

    The reason you can't add Notes to the Activities grid is the relation of many Notes to one Activity. The grid does not display a list of records.
    You can use the advanced find to find all the Notes that are related to Activities that regard Leads.

    Hope this helps,

    Yaniv Arditi

  • Community Member Profile Picture
    Community Member on at

    Hi Yaniv Arditi..

    Thanks for ur information. It is working successsfully.

    Can i add Compnay Name(Lead), Contact Name(Lead) in the Grid .

    I did the following steps. But i cant get.

              In Advanced find ---> Edit Columns -----> Click Add Columns -----> Select Record Type as Regarding(Lead) -----> Select Company Name and Name   the Click Find. But i cannot view the Company Name and Name..

     Please clarify me..

    Thanks and Regards,

    Venkatesh.S 

     

     

     

  • Yaniv Arditi Profile Picture
    Yaniv Arditi 3,990 on at

    The reason you don't the Lead attributes data that the Note does not regard the Lead, but an Activity, which it turn regards the Lead.
    The Advanced Search allows you to retrieve data from the 'parent' entity (which is Activity in your case) but not from the ancestor (the Lead).

    If you need just the Name and Company Name attributes values from the Lead, consider writing some custom code that will copy these values from the Lead to the Activity. This way, these values will be available in the Advanced Search.
    If you need more, consider creating a designated Reporting Services report.

    Hope this helps,

    Yaniv Arditi

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