Microsoft Dynamics CRM (Archived)

How to retrieve all notes on case

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Posted on by Community Member

I like to retrieve all notes that users manually entered in the one case from 2015 to 03/2016. Is it possible? How?

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Community Member on at

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You can use this query:

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Community Member on at

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Thank you, for your answer. I will try that.

I tried your suggestion. I needed a 'description' and title of the notes. I added them and kept all query same. I received no record found. I am not sure how to attached screen shot on my reply. But I replied from email and attached it there.

Thank you,

Harish

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a33ik 84,331 Most Valuable Professional on at

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Hello,

What have you tried?

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Hi camden,

I think it's better to add a new reply post instead of editing an existing one, so that users participating in the question can get a notification of your new post.

To add a screenshot to your reply, you should click on "Use Rich Formatting" option below the text area for the reply then click on the image icon in the tool bar.

Thanks

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Hello Camden:

You can create a Report based on Case and Notes.

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SB,

I ran Query and it gave me no result. It displayed "No Note records are available in this view."

Do I need more Role access in the CRM? I am still learning this.

Thanks,

Harish

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Damon,

I created report also but this report only show notes I put in cases. I was able to see the Notes I put in but not the other user put in on the case.I am using SANDBOX for CRM.

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SB& damon

I created query & report. Both now show the Notes entered by user(me). I like to get notes from all users entered in case. I am not sure, if this is because of security role or not.

Thanks,

harish

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Community Member on at

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When you created the Report did you add a User for the criteria?

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Community Member on at

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Damon,

Yes I added user='contain data'. I am getting some result but notes are from my cases. I donot see notes from any other users.

Thanks,

Harish

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