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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / "Notes" field ...
Microsoft Dynamics CRM (Archived)

"Notes" field in the Contact window.

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Posted on by SoniaA 100

Hi:

We use the "notes" field in the contact view to track certain information.  I'm wondering how I can pull this information into a Crystal Report?

I can access all of the views and tables but cannot seem to find where this field (data) is stored.

Thanks
Sonia 

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  • yingnan zhang Profile Picture
    yingnan zhang 160 on at
    Re: "Notes" field in the Contact window.

    use table "AnnotationBase"

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: Re: "Notes" field in the Contact window.
    Better yet, FilteredAnnotations Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • SoniaA Profile Picture
    SoniaA 100 on at
    Re: Re: Re: "Notes" field in the Contact window.

    Unfortunately I cannot see any data in the FilteredAnnotations view.

     I cannot see a field in the Contact table that would reference a Contact Note somewhere in the tables?

    Would you have any other suggestions?

  • Leon Tribe Profile Picture
    Leon Tribe 7,034 on at
    Re: Re: Re: Re: "Notes" field in the Contact window.
    FilteredAnnotations is where all Notes as seen in the Notes tab are stored. If you are using a notes field on the contact form, this will be an attribute and therefore on the Filteredcontacts view. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Dodd Profile Picture
    Dodd 385 on at
    Re: Re: Re: Re: "Notes" field in the Contact window.

    Notes contain a GUID field called ObjectId. This is the GUID to which the Note is associated with other CRM Records. This is the GUID for any single CRM Record. If you want to show notes for any Contact, you'd JOIN on the ContactId, since all ObjectIds related to the Contact entity would share the same value as the ContactId:

    SELECT c.FullName, n.NoteText, n.AnnotationId Note_Id, ObjectId As Note_ContactId

    FROM FilteredContact c

    INNER JOIN FilteredAnnotation n ON c.ContactId = n.ObjectId

    Order By FullName Asc;

    This should get you started...

    FYI: There is also a field ObjectTypeCode, which corresponds to the ObjectTypeCode of each CRM Entity (Accounts have an OTC of 1, Contacts have an OTC of 2, etc.). This is good to know, but not important for your report

  • Dodd Profile Picture
    Dodd 385 on at
    Re: "Notes" field in the Contact window.

    What version of CRM are you on?

  • SoniaA Profile Picture
    SoniaA 100 on at
    Re: Re: "Notes" field in the Contact window.


    Thank you all very much - I managed to finally get the report I need.

    We are currently on version 3.0 but will be upgrading to 4.0 in the next month or so. 

    Thanks again.
    Sonia

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