Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Sales forum / Best practice/out-of-t...
Sales forum
Suggested answer

Best practice/out-of-the-box approach to track appointment/meeting notes.

Posted on by 287

Tracking appointment/meeting notes related to an appointment is essential in a transparent organization. What is the best practice approach and out-of-the-box approach to do that? I have come across the following, but they all seem hacky or not functional enough:

- Adding a note (annotation) to a contact: works if the appointment is related only to one contact, but if there are multiple contacts involved you have to duplicate the note.

- Adding a note (annotation) to an account: works if the appointment is related only to one account, but if there are multiple account involved you have to duplicate the note.

Notes generally are not directly related to an appointment, so you would have to copy the appointment subject into the note subject field in order to related the note to a specific appointment.

- Adding a custom text field to the appointment: possible, but as soon the appointment is closed the field cannot be edited any more.

- Adding a timeline with notes to the appointment entity: this works even if the appointment is closed, but you cannot roll-up the notes from the appointment to account

So, how do you track meeting notes / appointment notes / minutes?

  • KVa Profile Picture
    KVa 287 on at
    RE: Best practice/out-of-the-box approach to track appointment/meeting notes.

    Thank you! Basically the same as adding a new field to the appointment entity, which already has a Set Regarding field.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 5,801 Moderator on at
    RE: Best practice/out-of-the-box approach to track appointment/meeting notes.

    Use a new entity with account and contact as lookup in it.... So that you can track it from account/contact.

    Thank you.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 9th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,246 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,041 Super User 2024 Season 2

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans