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Small and medium business | Business Central, N...
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Integrating Notes with external system (Microsoft Dynamics 365 Sales)

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Posted on by 14

Hi Dynamics community,

Has anyone developed a sync of notes with any type of external systems? We are hoping to sync notes with Dynamics 365 CRM and I hoped I could get some pointers from anyone who has already done it. Were there any challenges with doing it?

  • Suggested answer
    JAngle Profile Picture
    159 on at

    Not sure if there is an event handler for when a note is added but worth researching. In terms of getting the notes out of the system these two posts could be of help to you:

    community.dynamics.com/.../449210

    thinkaboutit.be/.../

  • Suggested answer
    raelhefn Profile Picture
    Microsoft Employee on at

    Hi,

    It is recommended to ask this inquiry in dynamics 365 for sales forums.

    community.dynamics.com/.../

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