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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Section for &...
Microsoft Dynamics CRM (Archived)

Create a Section for "Notes2.0" in CRM2016

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Posted on by Community Member Microsoft Employee

Hello there!

I've a consulting if it's posibble to create a section and/or field where we can save "Notes".

Today in the CRM Opportunity Form we have the follow imagen:

Actual.png

But we have 2 type of documents that can be attached in a opportunity:

(1) Information Documents

(2) Primary Documents

The diference is that Primary Documents "will" be needed to continue the process (Example: In Stage1 we need the MANACT) [With primary it don't mean that it's 100% needed, User can move to Stage2 if they set "Manact Inicial" = Yes, but he has the responsability to attach this document later].

One of the User ask me if it's possible to make a thing like it:

notepr.png

So it'll help to their boss (and theyself) to find if they attached or not this documents.

PD: Both are notes and documents, but you can't see both types in the same section (information in primary and primary in informaion).

If it has a posibility, any can say me who? or where I must read to make that? thanks you.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Create a Section for "Notes2.0" in CRM2016

    Hi Maurizo,

    Unfortunate you cannot put the notes control more than one. I would suggest to have a separate entity say "Documents" which can have a Type field "Primary" or "Information". And associate this entity with your main opportunity entity.

    Now when you wants to add there first note, they create a record for this entity selecting "Primary" and then can attach the document. From the same place they can attach the document for information.

    Hope this helps.

  • Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at
    RE: Create a Section for "Notes2.0" in CRM2016

    Hi,

    You won't be able to add notes section, only one is allowed per form, but the possible options could be host notes over iframe or create a custom entity to hold primary documents or leverage SharePoint Document library.

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