Mass updating notes without overwriting previous notes

(0) Share

Report

Posted on by Whit

Hi I am trying to enter a note on multiple accounts at one time. The problem I keep encountering is that it will delete all previous notes that I have stored if I update multiple at once. Is there anyway to add a note while also keeping previous notes?

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

RE: Mass updating notes without overwriting previous notes

Hi,

You can first export the previous note data to excel, then add the information to be updated, and re-import it together with the previous notes.

For how to use excel to import notes, you can refer to the following document:

Update Data in Dynamics 365 Using Excel - Dyn365Pros

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Frank Gong

Was this reply helpful? Yes No