Notes not showing on Edit Case Entity Form of Customer Service Portal

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Posted on by Preeti Sharma

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Hello Expert,

I am facing issue while Editing Case from Portal. On the entity form of edit case I can't see Add Notes section. Even I am unable to see any note added from CRM. Only thing I can see is Portal Comments there.

Any idea what can be wrong there?

PS I have checked entity permissions, entity metadata and web roles as well.

Thanks

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Charles Abi Khirs 3,569 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Hello,

Try this detailed post that guide you how to do it: blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

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Sreevalli 3,256 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Hi Preeti,

We need to do some additional configurations to see the note section in portals, follow the Microsoft docs - docs.microsoft.com/.../configure-notes

additionally, Only notes with the prefix *WEB* will be published to the portal from. so, just add the *WEB* in front of the body of the note text as your are creating the Note in the CRM

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Preeti Sharma 2,678 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Hi,

I had tried this but no success.

Thanks

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Sreevalli 3,256 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

must be something you are missing for sure, check the entity permissions on notes to the web-role you logged in with.

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Preeti Sharma 2,678 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Hi, Thanks for replies. I found the solution in other thread by Sreevalli as "we can't show both portal comments and notes on same form".

So we can either have portal comments or notes on the form.

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Preeti Sharma 2,678 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Is there any way we can show both portal comments and notes on same form?

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Sreevalli 3,256 on at

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RE: Notes not showing on Edit Case Entity Form of Customer Service Portal

Hi Preeti,

Create another edit page with note section and populate that form on show notes(Custom) button click,

sample code for button - www.itaintboring.com/.../dynamics-portals-adding-a-custom-button-to-the-entity-forms

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