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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do I pull notes in...
Microsoft Dynamics CRM (Archived)

How do I pull notes into a view?

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Posted on by kinwood 335

I am trying to create a custom view in CRM 2011 where I can have a column with notes.

However I am unable to find notes as an option and when i go to notes to look at the formatting it is locked

Am I missing some thing?

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I have the same question (0)
  • Myat Chen Profile Picture
    Myat Chen 25 on at

    Hi Kinwood, were you able to find out how to do that? Thanks

  • Myat Chen Profile Picture
    Myat Chen 25 on at

    It's seem to me that CRM doesn't allow creation of custom view with 1:N column attribute included in xmllayout grid.

  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Kinwood,

    You are not missing anything. You cannot create a custom view using the Advanced Find feature to add Notes or any other many to one attribute. For example, in the account view you could not create a custom view that would display all the contacts associated with a Account.

    The way to achieve this is to create a report and then show the report within an iframe or a dashboard.

    Jerry, Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

  • kinwood Profile Picture
    kinwood 335 on at

    thank Jerry I will give the report a try... but wont I run into the same issue where notes is not an option to add to the report view?

  • kinwood Profile Picture
    kinwood 335 on at

    This worked Thanks

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