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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes on Phone Call
Microsoft Dynamics CRM (Archived)

Notes on Phone Call

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Posted on by Community Member

Hi,

I have a requirement to add notes to the main Phone Call form in CRM. I added a notes field to this form but when I tried to add a note I realized it is not editable. It also shows Posts and I cannot add a post either. This client had migrated from CRM 4.0 to CRM 2013. I created a new form & tried to add notes but the result was same. I have the system administrator role. Am I missing something here? Please help.

Thank you

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  • Suggested answer
    DH kumar CRM Profile Picture
    DH kumar CRM 1,345 on at

    Hi,

    Pls check this post for troubleshooting when you have migrated and it's not working community.dynamics.com/.../crm-2013-posts-activities-amp-notes-control.aspx  

  • Community Member Profile Picture
    Community Member on at

    Thanks for the response Kumar. I can see the notes and activity feeds on the phone call form but it's not editable. I checked if Activity feed is enabled for the phone call entity in post configurations and it is enabled.  

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