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Customer experience | Sales, Customer Insights,...

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Link Notes with activities

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Posted on by AC-29040627-0

42

Hi mates,

I need to create notes refered to activities, I have checked the box of notes in all the activities entities that I use (phonecall, appointment, task...) but it doesnt appears to insert notes in the form. I have a tab in activities form but it shows me an error.

I want to link notes with activities because our team wants to leave comments/annotations with text and files in activities and it being showed in timeltine. And you can click on it an open it. Maybe it is another better option, I dont know.

Thanks in advance.

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Verified answer

Leah Ju Microsoft Employee on at

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Hi Partner,

1.This option should be checked.

2.Add timeline control to the form.

--Open one main form and insert this control

--Save and publish.

Result:

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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