Not able to add note to lead form D365 v9

(0) Share

Report

Posted on by Parashuram

381

Hi friends,

I want add note to a new form which I am going to use in partner portal. As note can be added to only one form so I deleted it from main form and I am trying to add it in new web form but I am not able to see note icon in form editor. Please anybody knows what I have missed out to achieve it let me know.

Regards,

Parashuram Jadhav

*This post is locked for comments

I have the same question (0)

All responses (5)

Answers (0)

Sort by

Suggested answer

Shahbaaz Ansari 6,211 on at

Like (0)

Report
Copy link

Link copied!

Please check below link,

docs.microsoft.com/.../configure-notes

Was this reply helpful? Yes No
Suggested answer

gdas 50,091 Moderator on at

Like (0)

Report
Copy link

Link copied!

Hi Parashrram,

Not sure what exactly is happening, I hope you can find your answer here in below reference -

community.dynamics.com/.../adding-notes-section-on-entity-forms-in-dynamics-crm

Was this reply helpful? Yes No
CgRuMy 397 on at

Like (1)

Report
Copy link

Link copied!

Hi Parashuram

Notes in V9 have been renamed to 'Timeline' on the Form Insert View

Please look for 'Timeline' under the Iframe Icon where the yellow 'Notes' icon used to be

If timeline is not present, make sure the notes is ticked under the Entity Definition

Was this reply helpful? Yes No
Suggested answer

Pawar Pravin 5,237 on at

Like (0)

Report
Copy link

Link copied!

Hi ,

As mentioned above 'Timeline' is new word for D365. It works for me.

Was this reply helpful? Yes No
Suggested answer

Summer Garg 585 on at

Like (0)

Report
Copy link

Link copied!

Hi Parashuram Jadhav ,

Configure Notes like want to Upload, Download, Edit, Delete the document from Portal :

crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html

It might be helpful !!!!

Was this reply helpful? Yes No