Hi,
- I accidentally delete the notes from the custom entity form. how can I re add the notes again as I cannot see Notes icon as well.
- Can I add Notes to task entity as well?
thanks in advance
Prashant Verma
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Hi,
thanks in advance
Prashant Verma
*This post is locked for comments
Hello Prashant,
I wanted to confirm if we are talking about the notes records? or the Notes itself ?
If you are using CRM online and if you have deleted the records for the Notes then we might not be able to retrieve the records.
however if you are using CRM online , you can check with Microsoft Support if they have the Database backup available before the deletion of the records occurred.
Also the Notes are added to the task entity by default.
You can Navigate to Settings-->Customization's-->Entities-->Task and under the Entity definition we would see that
checkbox for the notes . we can choose to select the same. save-->Publish Customizations.
Please feel free to reach out you have any further issues or questions.
Please mark my answer as verified if you find it helpful.
Thank you.
Regards
Bhartendu Pandey
Hi Prashant,
if you need to re-add the notes "control", this whole process is described here:
community.dynamics.com/.../adding-notes-section-on-entity-forms-in-dynamics-crm
Hello,
its not possible to re-add notes if you delete it.
Yes this is possible. Go in the Entiy Tasks and activate the "Note" Checkbox
Kind Regards,
Léon
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