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Microsoft Dynamics CRM (Archived)

How to Re-Add notes

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Posted on by 287

Hi,

  1. 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.
  2. Can I add Notes to task entity as well?

thanks in advance

Prashant Verma

*This post is locked for comments

  • Suggested answer
    RE: How to Re-Add notes

    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

  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: How to Re-Add notes

    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

  • Suggested answer
    BlackBeard Profile Picture
    BlackBeard 445 on at
    RE: How to Re-Add notes

    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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