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Unable to add Notes to Dynamics 365 Trial for Customer Engagement

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Posted on by 155

Hello

I signed up for the trial and tried to add a custom entity for one of my projects. While adding my custom entity, I forgot to add Notes to it. However, after realizing, I opened that entity again and checked Notes as well to be included in the form, saved, published.

Unfortunately, I am still unable to see any option to Add Notes to my form. 

Is there a known bug or am I missing something? Please let me know.

Cheers

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  • Arafat Profile Picture
    Arafat 155 on at
    RE: Unable to add Notes to Dynamics 365 Trial for Customer Engagement

    Thanks Leo! It answered my question.

  • Verified answer
    LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Unable to add Notes to Dynamics 365 Trial for Customer Engagement

    Hi partner,

    You should complete the following settings.

    1.Enable "Notes" and "Activities" in your entity editor.

    community63.png

    2. Open your form editor and insert a "TimeLine" which includes Notes and many other tools.

    community62.png

    3.Save&Publish

    8424.community61.png

    Hope it helps.

    Best Regards,

    Leo

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Unable to add Notes to Dynamics 365 Trial for Customer Engagement

    Hi,

    Can you share a screenshot please and also how have you added the notes?

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