Unable to add Notes to Dynamics 365 Trial for Customer Engagement

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Posted on by Arafat

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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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Activities

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RaviKashyap 55,410 Moderator on at

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Hi,

Can you share a screenshot please and also how have you added the notes?
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LeoAlt 16,341 Moderator on at

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Hi partner,

You should complete the following settings.

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

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

3.Save&Publish

Hope it helps.

Best Regards,

Leo
Arafat 155 on at

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Thanks Leo! It answered my question.