Microsoft Dynamics CRM (Archived)

How to display Notes in Entity List in CRM/Portal?I

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I need to create an Entity list. The list will include a Note field. How do I do that.

Can I include the Note Field in the View of the Entity?

Regards,

Cam

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Community Member on at

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RE: How to display Notes in Entity List in CRM/Portal?I

I took a second look at the link again and it helped me display the notes entity in the grid by using entity permission. But it is not complete. I was able to display the record but how can I display the attachment and make it downloadable in the grid?

I am looking at the view and the fields available and I can't find any fields that are useful.

I hope you can help me.
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: How to display Notes in Entity List in CRM/Portal?I

Agreed with Ravi. I think there is typo in Ravi's comment.

You <can't> include notes as a column as it is just like other entities and can have multiple records..

So write a plugin/workflow to copy note text to custom field and use that field in your grid.

Hope you understood..

If found useful. Mark the answer Yes.
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RaviKashyap 55,410 Moderator on at

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RE: How to display Notes in Entity List in CRM/Portal?I

Hi Cams,

You can't include notes as a column as it is just like other entities and can have multiple records. You can build some custom process (workflow/ plugin etc) to move the notes text from note entity to a field on your entity whenever a new note is created and then you can show that field in your entity list.

Hope this helps.
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RE: How to display Notes in Entity List in CRM/Portal?I

Thanks but It doesn't say anything on how to include and display it in an entity list.

I want the Notes to be included in the grid as one of the columns.
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Arpit Shrivastava 7,518 User Group Leader on at

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RE: How to display Notes in Entity List in CRM/Portal?I

Hi Cams,

I did create an Entity List of Note Entity

It's being displayed on Portal:

If you want to use Note's Field on another Entity, It is not possible. Because in CRM, Note Entity is not customizable.

If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in
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Shahbaaz Ansari 6,211 on at

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RE: How to display Notes in Entity List in CRM/Portal?I

Hi cams,

Please check below link, given an example of showing Notes section in Lead entity,

blogs.technet.microsoft.com/.../using-portal-capabilities-in-dynamics-365-crm

If you find any difficulties please let me know.

If you find it helpful, Please mark the answer as verified.

Thanks,

Shahbaaz