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How to create a view that shows "Notes" from the timeline?

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Posted on by USA80

I am trying to get notes (from the timeline) to show up in a view, is that possible, and how?

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AriaConsulting 4 on at

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The problem, as I'm sure you've figured out already, is that the Activity (activitypointer) table/entity that actually has that data is not related directly to the other common tables/entities such as account and contact. The notes are associated through the "timeline" object. As far as I know there is no way to add that to the views for the other entities except through a custom plugin.

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Community Member on at

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Hi USA80,

The note entity has built N:1 relationship with other entities that has enabled 'Notes(include attachment) ' option.

However, Note(annotation) entity is not able to show as sub-grid like other related entities, which is by design.

So you can refer following thread to achieve it, which add a web resource to retrieve related notes and show it in the form.

( ) Show Notes attachments subgrid in mscrm UCI view - Dynamics 365 General Forum Community Forum

Title

Attachment manager

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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erhan.keskin 2,253 on at

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Hi,

It is not possible to create a view directly for notes. In order to achieve what you would like to do, you can create a report to show notes, put the report in an iFrame or a dashboard.

Regards,

Erhan

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Adam Rollins 2 on at

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you can add the notes into the advanced find then export the results to your filters - ensure you have the title and description columns added to your results table.

This is the results

then you can export to excel.

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11manish 105 on at

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In Microsoft Dynamics 365 / Microsoft Dataverse, the Notes shown in the Timeline are actually stored in the Annotation table (Notes table).
Because of this, you cannot directly create a view from the Timeline, but you can create a view from the Notes (Annotation) table filtered for a specific record type.

Below are the common approaches.

Create a View from the Notes (Annotation) Table

Steps

Go to Power Apps Maker Portal https://make.powerapps.com

Open your Solution.

Locate the Note (Annotation) table.

Go to Views → New View.

Add columns such as:

Note Text (Notetext)

Created On

Created By

Regarding (ObjectId)

File Name

Add a filter:

Regarding (Object Type) = Account

or whichever table your timeline belongs to.

Save and publish.

Now you have a view listing all notes related to that table.

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