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I am trying to get notes (from the timeline) to show up in a view, is that possible, and how?
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.
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
Attachment manager
Regards,
Leah Ju
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
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.
Erhan
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