How to insert Posts|Activities|Notes section on a form?

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Posted on by CRM Learner 88

I am working on CRM version 9 trying to update a form and I don't see how I can insert the panel that has Posts|Activities|Notes. How do I insert this?

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Nya 29,060 on at

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RE: How to insert Posts|Activities|Notes section on a form?

Hi,

Please refer to the following documentation which contains detailed steps to configure the Posts, Activities, and Notes in on-premises version.

Enable posts for a custom entity in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs
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meelamri 13,216 User Group Leader on at

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RE: How to insert Posts|Activities|Notes section on a form?

Hi,

Notes should be enabled on the entity. Please refer to this blog: https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/adding-notes-section-on-entity-forms-in-dynamics-crm