web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Automatically copy Not...
Microsoft Dynamics CRM (Archived)

Automatically copy Notes/Posts/Activities from Opportunity to linked contact and account

(0) ShareShare
ReportReport
Posted on by Mick_4711 552

HI together,

I've got to solve a problem and it would be awesome if someone maybe would have a solution for this or a link to a solution.

The task is:
If a Note/Posts/Activities in an Opportunity is updated/written, it should be displayed/synchronized in the linked Contact and Account as well.
Is this possible? And how could I reach this?

And there just came a offtopic question:
is it possible to write a link in the Notes like it is possible in Posts?
(e.g.: if you write an "@" and take an existing contact/account in the posts, it is linked to the linked record)

Many many thanks in advance and best regards

Mick 

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Mick,

    Notes, Posts & Activities are 3 completely different type of entities in CRM.

    Activities: You don't need to worry about these. These by default rollup to the parent Account/ Contact record.

    Notes: This doesn't roll up automatically. However you can create a real time workflow which triggers on create of notes and hcek if it is for opportunity, if it is then create 2 new note record with the same title & description and set the regarding as Opportunity account & Opportunity Contact. Do not you won't be able to move the attachment if exists.

    Posts: I haven't tried this but thinks that concept would be same as Notes.

    Hope this helps.

  • Suggested answer
    Mahendar Pal Profile Picture
    Mahendar Pal 45,095 on at

    Hi,

    You need to handle them using workflow or plugin code as suggested.  No notes is a simple text area using @ with contact/account won't link them to related records.

  • Mick_4711 Profile Picture
    Mick_4711 552 on at

    Hi guys,

    thanks for your thoughts and ideas.

    Notes: I'm gonna try to reach this over a workflow. I recovered a solution of J. Lattimer (CRM-Note-Workflow-Utilities) (github.com/.../CRM-Note-Workflow-Utilities)

    But first I try it myself the way you described.

    Posts: I don't really know, if Posts are handable as Posts. They seem to be different. But I try it after copying notes is successful.

    Activities: Sure. I forgot.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans