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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to export timeline...
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

How to export timeline work order notes/data from records

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Posted on by johnston 10

How to export timeline notes/data from records?

I know that for cases timeline notes we use annotations but I need the work orders timeline notes

  • johnston Profile Picture
    johnston 10 on at
    RE: How to export timeline work order notes/data from records

    Thank you very much. That helps me.

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: How to export timeline work order notes/data from records

    Hi johnston,

    Have any updates?

    Could you click 'Yes' under title to close the thread if my answer is helpful?

    Thanks in advance!:)

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: How to export timeline work order notes/data from records

    Hi johnston,

    The work orders timeline notes also are annotations.

    The Note(annotation) is one OOB entity, it can be related to all other entities that have enabled Notes feature through 'Regarding' field.

    pastedimage1673579988728v1.png

    pastedimage1673580070395v2.png

    If you want to export notes for work orders, you can use 'Advanced Find' to export these work orders notes.

    pastedimage1673580125301v4.png

    After clicking Result button, it will show all notes related to all work order, then you can export to excel

    pastedimage1673580995779v6.png

    If you want to only export notes related to one specific work order, you can filter it with more conditions.

    pastedimage1673581042292v7.png

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