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Note created through workflow is not visible on Lead's Timeline

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Posted on by Talal Tariq

Hi there,

I had a business requirement that whenever a new lead is created in D365, the lead's email address should be checked against contact's email address and if there's any duplication then a note is created on Lead's timeline stating that the lead's email address is in duplication with contact's email address.

I have tried to create a workflow for this particular requirement but the note is not visible on timeline even though the workflow's system job shows no error.

Please assist in this regard, thanks.

Below are the screenshots of the workflow that I have configured:

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Dengliang Li Microsoft Employee on at

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Hi,

I encountered the same issue as you.

In the process session, show that the note record was created successfully.

However, in the Note record, the value of the Regarding field is the workflow and not the Lead record.

Even converting to the real-time workflow didn't work.

You can try to implement the requirements using Power Automate Flow.

Solved: Email duplicate check whenever Lead is created. (dynamics.com)

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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HeidiN 4 on at

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Are you getting this workflow to successfully run? Is the note created, but just not showing on the Timeline? What is it set regarding right now when it successfully runs?

I also noticed your scope is set to User - you may want to update that.

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Talal Tariq 24 on at

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Hi HeidiN,

I have tested this current workflow multiple times and actually the note is created but just not showing on the timeline and I don't know what seems to be the error here. Secondly, I have also updated my workflow scope from User to Organization but the result is same. If you can please let me know what seems to be the error here, that would be helpful.

Thanks!

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Fubar 2,761 on at

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If the Note is created with the Regarding field populated (and with the correct Lead record), then:

Have you manually refreshed the Timeline data (usually hidden under the elipsis)

Has the Notes(annotation) table been included in your App

Is the Timeline control configured/enabled for Notes (try to manually create a Note on the Timeline, if the option isn't there to add a Note then the control may not be enabled for Notes)

Does the user viewing the Lead's timeline have security privileges to be able to Read notes

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Talal Tariq 24 on at

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Hi Fubar,

I have already checked all the points that you have mentioned but unfortunately notes are not being displayed on the timeline currently.

I believe that there's something which might breaking the system or the workflow not being configured correctly.

Thanks.

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