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I want to add notes filter in Activity type dropdown in dynamics365 sales.
Is it possible to add notes activity type ?
if yes then how to achieve this ?
Regards
Hi rsingh62,
As the two engineers answered earlier, the notes table is not an activity table, so it cannot appear in the active type dropdown.
Note(annotation):
Email:
If you want to see the view of notes, you can add it to the sitemap:
Hi rsingh62,
It is not possible as notes are not activities.
The following diagram shows entity relationships for activities.
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