Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Changing status of a related record when note is added

(0) ShareShare
ReportReport
Posted on by

I have an Entity (Document). I want to change the value of a filed on this entity when a user adds a Note with an attachment to this entity. How can we achieve this?

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Changing status of a related record when note is added

    If you just want to update the status of the entity then you can achieve this bt creating a real time workflow which triggers on create of note entuty and then updates the tegarding entity.

    Hope this helps

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Changing status of a related record when note is added

    A plugin can be written on create of an attachment (activitymimeattachment) to get details of parent note and parent document entity record (to be updated) can then be obtained from parent note (annotation).

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

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans