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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Notes in Busi...
Small and medium business | Business Central, N...
Answered

Customer Notes in Business Central - Table Name, Table ID?

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Posted on by Pixellume 55

I'm trying to import some data into the customer notes in Business Central for many customers.

The notes are in the fact box.

Basically I need to create a configuration package, export the Customer Notes table into an excel.

Fill in the data, and import it back.

Unfortunately, I cannot find the table name or table ID for Customer Notes.  I was able to find the comment table, but this is not what I want.

What is table name and table ID for customer notes?Customer-Notes2.jpg

I have the same question (0)
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    You cannot use configuration package for that. You need a developer or extension to import Note. In below blog Kulla provided the answer as "The answer is the notes are saved in binary format in a blob field (Note) in the Record Link table (2000000068) and the way it maps to the record is using Record ID."

    Please see below links for more info. 

    http://www.navisionworld.com/2015/11/how-to-readwrite-notes-in-navision.html

    thinkaboutit.be/.../

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 102,361 Super User 2026 Season 1 on at

    Hi, You can use Page Inspection to find the table ID.

    You start page inspection from the Help & Support page. Choose the question mark in the top right corner, choose Help & Support, and then choose Inspect pages and data. Or, you can just use the keyboard shortcut Ctrl+Alt+F1.

    https://docs.microsoft.com/en-us/dynamics365/business-central/across-inspect-page

    pastedimage1643851788551v1.png

    Hope this will help.

    Thanks.

    ZHU

  • Awiseman Profile Picture
    Awiseman 5 on at

    I think the issue I am having is related to this issue. I added an extension (iDynamics Internal Notes) to allow Notifications and Alerts to be added to Customer and Vendor/Item Cards, however some users cannot access the customers that had notes added to test this feature. The get an error message referencing Table Date. 

    The only difference I have been able to spot between those that can view and those that can't is Super Users can, no one else can. I obviously dont want to just give everyone Super User permissions-do you know what permission specifically I would need to change for the other users to allow them to access customers that have notes?

    [quote user="Pixellume"]Unfortunately, I cannot find the table name or table ID for Customer Notes.  I was able to find the comment table, but this is not what I want.[/quote]
  • Suggested answer
    MahGah Profile Picture
    MahGah 15,613 on at

    Hi

    Can you assign below permission set and test

    Permission Sets

    Once installed, iDynamics Internal Notes adds two permission sets to Microsoft Dynamics 365 Business Central, which allow you to define the options available to each user.

    User

    Users with this permission set (IDPINO USER) can check internal notes linked to customers and vendors, and view (notifications and alerts) of Internal Notes and Comments.

    The only restriction of the permission set is that you cannot create, edit or delete internal notes linked to customers and vendors.

    Administrator

    This role (IDPINO ADMIN) has full access to all iDynamics Internal Notes functionalities.

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