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Notes Do Not Appear Within All Activities List

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Posted on by CCiancimino

Our users wish to report on the /Notes/ that they enter under all record types, however the /Note/ record type does not appear in any Excel exportable list that I have found.

Does anyone have recommendations as to how to expose the /Note/ record type for export?

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Leah Ju Microsoft Employee on at

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Notes Do Not Appear Within All Activities List

Hi Partner,

The Note(annotation) table type is standard, not activity.

https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/annotation-note-entity?view=op-9-1

You need search 'Notes' to find records, then you can export them:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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