web

You’re offline. This is a read only version of the page.

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Notes Do Not Appear Wi...

Customer experience | Sales, Customer Insights,...

Suggested answer

Notes Do Not Appear Within All Activities List

(0) Share

Report

Report

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?

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

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

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

MVP-Daniyal Khaleel 120

#1

Tom_Gioielli 120 Super User 2025 Season 2

#3

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans