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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Retrive latest notes d...
Microsoft Dynamics CRM (Archived)

Retrive latest notes description from case entity

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Posted on by thuya 150

In case entity we r addng number of notes in i.e description field . After case resolved . I want to display lastest note description In case form case remark field(custom field multiline of text) . Suggest me a best aproch .

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  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi,

    You can create real time workflow or plugin on creation of notes ,update the case fields .

  • thuya Profile Picture
    thuya 150 on at

    How can i get the latest notes description using workflow ?

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    You don't need to retrieve the latest one , what I am saying create workflow of note entity create event and perform update operation of associated  case entity description field.

    Take a look similar done here , you need to choose regarding (case) and in the update properties window set note text to the description field.

    [View:https://crmtipoftheday.com/1025/updating-note-with-workflow/]

    By doing this each time when any note will create for a Case will update same text in the description or multiline text field.

  • thuya Profile Picture
    thuya 150 on at

    Thnq u so much Goutam . Its workng !!

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