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Microsoft Dynamics CRM (Archived)

Adding a "Notes View" to a dashboard - CRM 2011

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I created a personal Notes view, which lists notes assigned to various entities.  I can get to it from Advanced find and it works fine.  However, notes is not an entity that can be added to a dashboard as far as I can tell.  Is there something I'm missing?

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    jlattimer Profile Picture
    24,564 on at

    You aren't missing anything - there is just a limitation with the system preventing it. In order to display Note data you could potentially use a custom SSRS report or a web resource that uses JavaScript or Silverlight to retrieve and display the data.

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