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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Applying notes on mult...
Microsoft Dynamics CRM (Archived)

Applying notes on multiple records

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Posted on by Michelle Cox 30

Does anyone know of a way to add a note to multiple contact records at one time?  We currently use the Pareto System on the CRM platform and while pareto is working on this question, I thought I'd pick the brains of fellow users to see if you had insight that they do not.

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  • Suggested answer
    Karth Profile Picture
    Karth on at

    There's no way you can add a note to multiple contacts at once using OOB functionality in CRM. You will have to develop a custom form using ASP.NET and use SDK to append notes to the selected contacts. Although, to the user it appears as though a single note is created in CRM, but this actually creates one note per customer. You cannot directly link a single note to multiple records (no 1:M between Notes and records).

  • ozkary Profile Picture
    ozkary on at

    This is some information about how to add notes automatically using the REST web service.

    www.ozkary.com/.../dynamics-crm-adding-notes-with.html

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