Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

How to update the value on notes entity using a custom field?

(0) ShareShare
ReportReport
Posted on by

Hi,

I want to update the data on notes entity using a custom date field.

So, tried with the below options :

1. Tried creating the custom date field on notes entity. But OOB, we cannot create custom fields on notes entity.

2. Tried to create the relationship between the custom entity and notes entity, but CRM doesn't support this as well.

Please let me know the suggestions for updating the data on notes entity using the custom field.

Thank you.

*This post is locked for comments

  • Verified answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: How to update the value on notes entity using a custom field?

    You have limited options if you want to proceed with OOB Notes (annotation), either utilize the existing fields notetext (description) or subject (title) to accommodate your requirement.

    docs.microsoft.com/.../annotation

    Otherwise create a custom Notes entity for your requirement.

  • Suggested answer
    Adrian Begovich Profile Picture
    1,025 Super User 2025 Season 1 on at
    RE: How to update the value on notes entity using a custom field?

    Hi Swetha Chatradamath,

    You cannot create fields or relationships on the notes entity. You will need to add your custom date field to a different entity.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans