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Microsoft Dynamics CRM (Archived)

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

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Posted on by Community Member

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.

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Adrian Begovich 1,027 Moderator on at

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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.

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Arun Vinoth 11,615 Moderator on at

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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.

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