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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dialog & Notes Sec...
Microsoft Dynamics CRM (Archived)

Dialog & Notes Section of Forms

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Posted on by Community Member

Can you update Notes from a Dialog? I am running a dialog against service activity's and would like to put some of the results in the Notes section is this going to be possible or do I need to create a new Text Box on the form?

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    jlattimer Profile Picture
    jlattimer 24,562 on at

    Normally I think you should be able to capture text with a prompt and response and then do a create record step and use the captured data. 

    I just tried this in a test CRM Online instance and I believe there might be an bug preventing this currently. When using the create record step and choosing Note - the entity and field drop down lists are missing from the left hand side. When I close the form, an error dialog gets popper up.

    I tried the same in a test On Premise install and this functionality works as expected. 

  • Community Member Profile Picture
    Community Member on at

    This is great I have been looking for that for a while now. Thank you so much.

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