We are wanting to be able to message back and forth about contacts, and have a sort of "alert" in place for when one of our Dynamics users needs to check the contact (ideally because there is a pending message for them with regards to that contact).
We thought of using the notes. One user could write a note, and then another use could respond, and so forth and the note history would be saved. The problem is there is no way for us to alert people when a contact has a "note" that needs responding to.
We also want this to be simple and fast. Making tasks requires more clicks than what we'd like. One thing I thought of doing, was creating a contact view with an editable grid. Our users could easily updated a text field within the grid, and then change the look up field to the user they want to see the text. However, in this case the history of the back and forth about the contact isn't saved, so this isn't ideal either.
Are there any outside solutions that bring in the the functionality we're looking for? Or better yet, any out of the box ways to achieve this?
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