Microsoft Dynamics CRM (Archived)

Add entity notes to another entity's form - crm2011

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Posted on by Kevin Shen

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Hi everyone

I have to custom entity A and B.

Now I want to add A's notes section into B's form, and I need to be able to edit A's notes in B's form.

I use iframe to get A's entity id and object id, and put the link in the iframe to show.

The note section shows correctly in B's form, and edit existing note record is fine as well.

However, if I try to add a new note, and error happened. I checked details, found that the entity id is not A's entity id in the iframe, but B's entity id. So it throw an error said "the record with id "XXXXXX" in entity A cannot be found. Is there any ideas?

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Andre Margono 2,602 on at

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RE: Add entity notes to another entity's form - crm2011

Hi Kevin, I don't think this is a supported customisation. There are a bunch of OOTB script that currently used by that notes control to manipulate DOM and trigger events on certain behaviour. The script is trying to find the 'Notes' object, thus it picked up the Notes control on the Entity B.

The only alternative to achieve your requirement is to create your own web resource control that programmatically create/update the notes.

Or put a lookup reference to Entity A to open that record and edit the Notes directly from there.

Edit: was writing this answer and Scott already answered and mentioned another alternatives
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ScottDurow 50,177 on at

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RE: Add entity notes to another entity's form - crm2011

Hi, this isn't a supported scenario and generally there are always problems when embedding UI elements in iframes. Could you not still allow notes on entity B put pull together an aggregate view on entity A or even use a workflow/plugin to mirror/copy notes from B up to A. Without knowing the specific scenario, it is hard to suggest any other solution.

Hope this helps,

Scott