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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Notes not attaching
Microsoft Dynamics CRM (Archived)

Notes not attaching

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Posted on by Microsoft Dynamics ... 297

Hello Everyone!

I have added notes in metadata of entity form so when i attach file by dynamics portal and save it , so file does not save in dynamics CRM. Can anyone tell me how to resolve this issue?

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  • Verified answer
    Dmytro Rutkovskyi Profile Picture
    Dmytro Rutkovskyi 1,835 on at

    Just adding notes in metadata is not enough.

    There are form customizations, entity customizations, entity permissions, etc.

    Official documentation: docs.microsoft.com/.../configure-notes

    Probably a wider (a better) one - crmhub.blogspot.com/.../upload-document-working-with-notes-upload-download-Edit-Delete-document-from-D365-portal.html

  • Microsoft Dynamics 365 Consultancy Profile Picture
    Microsoft Dynamics ... 297 on at

    Well done! It worked successfully. Can you tell me how to delete notes?

  • Verified answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,628 on at

    Hi,

    you can refer below code on how to delete notes.

    Keyword: DeleteRequiredRecords

    docs.microsoft.com/.../sample-upload-retrieve-download-attachment

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