Notes not attaching

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Posted on by Microsoft Dynamics ...

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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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Alex Fun Wei Jie 33,626 on at

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RE: Notes not attaching

Hi,

you can refer below code on how to delete notes.

Keyword: DeleteRequiredRecords

docs.microsoft.com/.../sample-upload-retrieve-download-attachment
Microsoft Dynamics ... 297 on at

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RE: Notes not attaching

Well done! It worked successfully. Can you tell me how to delete notes?
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Dmytro Rutkovskyi 1,835 on at

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RE: Notes not attaching

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