How to import notes into Projects

(0) Share

Report

Posted on by Community Member

I am in a quandry. To import notes into other entities, I use the Note entity and the Object Type field to determine the entity type. I need to import notes into the Project entity, but Project is not in the Object Type option list. Does anyone know the solution to my dilemma?

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hello,

Can you please provide screenshots what exactly doesn't work for you?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

The challenge: there is no option for Project to use for the import of notes.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

Screenshot is below. The obvious solution is to add Project to the option list, but just because I add it does not mean the app will support it. What is your thought?

Was this reply helpful? Yes No
Verified answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report
Copy link

Link copied!

Hello,

There is no need to add anything inside. Check following articles that describe how to import notes (and event attached files if you have it) using standard Data Import - mscrmshop.blogspot.com/.../importing-notes-attachments-in-crm2011.html

www.inogic.com/.../import-attachments-using-oob-import-wizard-in-dynamics-crm-2011

Was this reply helpful? Yes No