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Link and Create a case, contact, and account from a notes record in Timeline Dynamics 365 / Dataverse

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#configuration

#linking

#notes

#records

#timeline

Dynamics 365 Customer Service

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Nov 1, 2023

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AI Summary

  • The article discusses how to link existing notes to case, contact, or account records in Microsoft Dynamics 365.
  • To configure this feature, open the Notes property of the Timeline section in the form.
  • The article explains the process of enabling the Link to Table Command and connecting the desired tables (e.g., Contact, Case, Account).
  • It is possible to specify the Quick Create Form to be used when creating a new contact record and map the title and description fields of the notes.
  • After saving and publishing the changes, users will see the option to Link to record for the notes.
  • Clicking on Advanced opens the lookup dialog, where users can search for an existing record and associate the notes with it.
  • The article highlights that when associating notes with an existing record, they are unlinked from the current record.
  • Users can also create new records of the connected tables (e.g., Account, Case, Contact) directly from the notes by clicking on the plus sign.
  • The Quick Create form will open with the mapped title and description fields of the notes.
  • Once the new record is created, users have the option to unlink the existing note from the current record.
  • The article provides a visual example of a new record with an associated note.
  • The article concludes by providing a link for more details on the topic.

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