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Notes Control Dynamics 365

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#case

#control

#form

#notes

#timeline

Dynamics 365 Customer Service

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May 29, 2023

Published date

Text

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AI Summary

  • The article discusses the introduction of a new notes control feature for the Case table in Dynamics 365.
  • Users can now associate or create notes without needing to create the case record first.
  • Instructions are provided on how to add the notes control to the Case form, including specifying the necessary table column.
  • After saving and publishing the changes, the notes added to the timelines are visible.
  • The control displays "No Data Available" after creation, and there is a script to hide the notes section in the Enhanced Case Form.
  • The article also mentions the availability of other controls, such as the Due Open Activities Control and Attachment Control, with links to related articles.

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