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Is there any way to show the number of Notes (Count) in the conversation Tab

  • 1.  Is there any way to show the number of Notes (Count) in the conversation Tab

    Posted 12 days ago
    Is there any way to show the number of Notes (Count) in the conversation Tab ?

    i remember seeing similar to this in CRM 2011, but ofcouse there was no conversation tab then. It was just Notes tab and i guess there was a possibility to show the count of notes.

    with Dynamics 365, how do we show the same?

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    Kamaldeep

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  • 2.  RE: Is there any way to show the number of Notes (Count) in the conversation Tab

    TOP CONTRIBUTOR
    Posted 10 days ago
    I did a little research and could not find any setting to display the number of notes in CRM.  Trying to find something on a Search didn't come up with anything because it is hard to define the requirement in a unique way.

    If I was to do it I would add a number field to the Form and then on load of the form search the Annotation table for a count of Notes that have that Record's ID and populate it in the newly created Field on the Form.

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    Gerry Yurko
    CRM Developer
    Lightower Fiber Networks
    Boxborough MA
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  • 3.  RE: Is there any way to show the number of Notes (Count) in the conversation Tab

    TOP CONTRIBUTOR
    Posted 10 days ago
    ​Have you looked at using Microsoft Flow to do the rollup count? Or even a classic workflow to update a field value whenever a new note is created?

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    Jerry Weinstock
    Business Technology Strategist, MVP
    CRM Innovation
    Lenexa KS
    https://mvp.microsoft.com/en-us/PublicProfile/4029113?fullName=Jerry%20%20Weinstock
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