@Elaine Bardzil - I would be very interested in what you did to convert your notes to an activity! That is an interesting approach!
thank you so much! Laura
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Laura Mortick
Marketing Information Systems Manager
Terracon
Olathe KS
Kansas City CRMUG Chapter Leader
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Original Message:
Sent: Apr 12, 2021 11:16 AM
From: Elaine Bardzil
Subject: Custom dashboard
Hi Kim~
Unfortunately, a view of Notes cannot be pulled into a Dashboard at last check. According to the Dynamics Community on Microsoft's site: "The way to achieve this is to create a report or a web resource that uses JavaScript and then show it within an iframe or a dashboard."
Our workaround: We created a custom entity called Updates that converts Notes to the new activity type instantly when created in CRM. That activity shows in the Timeline, and in views of all types of Activities. I'm happy to share how we did that, if you are interested.
Sorry to be the bearer of bad news.
Elaine
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Elaine Bardzil
CRM Administrator
Servicelink
Original Message:
Sent: Apr 12, 2021 10:21 AM
From: Kim Crawford
Subject: Custom dashboard
I have created an advance find view for Notes, but I can't seem to figure out how to add it to my custom dashboard. I am unable to find the Notes view under any of the component list/charts, etc. Any advice would be greatly appreciated
Saved view
#Technical #FieldService #PowerApps
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K Crawford
National Power
Raleigh, NC
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