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Notes customization

  • 1.  Notes customization

    D365UG/CRMUG ALL STAR
    Posted May 27, 2020 04:17 PM
    Hey everyone!
    We sync some data between our ERP and CRM systems (including notes).  In doing so, our "notes" sync from CRM to ERP and then sometimes, it syncs back (and we do need to address this). In doing this, it overlays the name of the creator/modifier with a system user name. I would like to display the name of the person who created the note, rather than the person who modified it. I checked the notes customization but do not find this info - any ideas?


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    Laura Mortick
    Marketing Information Systems Manager
    Terracon
    Olathe KS
    Kansas City CRMUG Chapter Leader
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Notes customization

    MICROSOFT MVP
    Posted Jun 02, 2020 11:36 AM
    @Laura Mortick - I would suggest using the Card layout for the Timeline items instead of the default layout. You can specify for each of the Timeline items which layout to use. The below Microsoft documentation outlines where you can change this. However, I would review the Card Form for the specific entity prior to making the change as it may not display what you looking for until you make updates.

    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/set-up-timeline-control#customize-activity ​

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    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Notes customization

    SILVER CONTRIBUTOR
    Posted Jun 03, 2020 05:05 AM
    @Aaron Back - I've been looking into this recently, sadly you can't create a Card form for notes, and there's no option for notes i the Activities tab properties(UCI).


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    Lars Petersen
    CRM Manager - Jyske Finans
    Jyske Bank Group
    Silkeborg
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    Academy - Online Interactive Learning from Experts


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