Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Notes customization

  • 1.  Notes customization

    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?

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

  • 2.  RE: Notes customization

    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. ​

    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Notes customization

    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).

    Lars Petersen
    CRM Manager - Jyske Finans
    Jyske Bank Group

    Academy - Online Interactive Learning from Experts

If you've found this thread useful, dive deeper into User Group community content by role