I ran into this a couple of months ago as a support case from our staff. People here swear up and down that prior to v9, the Notes records transferred. Microsoft Support repeatedly assured me that never was the case, and people were misinterpreting what they were seeing in certain views. While it LOOKED like the Notes were moving, they weren't really.
Given my experience level with Dynamics (~1 year), I had no reason to doubt them, but now that I see this post, I'm feeling a bit salty. It increasingly feels like the tier 1 support is more interested in giving me answers to close the case rather than legitimately answering the questions.
Is there any chance that you're in the same spot I am - that they never transferred, and we were all just really misunderstanding the data structure?
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Peter Gulka
National Director, Information Solutions & Data Analytics
Big Brothers Big Sisters of Canada
Burlington ON
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Original Message:
Sent: 12-07-2018 04:28 PM
From: Anthony Parks
Subject: Transfer lead notes to the opportunity upon qualification in V9
Hello,
It has been confirmed that notes that are added to leads do not transfer to the newly created opportunity records, after qualification. Some posts have been reviewed that stated this functionality can only be added via customization, but the last posts seen were submitted approximately two years ago. Does anyone know if Dynamics CRM v9 is supposed to allow this functionality out of the box? If not, what solutions or customization should be applied to allow notes to transfer to the new opportunity record after being qualified in version 9? Any feedback provided is appreciated.
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Anthony Parks
CRM Analyst
Comfort Systems USA
Indianapolis IN
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