Microsoft Dynamics® CRM Training
Notes in Custom Entities
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Hi, and welcome to the Success Portal by xRM.com.
In Microsoft Dynamics CRM, you have the option to enable Notes when you create custom entities. If you choose to leave the option unchecked upon creation, you can always go back later and enable the feature. However, once it is enabled, it cannot be disabled.
In this lesson, we’re going to show you how to get around this seemingly permanent decision. Before we get started though, it is good practice to leave the option unchecked if you are uncertain you want to include Notes in the entity, since you can always enable them at another time.
To enable Notes for a custom entity, navigate to the Information page of the entity in the Default Solution window. In the General tab, in the Communication & Collaboration section, you can check the Notes box. Once you save this setting, the box cannot be unchecked.
Just because Notes have been enabled for the entity does not mean the feature is available on the form yet. You must open the form editor. Notes can only be added to the body of a form, so make sure that Body is selected in the ribbon. Next, click the Insert tab of the ribbon, and then click Notes.
If you later decide that you don’t want Notes available to Users in your organization for this entity, you can remove the feature from the form, it just cannot be disabled for the entity. This is done from the form editor as well. Select the Notes section in the form, and in the Home tab of the ribbon, click Remove.
Be sure to save and publish your changes so they are implemented.
This is a simple, but often overlooked workaround for enabling and disabling notes for custom entities.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.