10 Oct’17

D365 GeneralAdding notes section on entity forms in Dynamics CRM


This blog consists of information on adding notes section in to your form and the difficulties faced while adding the notes section.

When to use notes on entity forms:

Notes are quick, easy and create a time-stamp. You can use when temporary and not critical information need to be shared with others.


1. Notes should be enabled on the entity. Open the entity in the solution and check the notes box.

2. If notes are not present on the form, add on the form. If the notes section is already present on the form, the notes button will be disable on the form.

Note the below points before adding the notes section:

  • Dynamics CRM allows only one Notes/Activities/Posts per entity and which is enabled by default. If you try to add one more notes, you will get the error message.
  • It will be visible only for the Main forms, so if you are deleting the Notes/Activities/Posts from Main form, it will be visible on another main form.
  • If you want to make use of Notes/Activities/Posts to be added on some other form.
  • You can’t use a notes control for an entity that is not enabled for Notes, so unfortunately you cannot have just activities, or activity feed posts.


  • Notes are not searchable. Notes cannot be included in Reports or advanced finds.
  • Notes do not roll-up. Users must re-create the same note several times for different records.
  • Information may be lost.
Written by

Krishna Bhanushali

Software Developer

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more