Solved

Microsoft Dynamics CRM 2011 - Adding Notes

Posted on 2013-12-19
3
356 Views
Last Modified: 2014-01-27
Good day,

I understand using a marketing campaign you can apply an activity to many contacts but is there a method to add a note to multiple Contacts?

Many thanks.

Regards,

Craig.
0
Comment
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 2
3 Comments
 
LVL 27

Expert Comment

by:Chinmay Patel
ID: 39729101
Hi Craig,

On a first look I think the answer is no. However if you throw some light on what exactly you are trying to achieve I might be able to help you with a workaround.

Regards,
Chinmay.
0
 

Author Comment

by:Performance_Improvements
ID: 39729369
Hi Chinmay,

Thank you for your reply. Quite simply we use a combination of activities and notes to record \ view  the recent history of a contact.

Ideally we would like to use only the activities however there is no method to view the content of an activity, e.g. after a phone call the user might want to record the details of that call, when the next users views the contact's activities unless they specifically open every activity they are not going to see all the recently recorded information, hence using the notes.

We would like to add a note which indicates the contact has received a "Christmas Present", so when a user next contacts the Contact they can see the recent history of the present.
 
Many thanks.

Regards,

Craig.
0
 
LVL 27

Accepted Solution

by:
Chinmay Patel earned 500 total points
ID: 39735490
hmm no this is not possible out of the box. However what if you develop a custom web resource to fetch activities and show last 5 activities on the form itself?

Also is this CRM Online or Onpremise? Have you heard of activityfeeds? We might be able to leverage it.

I would also like to if there are any plans to upgrade to CRM 2013?
0

Featured Post

Free Tool: Path Explorer

An intuitive utility to help find the CSS path to UI elements on a webpage. These paths are used frequently in a variety of front-end development and QA automation tasks.

One of a set of tools we're offering as a way of saying thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This is a walkthrough guide I wrote whilst upgrading my on-premise MS Dynamics CRM 3.0 deployment to 4.0. This covers the actual installation of the product to a working level for my system, I ran into a lot of issues that the steps below fixed so h…
On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:   Update Rollup 1Update Rollup 2Update Rollup 3Service Pack 1Update Rollup 1 for S…
Are you ready to implement Active Directory best practices without reading 300+ pages? You're in luck. In this webinar hosted by Skyport Systems, you gain insight into Microsoft's latest comprehensive guide, with tips on the best and easiest way…

733 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question