Solved

Microsoft Dynamics CRM 2011 - Adding Notes

Posted on 2013-12-19
3
350 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
  • 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

Is Your Active Directory as Secure as You Think?

More than 75% of all records are compromised because of the loss or theft of a privileged credential. Experts have been exploring Active Directory infrastructure to identify key threats and establish best practices for keeping data safe. Attend this month’s webinar to learn more.

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…
For cloud, the “train has left the station” and in the Microsoft ERP & CRM world, that means the next generation of enterprise software from Microsoft is here: Dynamics 365 is Microsoft’s new integrated business solution that unifies CRM and ERP fun…
Migrating to Microsoft Office 365 is becoming increasingly popular for organizations both large and small. If you have made the leap to Microsoft’s cloud platform, you know that you will need to create a corporate email signature for your Office 365…
Internet Business Fax to Email Made Easy - With eFax Corporate (http://www.enterprise.efax.com), you'll receive a dedicated online fax number, which is used the same way as a typical analog fax number. You'll receive secure faxes in your email, fr…

863 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

Need Help in Real-Time?

Connect with top rated Experts

27 Experts available now in Live!

Get 1:1 Help Now