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Manage notes

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You can see the notes associated with a record in the Notes section of the record details.

Note

You can associate annotations with only those custom entities that are created with the CreateEntityRequest.HasNotes Property

View a note.

License and role requirements

Requirement type You must have
License Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, Dynamics 365 Sales Professional, or Microsoft Relationship Sales
More information: Dynamics 365 Sales pricing
Security roles Any primary sales role, such as salesperson or sales manager
More information: Primary sales roles

What actions can performed?

You can perform the following actions in the Notes section.

To do this Do this
Open a list of notes. Tap Notes.
See an image associated with a note. Tap the image name.
Open or edit a note Tap the note.
Take more actions, like change the connected record or delete a note. Tap Options button..
Create a note. Tap Add a note.

Add a note

  1. Perform one of the following actions:

    • When viewing details of a record that has no notes added to it yet, tap Add a note.

      Add the first note to a record.

    • When viewing details of a record that has already had notes added to it, tap Add a note.

      Add an additional note to a record.

    • When viewing a list of notes, tap Add note icon. at the upper-right corner of the Notes page.

      Add a note in the notes list.

    • On the navigation bar at the bottom of the screen, tap Plus icon., and then tap Note.

      Add a note.

  2. In the Note form, enter a title and the text of your note.

    Note form.

    You can perform the following actions from the bottom command bar while adding text to your note.

    Icon Description
    Paper clip icon. Attach a file or an image stored on your mobile device.
    Camera icon. Take a photo from your mobile camera and attach it to the note.
    Copy icon to copy the note. Copy the note's content.

    Note

    If you're adding the note by using the navigation bar at the bottom of the screen, you must connect the note to the record that it's regarding. Tap Next, and then select the record you want to associate the note with. More information about annotation: annotation EntityType

  3. Tap Save.

Open or edit a note

You can open a note by tapping the note card. When you open a note, you can make changes to the note as you want, and then tap Save.

Delete a note

You can delete a note when it is no longer needed.

  • In the note card, tap Options button., and then tap Delete.

    Delete a note.

Change connected record

You can change the record to which a note is added when it is no longer relevant to the current record.

  1. In the note card, tap Options button., and then tap Change connected record.

    Select change connected record option.

  2. On the Regarding page, either select a recent record or tap Search to look for the record you want.

    Find a record to connect.

  3. After selecting a record, tap Done.

    Select and save a record to connect.

The note will be removed from the current record and attached to the selected record.

See also

Learn the basics
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