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Notes Section is non- editable in Create mode of form ,MS CRM v2015 RRS feed

  • Question

  • Hi,

    MS Dynamics CRM 2011 website has been upgraded to MS CRM 2015.

    Notes section was editable in MS Dynamics CRM version 2011 instance but is non editable in 2015 instance.

    Is this MS CRM  2015 out of box feature?

    If yes, how to make notes section editable in form Create mode in 2015 instance?

    Thanks!



    Friday, May 13, 2016 3:53 AM

All replies

  • I am afraid to say, that it`s the CRM`s OOB functionality to not allow Notes creation till the time the parent record is created.

     

    And, there is no OOB option available to make that happen.

     

    Still you want to create Notes without creating a record, then there could be a workaround as below:

    • Create a Custom field called Notes.
    • While creating the Parent record, fill in values in the Notes field.
    • Then, on create of the Parent record, develop a plug-in to create a Note record on the basis of the values in the Notes field value.



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    Friday, May 13, 2016 9:52 AM