How to – Configure Note for Entity Form in Portal in Dynamics 365

15 thoughts on “How to – Configure Note for Entity Form in Portal in Dynamics 365”

1. Pingback: Configuring Note for Entity Form in Portal in Dynamics 365 - Microsoft Dynamics CRM Community
2. Pingback: Portal Blog Post List – Nishant Rana's Weblog
3. Hi Nishant,

   Thank you very much for your post. Following the instructions we set up Notes for Authenticated users, unfortunately, we were not able to do so for Anonymous users.

   Are you aware of any restrictions?

   Thank you very much again.

   Olena

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   1. Hi Olena,

      I am facing same issue – unable to provide add/edit notes funtionality for Anonymous users. Were you able to resolve this issue?

      Any help is appreciated.

      Thanks,
      Payal

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      1. Hi Payal,
         The response we received from Microsoft – it’s a feature 🙂 It doesn’t work the same way for an anonymous user.
         Cheers,
         Olena

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         1. Thanks for quick response, Olena! Appreciate it!

            Thanks,
            Payal

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4. Hi Nishant,

   Thanks for detailed explanation.

   The issue now here is the notes which doesn’t have *WEB* prefix are also displaying in the portal. Is there any permission need to add for the notes section to not to display that notes in portal.

   Thanks,
   Navyasree

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   1. I’m having the opposite issue. I want to display all notes on the portal without having to add the *WEB* prefix. Is it possible to add this functionality with a configuration change?

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5. Hi,

   Could you explain how did you do to create a note from CRM Portals having the creator of the note the Portal user?

   Thanks in advance

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6. Adding *WEB* in the body did the work for us.

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7. Hi Nishant!

   Nice again one of your articles has saved me. I was creating notes against a record and couldn’t figure out why it wouldn’t appear in the portal. That prefix is a weird quirk.

   For completeness, and it’s entirely possible it’s a change, I found it was actually the note description that needs the prefix, not the title. But you were still the only one in the entire internet who knew!!! Thank you so much!!

   Cheers,

   Lachlan

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   1. https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/customization-tools/managed-forms/notes-for-managed-forms/

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      1. Hi Nishant,

         Is it possible to display the Note title as well on the portal along with the description.

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8. Nice article. Thanks for sharing it

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9. Pingback: CRM portal - Attach button not display for account. - Microsoft Dynamics CRM Forum Community Forum

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