Menu
-->
Just like with subgrids, adding notes to your managed forms on the portal is easy—just add the notes control to the Dynamics 365 for Customer Engagement form through the out-of-the-box Dynamics 365 for Customer Engagement form designer and you're done. You can configure the behavior of the notes control by using metadata.
Note
Explicit Entity Permissions are required for any notes to appear on the portal. For read and edit, the Read and Write privileges must be granted. For create, two permissions must exist: a permission with the Create and Append privileges must be granted for the note (annotation) entity, the second permission must be assigned to the entity type the note is being attached to with the Append To privilege granted. The Enable Entity Permissions check box must be selected on the corresponding entity form or web form step for the entity permissions to take effect.
Notes configuration for entity forms
- Sign in to Dynamics 365 for Customer Engagement.
- Go to Portals > Content > Entity Forms. A list of active entity forms is displayed.
- Select the entity form to which you want to add note configuration.
- Go to Entity Form Metadata either by using the top drop-down list or the subgrid on the main form of the entity form record that you are working with.
- Select Add New Entity Form Metadata to add a new record.
- From the Type drop-down list, select Notes. The notes configuration–specific settings are displayed. Most of the settings are collapsed by default. You can expand a section to see additional settings.
- Fill in the fields by entering appropriate values. More information: Attributes, Create dialog options, Edit dialog options, and Delete dialog options
- Save the form.After adding the configuration, the Note control will be rendered by using the appropriate options enabled on the portal.
Attributes
Name | Description |
---|---|
Basic settings | |
Create Enabled | Enables the ability to add new notes to the entity. |
Create Dialog Options | Contains settings for configuring the dialog box when Create Enabled is true. See Create Dialog Options for more details. |
Edit Enabled | Enables the ability to edit existing notes on the entity. |
Edit Dialog Options | Contains settings for configuring the dialog box when EditEnabled is true. See Edit Dialog Options for more details. |
Delete Enabled | Enables the ability to delete notes from the entity. |
Delete Dialog Options | Contains settings for configuring the dialog box when DeleteEnabled is true. See Delete Dialog Options for more details. |
File Attachment Location | Select the location of the file attachment:
|
Accept MIME Types(s) | Allows you to specify a list of accepted MIME types. |
Restrict MIME Types | Select whether to allow or restrict MIME types. |
Maximum File Size (in KB) | Allows you to specify the maximum size of a file that can be attached. |
Advanced settings | |
List Title | Overrides the title over the Notes area. |
Add Note Button Label | Overrides the label on the Add Notes button. |
Note Privacy Label | Overrides the label denoting that a note is Private. |
Loading Message | Overrides the message shown while the list of notes is loading. |
Error Message | Overrides the message shown when an error occurs while trying to load the list of notes. |
Access Denied Message | Overrides the message shown when the user does not have sufficient permissions to view the list of notes. |
Empty Message | Overrides the message shown when the current entity does not have any notes that can be viewed. |
List Orders | Allows you to set the order in which notes will be displayed. The List Orders setting allows you to set the following:
|
Create Dialog Options
Name | Description |
---|---|
Basic settings | |
Display Privacy Options Field | Enables a check box in the Add Note dialog box that allows the user to mark a note as Private. |
Privacy Option Field Default Value | Specifies the default value for the Display Privacy Options Field check box. The default value of this field is False. |
Display Attach File | Enables a file upload field in the Add Note dialog box, allowing a user to attach a file to a note. |
Attach File Accept | The MIME type accepted by the file upload input. |
Advanced settings | |
Note Field Label | Overrides the label for the Note field in the Add Note dialog box. |
Note Field Columns | Sets the cols value in the Note <textarea> |
Note Field Rows | Sets the rows value in the Note <textarea> |
Privacy Option Field Label | Overrides the label for the Privacy Option field (if enabled). |
Attach File Label | Overrides the label for the Attach File field (if enabled) |
Left Column CSS Class | Adds the CSS class or classes to the leftmost column containing labels in the Add Note dialog box. |
Right Column CSS Class | Adds the CSS class or classes to the rightmost column containing field inputs in the Add Note dialog box. |
Title | Overrides the HTML text in the header of the Add Note dialog box. |
Primary Button Text | Overrides the HTML that appears in the Primary (Add Note) button in the dialog box. |
Dismiss Button SR Text | Overrides the screen reader text associated with the dialog box's dismiss button. |
Close Button Text | Overrides the HTML that appears in the Close (Cancel) button in the dialog box. |
Size | Specifies the size of the Add Note dialog box. The options are Default, Large, and Small. For the Add Note dialog box, the default size is Default. |
CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog box. |
Title CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog box's title bar. |
Primary Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Primary (Add Note) button. |
Close Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Close (Cancel) button. |
Edit Dialog Options
Name | Description |
---|---|
Basic settings | |
Display Privacy Options Field | Enables a check box in the Edit Note dialog box that allows the user to mark a note as Private. |
Privacy Option Field Default Value | Specifies the default value for the Display Privacy Options Field check box. The default value of this field is False. |
Display Attach File | Enables a file upload field in the Edit Note dialog box, allowing a user to attach a file to a note. |
Attach File Accept | The MIME type accepted by the file upload input. |
Advanced settings | |
Note Field Label | Overrides the label for the Note field in the Edit Note dialog box. |
Note Field Columns | Sets the cols value in the Note <textarea> |
Note Field Rows | Sets the rows value in the Note <textarea> |
Privacy Option Field Label | Overrides the label for the Privacy Option field (if enabled). |
Attach File Label | Overrides the label for the Attach File field (if enabled) |
Left Column CSS Class | Adds the CSS class or classes to the leftmost column containing labels in the Edit Note dialog box. |
Right Column CSS Class | Adds the CSS class or classes to the rightmost column containing field inputs in the Edit Note dialog box. |
Title | Overrides the HTML text in the header of the Edit Note dialog box. |
Primary Button Text | Overrides the HTML that appears in the Primary (Update Note) button in the dialog box. |
Dismiss Button SR Text | Overrides the screen reader text associated with the dialog box's dismiss button. |
Close Button Text | Overrides the HTML that appears in the Close (Cancel) button on the dialog box. |
Size | Specifies the size of the Edit Note dialog box. The options are Default, Large, and Small. For the Edit Note dialog box, the default size is Default. |
CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog box. |
Title CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog's title bar. |
Primary Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Primary (Update Note) button. |
Close Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Close (Cancel) button. |
Delete Dialog Options
Name | Description |
---|---|
Basic settings | |
Confirmation | Override the confirmation message to delete the note. |
Advanced settings | |
Title | Overrides the HTML text in the header of the Delete Note dialog box. |
Primary Button Text | Overrides the HTML that appears in the Primary (Delete) button in the dialog box. |
Dismiss Button SR Text | Overrides the screen reader text associated with the dialog box's dismiss button. |
Close Button Text | Overrides the HTML that appears in the Close (Cancel) button in the dialog box. |
Size | Specifies the size of the Delete Note dialog box. The options are Default, Large, and Small. For the Delete Note dialog box, the default size is Default. |
CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog box. |
Title CSS Class | Specify a CSS class or classes that will be applied to the resulting dialog box's title bar. |
Primary Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Primary (Delete) button. |
Close Button CSS Class | Specify a CSS class or classes that will be applied to the dialog box's Close (Cancel) button. |
Assign entity permissions
You must create and assign the appropriate entity permission to the records as follows, otherwise the Add, Edit, and Delete buttons for the note will be hidden:
- Dark souls 3 thief dagger build. Read, Write, Create, Append, and Append To privileges for the Activity (activitypointer) entity with the scope as Global. This entity permission must be associated with a web role for the user.
- Read, Write, Create, Append, and Append To privileges for the entity that has the Notes control enabled in it. The scope should be set to Global. This entity permission must be associated with a web role for the user.
If you created a custom form in Dynamics 365 for Customer Engagement and added the notes section to it, be sure to select Notes as the default tab you want to be visible.
Notes configuration for web forms
Web form notes are configured in the same way as entity form notes. You must first create a metadata record for the Web Form Step that has notes, and then add the notes configuration metadata.
See also
D365 For Operations
Configure a Dynamics 365 for Customer Engagement portal
Define entity forms and custom logic within the Dynamics 365 for Customer Engagement portal
Web Form properties for portals
Web Form steps for portals
Web Forms metadata for portals
Web Form subgrid configuration for portals
Define entity forms and custom logic within the Dynamics 365 for Customer Engagement portal
Web Form properties for portals
Web Form steps for portals
Web Forms metadata for portals
Web Form subgrid configuration for portals
Poweriso registration code 6.8. Over a three part series, I will be discussion one of the more overlooked and underappreciated features in CRM, in my humble opinion: the ‘Posts’ feature in the social pane.
One of the reasons that this feature seems to be overlooked is that people don’t completely understand how to utilize them. “Other than users manually adding a post, what is the benefit here?” seems to be a question that pops up more often than not. This is where I intend to step in with a) an overview of how they work out of the box, b) how to configure posts for custom entities, and c) a neat idea on how to further extend the tool.
So lets get started!
HOW POSTS WORK:
There are two main entities involved when it comes to posts: Post Configurations and Post Rule Configurations.
First we will discuss Post Configuration records. There is a ‘Post Configuration’ record for each entity within the system. By default all of the out of the box entities already have a record, and each time a new entity is created in the system, a corresponding ‘Post Configuration’ record is also created.
What these records allow us to do is to toggle on or off the ability to have a Post feed available in the social pane on the form. The advantage here is that, if you as an organization have decided you do not care to utilize the post portion of the social pane, you can turn this option off completely and the only options users will see are ‘Activities’ and ‘Notes’ in their social pane.
English subtiltes for movie: Ferpect Crime (Crimen ferpecto). 5 subtitles available: English subtiltes for movie: Ferpect Crime (Crimen ferpecto) To download all our subtitles, click on.
Enabling or disabling the post configuration record for an entity is as simple as setting the ‘Wall Enabled’ field to Yes/No on the Post Configuration record:
Note: When enabling or disabling the Post Configuration record for an entity, you must publish that entity before you will see the change.
Below is an example of the Post Configuration record being enabled for the Account entity:
And now disabled:
Post Configuration Rules are simply child records to the Post Configuration records. These child records are only available for out of the box entities, and are simply descriptions for what kind of posts will be automatically generated by the system for their related entity.
Adding Notes To D365 Form Excel
As an example we will look at the Post Configuration Rules for the ‘Appointment’ entity.
Each of these rules defines where a post will be created each time a specific action occurs for an appointment record. Out of the box you can have a post generated to the ‘Posts’ section of the social pane each time an appoint is created or closed for an associated Account, Contact, Lead or Case.
Like Post Configurations, they can also be toggled on and off using the ‘Activate’ or ‘Deactivate’ buttons within the ribbon.
Note: As with the Post Configuration records, when enabling or disabling the Post Configuration Rules record for an entity, you must publish that entity before you will see the change.
It is important to note that all of these records, Post Configurations and Post Configuration Rules, are predefined by Microsoft, and the only functionality we have as system administrators is to toggle these records on and off. We cannot create additional Post Configuration Rules, we can only turn the ones that are system generated on and off. Part 2 of this series will discuss how we can create custom posts.