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Thursday 10 October 2013

Notes in CRM 2013


Notes in CRM 2013 are a bit more cooler than notes in CRM 2011. Lets have a quick walk-through

1. Our no-brainer is here -  Account record.



2. Lets create a sample note. We need to provide a title and then notes ( in CRM 2011, the title of notes was automatically populated) .  As before, we also have the option to attach a file to the note.


3. Please note that we have the options to remove notes / attachments quickly. Also CRM  displays who created the notes and when it was created. Editing an existing notes is also very easy. Its nothing but inline editing. It could be done by just clicking on it.


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