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We need to be able to customize the card form of a Note in order to display the regarding field. Without this, the extended rollup functionality of Notes is useless. Why is this possible for Activities, but not for Notes?


If you look in the D365 Sales Mobile app, we do get a regarding field for Notes on the form, so why is this not possible in the unified interface?



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We also have this problem, it's a big issue!! Please help us to fix this problem.

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This is indeed very important! Please prioritize this from your end Microsoft.

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This would give a great user experience. Show vendor invoices or employee document would be a great use case. We use employee document storage often for MSS (Manager Self Service), and therefore, the documents should not be downloaded. This is also a legal requirement. Thanks for keep going on this topic

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This is something critical and should be allowed. Otherwise, there are a lot of manual journaling that needs to be done which isn't the best user experience.

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Please can you share how do we set up the schedule board so that the tooltip view is the same in all views?

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limitless statefull polymorphic. Its everything seriously

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Good one, and we'll needed

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Would be great to deal with any kind of particular production flow.

Need it strongly

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I can't believe it's been already 4 years and still this functionality is missing.

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