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Notes Views and Dashboards

Katherine Thompson on 2/4/2021 6:19:09 PM
We've set our sales teams up with using advanced queries on timeline Notes. It would be really great if we could actually work with the Notes views somewhere, especially within Dashboards. It's very limited to only be able to query and view that data through Advanced Find.
Category: Reporting and Dashboards
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Needs Votes

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RE: Notes Views and Dashboards

Elisabeth Jørgensen on 9/21/2021 9:37:37 AM

I also second this idea. Much needed for users to get a better overview.

This idea was also posted previously here: https://experience.dynamics.com/ideas/idea/?ideaid=a99bd8bc-6f40-e711-80c0-00155d7cd0b4

Category: Reporting and Dashboards

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RE: Notes Views and Dashboards

Robert Capehorn on 4/29/2021 9:18:37 AM

I've found its already possible to view all notes created in a custom view, via the Record Type Notes.

Unfortunately there is no module to allow this saved view to be displayed, either in a table or dashboard.

Category: Reporting and Dashboards

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RE: Notes Views and Dashboards

David Guyton on 4/27/2021 3:54:12 PM

Second this idea -- this would be extremely useful for our organization as well.

Category: Reporting and Dashboards