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Support importing notes (and attachments?)

Stuart Middleton on 2/14/2019 12:35:55 PM

As we migrate to D365FO we've found that there is no mechanism to import customer notes (which are a type of attachment and reside in the DocuRef table). We raised a query through Lifecycle services and they confirmed that we would need to develop a new data entity to support this. Please intorduce a native feature to support data migration of notes against the customer.

Category: Sales and marketing
STATUS DETAILS
Declined
Ideas Administrator

Administrator on 3/4/2022 3:57:24 PM

Appreciate you taking the time to feedback. We however do not have any plans to provide this support for SCM Sales and Marketing. 

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RE: Support importing notes (and attachments?)

Chris Jamison on 7/2/2019 2:43:47 PM

Same for Vendor notes.

Category: Sales and marketing