Notes

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is no longer available as of May 15, 2018. Your organization has until August 13, 2018 to retrieve your data. For advice about how to download data and assets, and how to clean up Dynamics 365 instances that were previously integrated with Dynamics Marketing, see Prepare for the scheduled sunset of Dynamics Marketing. For more information, see also the customer FAQ and read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next. If you have additional questions, please reach out to MDMquest@microsoft.com.

The Notes feature in Microsoft Dynamics Marketing lets users attach notes to various entities throughout the system. Notes can be associated with just about anything that is tracked in Dynamics Marketing and are ideal for storing comments, thoughts, and snippets of information. Notes are threaded and allow replies and comments. They are often used for online discussions and collaboration. The View Notes page lists all notes throughout the system.

To view notes, do one of the following:

  • To view all notes in the system, go to Projects > Notes> Notes.

  • To view notes connected to a specific entity, go to the maintenance page for the appropriate item (job, contact, task, etc.) and then open its Notes related-information tab.

To view all notes in the system: go to Projects > Notes> Notes.

  1. Choose the New button New button.

  2. Enter the information.

  3. Choose Submit.

  1. Choose the check box on the note you want to reply to.

  2. Choose the Reply button Reply button.

  3. Enter the information.

  4. Choose Submit.

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