Revision notes for financial transactions


Updated: November 1, 2016

Applies To: Dynamics Marketing


Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Revision notes enable users to annotate financial transactions if they are changed (Purchase Orders, Expenses, Sales Orders, Estimates, Invoices, etc.).

Revision Notes are displayed on the Notes tab of the Financial Transaction.

  1. On a financial transaction, click the Notes Notes button button.

  2. Enter the information.

  3. Click Submit.