This has been developed by Jason Lattimer – you can find more information on his GitHub page https://github.com/jlattimer/CRM-Note-Workflow-Utilities and from there you will be able to see a link to download it.

Jason also has a blog that you can find https://jlattimer.blogspot.com/2018/03/updated-crm-workflow-utilities.html

In summary his solution will provide Custom workflow actions that deal with notes in Dynamics CRM 2015, 2016, & D365/CE (v7.0+) (although more items may have been added after writing this)

  • Check Attachment
  • Copy Note
  • Move Note
  • Delete Attachment
  • Delete Attachment By Name
  • Delete Note
  • Update Note Text
  • Update Note Title

To go back to my ‘index of workflow tools’ have a look at my blog which can be found here