Adding notes to a contact will allow you to record objective information against a Contact. By using the notes section, anyone with access to the entity in Dynamics will be able to see any of the data you add, saving you and your team valuable time.
How to add in a note
The actions to create a note on a contact is the same as other entities so please see the generic instructions linked below
Find out more with our useful guides!
No products in the cart.
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.