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Notes allows you to record objective information against the Account. By using the notes section all people with Dynamics access will be able to see the information.

How to add Notes to an Account

The actions to create a note on an organisation is the same as other entities so please see the generic instructions here

Want to find out more?

Find out more about adding notes to an account with our book Tips and Tricks for a D365 End User which includes extended guides and useful screenshots!

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