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Why add a note to an opportunity?

Notes allow you to record objective information against your Opportunities. All people who have relevant access to Dynamics will be able to see any input notes, allowing everyone to remain up to date with all key information.

How to add a note to an opportunity

Step by Step:


The actions to create a note on an opportunity is the same as other entities so please see the generic instructions linked below 

  1. Scroll to the time line section on the form
  2. Click on the plus icon
  3. Select Note

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