Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse

From the notes in the timeline, now we can link an existing note to an existing case, contact, or account record (this will unlink it from the current record) and also create either a new case, contact, or account record. To configure it, open the Notes property of the Timeline section in the form. Below … Continue reading “Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse”