Three Tips for Using Notes in Microsoft Dynamics CRM

Three Tips for Using Notes in Microsoft Dynamics CRM

Below are three quick things to consider when using Notes in Microsoft Dynamics CRM. Notes are available on both the Contact and Account level in CRM.

Although Notes are available at both the Contact and at the Account level in Microsoft CRM, it is important to remember that notes entered at the Contact level do not natively appear at, or roll up to, the Account level.