Microsoft Dynamics CRM 2011 Applications（MB2-868） Certification Guide
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Notes

Notes allow users to capture free form notes about a record. In addition to text, whenever a file is attached to a record, it appears in the notes area. An example is a salesperson wanting to add notes to an opportunity that they are working on.

Creating notes

For this example, we use the contact record once again. To create a note, follow these steps:

  1. Start CRM, click on Workplace, and then click on Contacts.
  2. Find and open the contact record to which you wish to add the note.
    Creating notes
  3. On the ribbon bar, on the Add tabbed page, in the Include group, click on Add Note.

    Note

    You can also add notes if there is a Notes section on the form. Within the Notes section, you can enter text on the spot.

    Creating notes
  4. Enter the following field:
    1. Title: A clear, concise name for the note. This field is required.

    The Regarding field is not required, but it is worth mentioning that it will be auto-populated with the record from which you are creating the note.

  5. Click on Save and Close.
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