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Artis Note Manager For Dynamics 365

Artis Group Pty Ltd

Artis Note Manager For Dynamics 365

A frequent issue we have faced in Dynamics implementations is the consideration of how Notes can be managed to minimise the amount of time required searching through related entities to find them. For example, if when processing a lead in the sales process a note is created that contains an attachment for a competitor’s quote the customer provided your sales team during some initial correspondence, you don’t want to have to navigate back to the lead once it has been qualified to an opportunity. This is where the Annotation Manager tool can assist, by providing a simple workflow step that allows for the replication or movement of a note from one record to another, based on any of the trigger criteria (or on demand if you would like to set up a repeatable batch process) the out of the box D365 workflows provide.
https://gallery.azure.com/artifact/20151001/artisgroup.artisnotemanager.1.0.2/Artifacts/SampleImage/cf890005-4e0e-4c89-bfa7-5180004ec031.PNG
https://gallery.azure.com/artifact/20151001/artisgroup.artisnotemanager.1.0.2/Artifacts/SampleImage/cf890005-4e0e-4c89-bfa7-5180004ec031.PNG
https://gallery.azure.com/artifact/20151001/artisgroup.artisnotemanager.1.0.2/Artifacts/SampleImage/aaa471ec-367d-4192-8374-dcad34924553.PNG