Activity Notes is an advanced notes solution with rich text formatting that allows for tagging of multiple regardings (entities of any type within D365) to an Activity Note. With Activity Notes, users can quickly set regarding to multiple entities for a given activity, with the option to pull data from the activity record to auto-tag related entities. Utilizing connections withing D365, adding a custom grid to a form allows users to view these connections across all associated entity records. Originally conceived in the Private Equity space, this solution has broad appeal across multiple industries.
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