Skip to main content

Notes RollUp

MTC

Gather Notes & Attachments Under One CRM Entity.

CRM Notes Rollup for Microsoft Dynamics CRM is a Managed Solution add-in that adds enhanced capability to CRM by gathering all Notes & Attachments in to one single Entity of the CRM. It’s a self-install set-up. CRM Notes Rollup will capture all kinds of Notes and attachments from other 1: N entities to the parent record.

Product Highlights:

  • Opportunity, Quote, Order and Invoice and other 1: N relationship entities to have Notes & Attachments in Single Entity.
  • Within Notes Rollup Search facility, edit existing notes and download attachment facility available.
  • Facility to edit existing Notes, Download Attachments of 1: N Entities.

MTC is a leading Microsoft Dynamics 365 / CRM global engineering services firm. MTC offers a “right-fit solution” model leveraging its over 50 packaged Dynamics 365 / CRM products, all customizable for you to fit unique needs, with deep CRM and CRM Portal design, development, and life cycle engineering and support for an affordable solution-gap 1-stop resource globally to end-users and Microsoft professionals of all sizes.

Don’t Forget to Register Your Add-on from Within Your Dynamics 365 / CRM Settings

You will receive an email with helpful instruction links after download, a 2nd email confirming “License Activation” is also sent upon product license activation.

https://publishingstoredm.blob.core.windows.net/prodcontent/D6191_publishers_mtccrm/8f658d27:2Dab40:2D4324:2Dbffb:2Ddcf1cb2af1d1/55d6477d-cbe7-447c-a6d0-1d35ae86a29a.png?sv=2014-02-14&sr=b&sig=4K4memyna8I4vO%2FZcVStvdrQDtBWx26%2BrPhflYyEC4Y%3D&se=2019-08-09T11%3A39%3A51Z&sp=r
/images/videoOverlay.png
https://publishingstoredm.blob.core.windows.net/prodcontent/D6191_publishers_mtccrm/8f658d27:2Dab40:2D4324:2Dbffb:2Ddcf1cb2af1d1/55d6477d-cbe7-447c-a6d0-1d35ae86a29a.png?sv=2014-02-14&sr=b&sig=4K4memyna8I4vO%2FZcVStvdrQDtBWx26%2BrPhflYyEC4Y%3D&se=2019-08-09T11%3A39%3A51Z&sp=r
/images/videoOverlay.png
https://gallery.azure.com/artifact/20151001/mtccrm.8f658d27-ab40-4324-bffb-dcf1cb2af1d1.1.0.5/Artifacts/SampleImage/35115199-4cfa-4148-8a07-0e751d78d356.png
https://gallery.azure.com/artifact/20151001/mtccrm.8f658d27-ab40-4324-bffb-dcf1cb2af1d1.1.0.5/Artifacts/SampleImage/d4720b4f-eaa5-48ae-b6a7-9a651b8e46b6.png
https://gallery.azure.com/artifact/20151001/mtccrm.8f658d27-ab40-4324-bffb-dcf1cb2af1d1.1.0.5/Artifacts/SampleImage/cbf5767c-d436-44a4-9003-04686000456d.png
https://gallery.azure.com/artifact/20151001/mtccrm.8f658d27-ab40-4324-bffb-dcf1cb2af1d1.1.0.5/Artifacts/SampleImage/2217eee7-5eea-4b02-9c6c-b1bc8eed677b.png