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.

Notes RollUp

by MTC