Hoppa till huvudinnehåll

Notes RollUp

MTC

5.0 (1)

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://store-images.s-microsoft.com/image/apps.62523.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.e8b4e396-8fab-40fe-b607-f425b43235c2
/images/videoOverlay.png
https://store-images.s-microsoft.com/image/apps.62523.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.e8b4e396-8fab-40fe-b607-f425b43235c2
/images/videoOverlay.png
https://store-images.s-microsoft.com/image/apps.7549.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.0bb317e3-fc68-464a-8e04-520ad5898adc
https://store-images.s-microsoft.com/image/apps.19161.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.1f97232e-0804-4e9e-af58-cc664c997eb8
https://store-images.s-microsoft.com/image/apps.41662.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.223bf2c3-ec85-43d9-b43a-b947926baa67
https://store-images.s-microsoft.com/image/apps.879.5b8d2bcf-2c1c-4570-bcb3-8cfaba46665e.04d92423-66dd-4a22-81cd-96c30437938c.3cbb2cbd-9cfe-43eb-89dc-d407129e6234