Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template.
Here’s what you can do as a workaround.
Scenario
Now, let’s assume you want to Export a standard…
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Excel Importing Notes (Annotation) entity in Dynamics 365 CRM
Preparing an Excel Template for Notes entity is a little tricky. Doesn’t work when you just Export directly as a Template from the Templates Wizard and try to include all columns and import as is. Why? Because there’s no Regarding field exported when you export/import that template.
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