This feature added to Timeline control allows us to take notes even before creating/saving the record/form. Select the Timeline control, then Notes properties, and check the “Enable to author a
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How to enable note access for portal Notes widget will let you offer chat view support to your customers. With this, your portal users can initiate a chat with you
Once the invoice is “Confirmed” in ProjOps and project invoice proposal “Posted” in FinOps , user can create a credit note by clicking the “Correct invoice” button, which creates a
Background I had a requirement where I wanted to fetch the signed document from DocuSign and add it as an attachment on the notes table for that contact in Dataverse.
Power of Integration Volume 4 : Automatically move Dynamics 365 CE note attachment to SharePoint Document Folder source
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