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workflowdynamics-crm

How do you copy notes from a Microsoft CRM workflow?


I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity.

I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it.

Is this possible without coding (or in fact, with coding!)

Chris


Solution

  • Its not possible without coding. With coding (custom workflow activity and the ICrmService) you can read and creates notes (Entity: annotation).