CRM Note Workflow Utilities

Custom workflow actions that deal with notes in Dynamics CRM 2015, 2016, & D365/CE (v7.0+)

Latest Release: https://github.com/jlattimer/CRM-Note-Workflow-Utilities/releases/latest

Donate a little bit if this saved you some time. That encourages me to keep this project alive.

  • Check Attachment
  • Copy Note
  • Move Note
  • Delete Attachment
  • Delete Attachment By Name
  • Delete Note
  • Update Note Text
  • Update Note Title

Note - I am no longer supporting the 2011/2013 version of this solution.

*No warranty expressed or implied - use at your own risk!

If you have ideas for new functionality, suggest them in the Issues area.

Crm Note Workflow Utilities

Custom workflow actions that deal with notes in Dynamics CRM 2015, 2016, & D365/CE (v7.0+)

Crm Note Workflow Utilities Info

⭐ Stars 18
🔗 Source Code github.com
🕒 Last Update 6 months ago
🕒 Created 5 years ago
🐞 Open Issues 3
➗ Star-Issue Ratio 6
😎 Author jlattimer