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

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.