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