Dynamics - Add a note to the Timeline of a Record

Adding a note to the Timeline of a record or Entities

1. Select the Element for the record that you wish to add the note against. Eg. Accounts, Contact, Opportunities or Leads.
2. Select the Record that you wish to add the Note against
3. Within the Summary of the record, there will be the ‘Timeline’ element. This is where Notes and Activities can be added to the Record.
4. Within the ‘Timeline’ element, click the Plus symbol to show the drop-down for the available option to add to the Timeline.

5. After clicking ‘Note’ the Timeline element will expand to allow you to enter the details of the Note. Several options and fields are displayed.

• Title
• Content
• Text formatting
• Add an attachment to the Note

6. Once added, you will see the new note added to the Timeline.