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Add description of notes efter a meeting in Dynamics Sales

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Posted on by Pernilla B

Where do you add notes after a meeting that is registrated in Dynamics Sales? I don´t think that "notes" are enough on the timline.
I perfer to add notes in the meeting. If adding notes is an activity, I want to have it connected to the meeting post.

Does anyone have an idea?

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Dynamics 365 Sales

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PerezAguiar Microsoft Employee on at

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Hey!

Notes are still on Timeline. IN most scenarios, you should be able to put your notes there. However, you should remove filters on the TimeLine.

Regards

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Pernilla B 42 on at

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Thank you @PerezAguiar. That´s what I thought, and I think that´s a problem because the timeline is open and filled with other notifications, emails etc. I really want to add notes only to the meeting.

Regards,
Pernilla B

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