I recently had an Organisation updated from Dynamics CRM 2016 Online Update 1 to Dynamics 365. After the upgrade, users experienced the following symptoms :

• Unable to add new notes to custom entities and core entities via the notes control on the form.
• Existing Notes created prior to the upgrade do show up ok however and can be edited.
• This occurs on multiple entities, but not all. I didn’t see a pattern, but certainly on some contact records I could add new notes ok.

I raised this with Microsoft and it didn’t appear to be a known issue, so I decided to do some investigation myself.

Continue reading “Dynamics 365 Upgrade – Unable to add Notes to entity” →