I am very happy to see that Microsoft has improved the ways notes can be created/edited/deleted in CRM 2013. In this post I shall explain the new improvements …
What’s In A Note?
Note: CRM 2013 is not due to be released until October 2013. The information provided in this blog might different from the final product.
I am very happy to see that Microsoft has improved the ways notes can be created/edited/deleted in CRM 2013. On the CRM 2011 Rollup 13 released back in March 2013, I can add a note directly (with in-line editing) in the “Notes” grid of an entity form. The title defaults to the time of note creation and who created this note, with the latest modified date and person who modified the note down the bottom. But attaching a file to this note shows a pop up with more buttons to click.
In CRM 2013 notes are now placed on the middle column of a form as a tab along with “Posts” and “Activities”.
Notes are created/edited in similar ways on an entity form. The differences are:
- There is no longer a default for the title of the note. You need to enter something yourself.
- File attachment is now an in-page experience with no pop-up window.
- The note now shows only who modified the note last and the modified time. If you want to see who originally created the note and original time of creation, you need to hover with your mouse over the note’s bottom subtext.
Notes – The 10 Seconds Rule
If a user accidentally clicks on the “x” icon and deletes a note, there is now a new functionality of “UNDOING” the note deletion. There is a catch though, the user has 10 seconds to undo this, after that the note is deleted from the database forever.
Email Me A Link
One very nice additional functionality offered in CRM 2013 is the ability to click on an OOB button and if Outlook is installed on the machine you are browsing CRM on, an Outlook message window will pop up and CRM will populate the record’s URL to the record and record title as the email subject.
I like the above improvements. What do you think?