Note Manager For Dynamics 365
A frequent issue faced in Dynamics implementations is the management of Notes that are applicable for a set of related entities. For example, if when processing a lead in the sales process a Note is created that contains an attachment for a competitor’s quote, you don’t want to have to navigate back to the lead once it has been qualified to an opportunity. This is where the Artis Note Manager can assist, by providing a simple workflow step that replicate the Note from one record to another. This allows for Note replication based on any of the trigger criteria the out of the box Dynamics 365 workflow engine provides, as well as in batch via on demand workflows.
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