Dynamics CRM: Note Control Customization

In Dynamics CRM 2013 onward Microsoft introduce note control with more options.

Note control have “Posts’, “Assistance”, “Activities” , “Notes”, “One Note” etc.

This is a great Control to see all information in single control.

But this control does not support any customization. Some time we need to customize this control for our users.

I will try to explain how we can customize note control. However, this customization is Unsupported customization and not recommended by Microsoft.

Requirement: - I had the requirement where I need to show “Activities” and “Notes” on contact form and only “Notes” on Account Form.

Solution: - I have create a html web resource to accomplish my requirement. In HTML we are getting note control help of getElementById method of DOM Javascript. After getting note control based on our requirement we remove unwanted elements from our control like “POST” and “ASSISTANT” from contact form.

Import below solution in your organization. CRM version 9.0. This solution contains HTML web resource need to use. If you faced any issue while importing, unpack this solution and create a new HTML web resource in your organization and paste html code from sav_wsblankhtml file.

Download Solution

Once web resource is created, add this on contact or other entity form as required below note control.

After adding web resource pass parameter to hide required components. And uncheck visibility. Change value as per requirement.

POSTS=true&ASSISTANT=true&ACTIVITIES=false&NOTES=false&ONENOTE=true

Open “Activities Tab” property and select tab which need to default and visible always.

Now Publish your customization. And refresh(ctrl+r) your entity record.

Result: -

Contact record:

Account record:

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Happy CRM!!