Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

If you have upgraded to latest Dynamics 365 version or subscribed for 30 days trail and could not add a note or attachments in ‘Notes’ tab on form, this fix is for you.

Problem statement:

• Could not add a Note or add attachment from ‘Notes’ control on form.
• ‘Notes’ panel rendering as below with no ‘Enter a Note’ option

• It seems product issue and will be fixed in future updates.

Fix worked for me:

There is no documented fix for this, however below steps worked for me.

• Open the entities ‘Customization Form’ which you have problem with.
• Double click and open the ‘Notes’ tab

• Under ‘Web Client Properties’, select ‘Default tab’ property as highlighted below.

• Save & Publish
• Go back to the form and refresh.
• You should see option to add Note.

🙂