Advertisements

Archive

Posts Tagged ‘Unable add attachment’

Dynamics 365 – Broken ‘Notes’ control on the form and Fix

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

Notes-1

  • 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

Notes-4

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

Notes-3

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

Notes-2

🙂

 

Advertisements