Notes in Microsoft Dynamics 365 CRM are great to use for a number of reasons.
Some of them are:
- Easy 1-click creation from social pane (in comparison to adding a new activity)
- Time-stamped along with owner information
- Available across all entities
However there is one significant draw-back in using notes. Notes do not roll-over to Account, Contact or opportunity record on lead qualification. So basically if you are in an opportunity record then you need to navigate to the now qualified / closed lead record.. Open the record, click on the Notes tab in social plane, in order to see the notes that were created.
In comparison to notes, activities roll-over to account, contact and opportunity record on lead qualification. This has been the number one reason that in the past, we have been recommending Customers to use activities instead of notes… However this is about to change now…
How Can Zap “Copy Notes on Lead Qualification” App help?
Zap “Copy Notes on Lead Qualification” App allows automatic copy of notes over to account, contact and opportunity record on lead qualification. Please note that you can configure which entities (account, contact, opportunity) should the notes be copied over-to from the configuration section. Besides that you also have the option to even copy over the attachments in the notes to these entities.
Free App License
Zap “Copy Notes on Lead Qualify” App is a free App brought to you by Zap Objects. After installing the solution file, register online for requesting trial (same as you do for other Zap Apps).
Once approved, you will receive email from Zap Support team with instructions on how to proceed (along with your free license)! :). For any questions, email firstname.lastname@example.org.