Some new workflow tools for working with Notes in CRM.
https://github.com/jlattimer/CRM-Note-Workflow-Utilities
Check out the Releases section for the downloads
v1.0.0.0 for CRM 2011 & 2013
v2.0.0.0 for CRM 2015 & 2016
Online & On Premise
- Check Attachment
- Copy Note
- Move Note
- Delete Attachment
- Delete Attachment By Name
- Delete Note
- Update Note Text
- Update Note Title
Check out the Releases section for the downloads
v1.0.0.0 for CRM 2011 & 2013
v2.0.0.0 for CRM 2015 & 2016
Online & On Premise