Link and Create a case, contact, and account from a notes record in Timeline– Dynamics 365 / Dataverse
The article explains how to link and create a case, contact, and account from a notes record in Timeline in Dynamics 365/Dataverse. Users can link an existing note to an existing case, contact, or account record and create a new case, contact, or account record. To configure it, users need to open the Notes property of the Timeline section in the form and enable the Link to Table Command and Tables to be connected. Users can also use the plus sign to create new records of the tables connected from the notes. The article provides detailed steps and screenshots to help users understand the process.
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