Invoicing – advanced notes management

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Oct 1, 2020

Business value

The advanced notes management feature allows you to set up predefined notes that apply to all or specific customers, vendors, and products. You can then add these notes to specific business documents.

Feature details

Advanced notes management is no longer controlled by country/region context. This change means that this functionality can be used across all legal entities. If similar notes must be printed on documents for groups of customers, you can define new groups specifically for advanced notes.

Thank you for your idea

Thank you for submitting this idea. We listened to your idea, along with comments and votes, to help us decide what to add to our product roadmap.

See also

Advanced notes management (docs)