How do you copy notes from a Microsoft CRM workflow?

Question

I have a workflow that runs upon the change of status of an entity (Opportunity "Won"), in which I am creating another entity.

I want to copy all the notes from the Opportunity to the new entity, but I cannot see how to do it.

Is this possible without coding (or in fact, with coding!)

Chris

Answer 1

Its not possible without coding. With coding (custom workflow activity and the ICrmService) you can read and creates notes (Entity: annotation).

Answer 2

I agree with benjynito answer. You need to hook a custom workflow activity in order to get the notes object.

Here is the link to setup a basic custom workflow activity : http://www.stunnware.com/crm2/topic.aspx?id=CustomWorkflowActivity

An example of some custom activities on CodePlex: http://crm4activities.codeplex.com/

Custom workflow activity documentation on MSDN: http://msdn.microsoft.com/en-us/library/cc151142.aspx