When you create a new entity in CRM 4, you have to define if it will have Note and Activities relationships. After you’ve created it, you won’t be able to change it (important to remember it!).
However, sometimes we forget it 🙂 and we need to add or remove these relationships later. In that case, we can do the next trick:
- Export the corresponding entity that you want to add / remove Note and Activities relationships
- Delete this entity from CRM
- In the XML file that you’ve exported with the customisations, change the value of the attributes HasRelatedActivities and HasRelatedNotes
- Import again the updated customisations to CRM
@ramontebar 👨💻 