How to Show Notes (Annotations) on a Model-Driven App Dashboard
Model-driven apps in Power Apps allow users to create dashboards that display key data from different entities. By default, dashboards do not provide an easy way to display Notes (Annotations). However, using a combination of dashboard customization and XrmToolBox, you can modify a dashboard to include a list of Notes. This article provides a step-by-step guide to achieving this. Step 1: Create a New Dashboard Navigate to the Maker Portal . Create a new dashboard . When adding components to the dashboard, insert a List for any entity (e.g., Accounts). The selected entity does not matter, as we will modify it later to display Notes. Step 2: Obtain the Notes View ID In the Maker Portal , navigate to an existing View for the Notes (Annotations) entity or create a new custom view. Once the view is open, copy the View ID as it will be needed later. Step 3: Install XrmToolBox and FormXml Manager Plugin Download and install XrmToolBox from https://www.xrmtoolbox.com/ . ...