In Microsoft Dynamics CRM 4.0, the notes are lost if a duplicate record is detected when you try to save a record

Consider the following scenario. You add notes to a record. When you try to save the record, a duplicate record is detected. Then, you click Save to save the record. Or, you click Cancel to return to the form to edit the record. In this scenario, the notes are lost.

If you add notes after the record is saved, you do not experience this problem.

Cumulative update rollup information

This problem is resolved in the latest cumulative update rollup for Microsoft Dynamics CRM 4.0. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

Registry information

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base: To enable this hotfix, add the following registry entry as a DWORD value to the Microsoft Dynamics CRM server and to the Microsoft Dynamics CRM client for Microsoft Office Outlook: A value of 1 indicates that the registry entry is turned on.

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

For more information about software update terminology, click the following article number to view the article in the Microsoft Knowledge Base: For more information about Microsoft Dynamics CRM software hotfix and update package terminology, click the following article number to view the article in the Microsoft Knowledge Base: