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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:
949256 Microsoft Dynamics CRM 4.0 updates and hotfixes
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:
322756 How to back up and restore the registry in Windows
To enable this hotfix, add the following registry entryas a DWORD value to the Microsoft Dynamics CRM server and to the Microsoft Dynamics CRM client for Microsoft Office Outlook: