Annotate Microsoft Dynamics 365 Business Central with sticky notes shared across all users. Notes are attached to individual records/pages to share information and alert other users.
Notes appear as draggable pop-up cards or native banner notifications, with support for colours, scheduling, and expiry.
- Two display styles
- Pop Up - floating card in the top-right corner of the page, draggable and dismissible per session
- Banner - native BC notification bar at the top of the page
- Five colours - Yellow, Red, Blue, Green, Pink
- Scheduling - set a Scheduled From date/time so a note only appears from a certain point
- Expiry - set an Expires At date/time to automatically hide a note after a deadline
- Active toggle - quickly enable or disable a note without deleting it
- Audit fields - every note records who created it and when
Sticky notes can be created and viewed on the following record cards:
| Area | Pages |
|---|---|
| Sales | Customer Card, Sales Order, Sales Quote, Sales Invoice |
| Purchasing | Vendor Card, Purchase Order, Purchase Invoice |
| Inventory | Item Card, Transfer Order, Location Card |
| Finance | Bank Account Card, G/L Account Card |
| HR & Assets | Employee Card, Fixed Asset Card |
| Projects | Resource Card, Project Card |
| CRM | Contact Card |
| Service | Service Order |
- Business Central 2025 Wave 1 (platform 27.x) or later
- Download the
.appfile from the releases page. - In Business Central, go to Extension Management and upload the
.appfile, or publish it via the AL extension in VS Code. - Assign permissions after install:
SN NOTES - EDITfor users who create, edit, toggle, and delete notesSN NOTES - VIEWfor users who only need to view notes
Without an assigned permission set, the extension may install successfully but appear not to work for end users.
On any supported record card:
- Open the Actions menu and find the Sticky Notes group.
- Click New Sticky Note to create a note for the current record.
- Set the message, colour, position (Pop Up or Banner), and optional schedule/expiry.
- Click OK - the note appears immediately on the page.
- Click Sticky Notes to view, toggle, or delete existing notes for the record.
A global list of all notes is available by searching for Sticky Notes in the BC search bar (Tell Me).
Built with AL for Business Central. No external dependencies.
Publisher: Tom Draper
Version: 1.0.0.0
ID range: 61500–61549
Runtime: 16.0
To build locally, open the workspace in VS Code with the AL Language extension installed and press F5 to publish to a sandbox.