Update 'Modified On' date when post or note is added to a record

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Posted on by Joe Woltering

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CRM doesn't seem to update the 'Modified On' date of a record (Opp, Lead, etc.) when either a Post or Note is added. I imagine I could create a workflow to do this but it doesn't seem like the relationship(s) between Posts, notes and Entities are set up the same way as other related Entities.

Any help would be appreciated.

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Abed Haniyah 4,287 on at

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Hello Joe Dubs,

You can create a work flow on Note, Activity and Post entity that run when create a record.

Please refer to : community.dynamics.com/.../create-a-workflow-in-crm-to-alert-a-record-s-owner-when-an-activity-note-is-added

Hope this helps,

Abed.

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Joe Woltering 12,163 on at

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Thank you Abed. I will take a look at the link you provided.

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Joe Woltering 12,163 on at

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Hmm, this might be a silly question but can you update the 'Modified On' field via workflow? I don't see it as an available field in the 'update record' dialog.

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Joe Woltering 12,163 on at

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Well, I worked around this by populating a 'placeholder' date field. Then the process execution itself updates the Modified On date.

Now, my second problem is that Posts do not have a relationship set up the same way as Notes, therefore there is no 'Regarding (Lead)' option in my Check Condition.

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Abed Haniyah 4,287 on at

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You can add Update step to update Regarding (Opp, Lead, etc.) in the same Workflow, and set its property to update any field on (Opp, Lead, etc.) this will change the 'Modified On' field :)

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Joe Woltering 12,163 on at

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Yes, I got that part to work. My problem now is with setting up the Post(s) workflow. There is no defined relationship between Posts and/or Leads & Opportunities. (see image)

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Mamatha Swamy 5,426 on at

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You need to select regarding field in Post (primary entity)

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Joe Woltering 12,163 on at

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That only allows you to select a unique record. Even still, I am presented with another problem in that I cannot 'Update' any regarding records via the workflow either. (see image)

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Mamatha Swamy 5,426 on at

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You are right Joe, the relationship isn't directly available in the workflow. Since the system doesn't allow it directly, try using a workflow to create a post so that you have control on the regarding entity record.

Since you are referring to Lead/Opportunity, I assume that you are using the system defined rules for post creation. You could try deactivating the rule that creates the post (the one that you are using) and create a workflow on Lead/Opp to Create a post and also update the record so that you have the ModifiedOn.

Refer this for post creation using workflow

www.powerobjects.com/.../microsoft-dynamics-crm-activity-feed-part-3-working-with-rules

HTH!

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ScottSchuler 2 on at

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Joe did you get any traction on this? Looking at the same issue, particularly with posts.

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