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Activities Timestamp overriden after opportunity reassigned

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Posted on by pirateinnature

Hi everyone,

I believe this question was answered earlier, but I needed some clarity on how to implement the solution. Scenario: We have a bunch of opportunities that need to be reassigned after an employee has left. The activities in the timeline/social pane have their respective timestamps(which I understand are modified by dates). On reassiging the records (changing owner), the timestamps are reset.

Q1. How to retain the older timestamps. I've read some articles about configuring cascading rules but did not understand the limitations or possible future impacts of this setting. If this is the ideal solution, how to implement it?

Q2. As an alternative, can "Sharing" the record retain the old information?

Thank you for all the help.

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RE: Activities Timestamp overriden after opportunity reassigned

Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks in advance!:)
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RE: Activities Timestamp overriden after opportunity reassigned

Hi pirateinnature,

For 'I couldn’t find which entity contained the card form with the modified date.'

It's normal, The default form selected in timeline is not one form you can't view and customize, you just can customize the card form for each activity entity, then select the customized form for the activity in the opportunity timeline.

The first entity is what you need.

For 'The configuration view does not resemble the docs link provided by Leah.' the card form you provided is right, which is same with mine.

So you can add 'Created On' field as second in the Header section.

In opportunity form, open timeline to edit it:
pirateinnature 25 on at

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RE: Activities Timestamp overriden after opportunity reassigned

Hi Bipin,

Thank you for your prompt response. Unfortunately, I’ve forgotten the login details to the account I posted this question from. I tried to follow the steps suggested to configure the email card form. I couldn’t find which entity contained the card form with the modified date.

There are 2 entities. The first one has a card form.

The configuration view does not resemble the docs link provided by Leah. Can you please guide me to it? I might be searching in the wrong place.

Alternatively what I have done in the meantime is to turn off cascading for the individual activities in relation to Opportunity entity. The guide for which is provided here powerobjects.com/.../

This would achieve the result of the timestamps not being reset on re-assigning opportunities.

While this works for future re-assignments, it would be helpful to understand configuration of email card forms so I can display the accurate create dates for activities.

Really appreciate your patience if you’ve read this far.

Cheers!
pirateinnature 25 on at

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RE: Activities Timestamp overriden after opportunity reassigned

Hi Leah

Thank you for your prompt response. Unfortunately, I’ve forgotten the login details to the account I posted this question from. I tried to follow the steps suggested to configure the email card form. I couldn’t find which entity contained the card form with the modified date.

There are 2 entities. The first one has a card form.

The configuration view does not resemble the docs link provided by Leah. Can you please guide me to it? I might be searching in the wrong place.

Alternatively what I have done in the meantime is to turn off cascading for the individual activities in relation to Opportunity entity. The guide for which is provided here powerobjects.com/.../

This would achieve the result of the timestamps not being reset on re-assigning opportunities.

While this works for future re-assignments, it would be helpful to understand configuration of email card forms so I can display the accurate create dates for activities.

Really appreciate your patience if you’ve read this far.

Cheers!
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Bipin D365 28,977 Moderator on at

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RE: Activities Timestamp overriden after opportunity reassigned

Hi,

Sharing of a record does not modify dates/timestamps but assigning will change timestamps.

You can't retain timestamp on Assigning but you use different date field on timeline card form configuration.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
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RE: Activities Timestamp overriden after opportunity reassigned

Hi hhindocha,

Does the "timestamp" you mentioned refer to the highlighted part on the screenshot below?

In timeline, all activities show fields and layout with default card form, and the 'Modified On' field is showed for most activities by default.

When you assign opportunities to others, the 'Modified On' field will be changed.

If you want to keep the original timestamp, you need customize card forms within timeline to make it show other time field that can't be changed easily.(Example-Created on)

https://docs.microsoft.com/en-us/dynamics365/customer-service/customer-service-hub-user-guide-timeline-admin#customize-a-card-from-within-timeline

And share records can't change the 'Modified On' field.