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Microsoft Dynamics CRM (Archived)

Is there any way to see the Created On date instead of the Modified on date in Notes (Social Pane)?

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Hi,

I'm implementing a new CRM for a customer who has been recording thousands of notes in their ERP and now they want these notes available in CRM. I've imported the notes with no problem, and verified that the creation date of each note is saved in the Created On field.

But when I go to any Account record, I see all the notes in the Social Pane ordered by the Modified On date (that's the date of the import). So even if I got to preserve the Created On date for each note, it's not useful at all as I can not see that information on the notes.

I've seen that there's no chance to customize the Notes entity to add the Created On field, and it's not possible either to create a customized Notes subgrid.

Does anyone know if there's a way I can get to see my notes with the Creation date or set the Modified on date to the Created on date I have on my .csv file?

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  • Suggested answer
    ashlega Profile Picture
    34,477 on at

    Hi,

     this may require a plugin, but you might try this approach:

    missdynamicscrm.blogspot.ca/.../crm-2011-2013-modify-createdon-createdby-modifiedon-modifiedby-using-SDK-CSharp.html

  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    That is the default functionality of the social pane in notes.

    It displays the modified by and modifiedon fields of the notes entity.

    I don't think there is any supported way of making these changes.

    You can try using a retrievemultiple plugin to change the values before they are displayed, or modify values using sdk, but the modifiedon will always show the last modified date.

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