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Microsoft Dynamics CRM (Archived)

Show date/timestamps for each note on case, on Case Export

Posted on by 167
Add the date/timestamp (only, not namestamp) associated to each note in the printable case export, currently it's not provided on that report so we don't know when each note was added:
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    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show date/timestamps for each note on case, on Case Export

    Hi Teddy,

    When you created the case template (  I assume it is word template?) did you add the related Note fields (in your case Created On)? IF so, then you should see this field in the word document and you should be able to add it.

    First, when you create the template hit Select Entity

    pastedimage1568040159550v1.png

    Then select Note and hit Download

    pastedimage1568040218393v3.png

    Then under Incident_Annotation fields, right click on createdon and add it to the document.

    pastedimage1568041136086v4.png

    Please make sure that Word doesn't auto upper case the first letter of it as this happened to me and because of it, it didn't work properly. 

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