Microsoft Dynamics 365 | Integration, Dataverse...

CRM 2016 Date issue

(0) Share

Report

Posted on by v2raghk15

Hi,

I am not sure if this is the right platform to post this, but if it is I will be highly thankful for any assistance.

We are using CRM 2016 (On-Premises). Let me explain the problem with an example:

I sent an email to someone on say on 17/08/2020. On 27/08/2020,I linked that to an Opportunity in CRM and it is shown in Activities with date on it as 27/08/2020.

Now, If I click on the chevrons on the right to open the item, I dont see the original Sent date i.e. 17/08/2020.

I am pretty sure that it used to show the original sent date. Not sure what has changed.

Any help would be highly appreciated.

Regards.

All responses (2)

Answers (0)

Community Member on at

Like (0)

Report

RE: CRM 2016 Date issue

Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
Suggested answer

Community Member on at

Like (0)

Report

RE: CRM 2016 Date issue

Hi v2raghk15,

This is because timeline show the “Modified On” value of activity, if you modify the email, it will show modify date in the timeline, so original sent time will disappear.

You can refer following steps to make it show with ‘createOn’ value.

1.Go setting > customization > customize the system > Email to create new Card form.

2.Add fields and save the card form with name ‘Timeline Card’.

3.Go to the main form of entity which you would like to modify, In our case, this form is simply called “opportunity”.

4.In the form, double-click on Timeline object. This will be in a section called “SOCIAL PANE” by default and will appear as a white box, as shown below.

5.In the resulting window, click on the Activities, Change the “Display activities using” field from “Default fields” to “Card form”, and you will see two additional fields appear. Select an activity entity to which you added a new form (Email, in this example) and choose the new card form from the dropdown below.

6.save and publish all customization.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.