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Microsoft Dynamics CRM (Archived)

How to Format Date in Workflow/Mailmerge

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Posted on by 235

Hi All,

When you take any date from the createdOn field of any records in CRM into either a workflow or mailmerge it is diplayed with the format DD/MM/YYYY HH:MM. I would like to format this to show only the shortdate DD/MM/YYYY. I am also trying to automatically enter today's date into both mailmerge and workflow. Your help will be much appreciated. Thanks.

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  • Boudewijn Snoeren Profile Picture
    1,272 on at

    Hi Ao,

     you can manage this by creating a string formatted field containing the format you want to display. a custom plugin should help you to sync the date field to the text field.

    I hope it helps,

     Regards,

    Boudewijn

  • 3d328bcf21904b04b99a923fb89a4c14 Profile Picture
    235 on at

    Thanks for your answer Boudewijn. I am just currently learning to create plug-ins so i'll see how it goes. I tried changing the attribute format to date only instead of date & time and you would think this would work but no.

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