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Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Update "Modified On" based on adding a new related Activity

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Posted on by

Hello:

I am trying to see if this is possible (by workflow, Jscript, etc.):  I need the Modified On field to update based on a new Activity being created for that Entity.

I would greatly appreciate any assistance on this...is it even possible?

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  • rmcanally65 Profile Picture
    on at

    Hello:

    I am trying to see if this is possible (by workflow, Jscript, etc.):  I need the Modified On field to update based on a new Activity being created for that Entity.

    I would greatly appreciate any assistance on this...is it even possible?

    EDIT:  Currently, I have a workflow that creates a note on the entity, but am looking for a "cleaner" solution.

  • Suggested answer
    Luc @ IT creation Dell Premier Partner Profile Picture
    1,360 on at

    Funny, I was just thinking the same. Question: Why do you want this?

    I wanted it to see all Accounts with Activities non modified since 1 month.

    But you cant use the Modified On filter when filtering on Activities.

    I was advised >>> run a report that checks the audit history of all activities and see which have not been modified since 1 month

    Not really what i wanted but it might work, have not tested it yet.

    Does this help you?

  • Luc @ IT creation Dell Premier Partner Profile Picture
    1,360 on at

    [quote user="rmcanally65"]

    Hello:

    I am trying to see if this is possible (by workflow, Jscript, etc.):  I need the Modified On field to update based on a new Activity being created for that Entity.

    I would greatly appreciate any assistance on this...is it even possible?

    EDIT:  Currently, I have a workflow that creates a note on the entity, but am looking for a "cleaner" solution.

    [/quote]

    I would like to implement that workflow and try it out for myself.

    Can you show me how you set it up?

    Thanks in advance!

  • Suggested answer
    Nizar JLASSI Profile Picture
    2 on at

    Hi,

    I don't know what means "Cleaner" for you, but  I have done something like this some months ago using plugins.

    A trigger on Post Operation of Create Message for Activities (Email, phone call, task, Appointment ...)  updates that Entity.

    Please mark my post as Suggested Answer, If my post helped you.

    Nizar JLASSI
    Dymamics CRM Trainer and Senior Consultant
    Email : n.jlassi@gmail.com

    4TOCOPWZQ6TL.jpg  4TOCOSXBT5KL.jpg  4TOOJX0MAMPK.jpg 

  • Verified answer
    Luc @ IT creation Dell Premier Partner Profile Picture
    1,360 on at

    [quote user="Nizar JLASSI"]

    Hi,

    I don't know what means "Cleaner" for you, but  I have done something like this some months ago using plugins.

    A trigger on Post Operation of Create Message for Activities (Email, phone call, task, Appointment ...)  updates that Entity.

    Please mark my post as Suggested Answer, If my post helped you.

    Nizar JLASSI
    Dymamics CRM Trainer and Senior Consultant
    Email : n.jlassi@gmail.com

    4TOCOPWZQ6TL.jpg  4TOCOSXBT5KL.jpg  4TOOJX0MAMPK.jpg 

    [/quote]

    Hi Nizar,
    I just sent you an e-mail regarding this but did not choose to post it here because its off topic.
    Just you know.

  • rmcanally65 Profile Picture
    on at

    Nizar:

    Thanks for the suggestion, but I am not completely sure if I know where to make this modification.

  • Nizar JLASSI Profile Picture
    2 on at

    This Modification needs specific development using Plugins (C#).

    Nizar JLASSI
    Dymamics CRM Trainer and Senior Consultant
    Email : n.jlassi@gmail.com

    4TOCOPWZQ6TL.jpg  4TOCOSXBT5KL.jpg  4TOOJX0MAMPK.jpg 

  • rmcanally65 Profile Picture
    on at

    Nizar:

    I still did not receive your off-topic email yet.

  • Luc @ IT creation Dell Premier Partner Profile Picture
    1,360 on at

    [quote user="rmcanally65"]

    Nizar:

    I still did not receive your off-topic email yet.

    [/quote]

    Sorry sir but that was me kind of interrupting your post.

    Nizar has not responded yet but he will.

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