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Service | Customer Service, Contact Center, Fie...
Answered

Change "created on date" in MS Dynamics online 2020

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Hello

I switched to dynamics for case management. I have a couple of cases which needed to be imported to dynamics. I did the report and everything went well, but the "created on date" could not be changed. 

I did some research with override contact created on, tried with xml tool but nothing really worked out. Thank you very much for your help. 

pastedimage1603794495665v1.png

  • Community Member Profile Picture
    on at
    RE: Change "created on date" in MS Dynamics online 2020

    Hello Nico,

    thank you very much for your quick answer. It worked. I deleted the old cases import on the system and added the row "Record Created on" on the sheet and mapped the record created on to created on. So it worked well - I didn't know that it's not possible to update "the created on" field with the export and import function but now i know better  :-)

    Thank you very much

  • Suggested answer
    NicksTuk Profile Picture
    1,833 on at
    RE: Change "created on date" in MS Dynamics online 2020

    Well, that's a more complex question. It depends on how much work has happened on those records, how many related records (activities or other things like notes) have been created, etc.

    It might not be worth the effort, depending on how important is the creation date for that batch of records on reporting.

    You might choose to leave that batch as is, and map correctly going forward. Your reporting will show some weirdness for that batch, which you can communicate accordingly and adjust reporting for that period, taking into consideration the issue.

  • Community Member Profile Picture
    on at
    RE: Change "created on date" in MS Dynamics online 2020

    ah okay - how can I export this data and import it with the new date?

  • Verified answer
    NicksTuk Profile Picture
    1,833 on at
    RE: Change "created on date" in MS Dynamics online 2020

    That will not work for updates, only for creating new records through import. It is meant for bulk data loads where you need to keep that original created date as per the source system.

  • Community Member Profile Picture
    on at
    RE: Change "created on date" in MS Dynamics online 2020

    Hello Nico,

    Thank you for your answer. I tried it with exporting and then I imported it back in matching created on date  => Record created on - but then it says "field can not be modified" :-(

    pastedimage1603811229386v1.png

    this is what I see during the import with the mapping table - but I can not map the created on with record created on. 

  • NicksTuk Profile Picture
    1,833 on at
    RE: Change "created on date" in MS Dynamics online 2020

    You have to map to the Record Created On (overridencreatedon) field DURING your data import to set the custom value for Created On.

    I'm not sure you can do anything to change that post-import.

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