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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Last modified date for...
Microsoft Dynamics CRM (Archived)

Last modified date for entities on account form

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Posted on by Maarten Hamburg

Hi All,

Our business users are asking to have the value last contact date for specific entities on the account form. We've created workflows on create which are updating the field on the account form with the workflow run date which is fine. However this approach will also update the modified on and modified by of the account and this is unwanted behavior. 

Normally we would use a roll-up field for this purpose but we are using all the space for roll-up fields.

We are searching for an solution to have the last contact date for specific entities on the account form without updating the modified by and modified on. We are using CRM online with version7.1.1

Any ideas?

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  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Hi Maarten,

    You can't update a field on the account without also updating the account's modifiedby and modifiedon. If this is just for display on the form, you could add an IFrame to your account form and embed a web resource - it would be a html page that queries for the related records and just lists them out.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

  • Maarten Hamburg Profile Picture
    Maarten Hamburg on at

    Hi, I also considered to use a webresource for this purpose, but this can't be used in a report or view.

  • Suggested answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,696 on at

    Maarten,

    If the modified on of the account is the only one that's an issue, you could have a different field on the account for 'Modified by User', and report on that for the account. This would be similar to the Modified On field, but you wouldn't set it if one of the other Modified On fields were updated. You would probably need a plugin for this though, so you can compare the pre and post entity to see which fields were changed.

    The only other thing you could do is have a new entity that represents record updates, Audit Record. It could be an activity - each time a X is changed, create a new Audit Record regarding the record that changed, with a lookup to the corresponding account. If you only care about the changed to ANY record of a given entity, scrap the Activity part and just have a field for the name of the entity.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

     Aiden

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