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Greetings All,
I am trying to hunt down documentation on specifically what actions cause the ‘Modified By’ and ‘Modified On’ fields to populate in MS Dynamics CRM. Does anyone know of or can point me to documentation on these specific fields?
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Thanks, Muhammad Azwar Alam
Hi,
You can trigger workflow on Modified on and Modified By. You can convert your plugin code to custom workflow activity and call that custom workflow activity in workflow
Mark answer as verified, if it works for you
As I am new in CRM and tried to trigger update plugin for modifiedby and modified on but it didn't work, So is it possible to trigger plugin when modifiedby change its value
Modified By is system user ID.
Yes.. when importing data it will be who conducting import.
Thank you for your response(s). Does anyone know what ‘Modified By’ ID would be used when data is imported? I am assuming it would be the ID of whoever conducted the import but I’d like to verify.
Hi Michelle,
Thanks for reaching out. I don't know of any documentation that specifically calls out how or what events trigger the modifiedon and by to be updated. I know from experience it is any Update to a field on that record. So this tracks associate, but would not adjust modified on for the record associated with. For instance if you update an opportunity to set John as the customer, the opportunity would be modified, but not John.
Of course test this out to make sure but over the years this is my understanding. Let me know if more detail is needed or what specific issue you are attempting to solve.
Basically Create and Update action will update Modified by and Modified On.
When record created, Modified by and Modified on populated with same as created by and created on.
When updating record (including status change, assign or data change) Modified by and Modified on populated.
When you are updating record using workflow, then depending on how workflow is executed, modified by & On fields updated. If workflow executed manually then user who executing workflow will be modified by for that record, and time will modified on.
When workflow triggered automatically, then workflow owner will be modified by.
Hope this will help.
every time a record is updated that two fields got updated, there are some scenario (like reparenting of child records depending on how the relationship behavior is set) where these fields are updated as well.
I don't think there is a specific documentation about the behavior of that two fields.
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