web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

"Note Modified By" showing wrong user

(0) ShareShare
ReportReport
Posted on by

In my company, users create quotes in DocuSign, and when they save them an Opportunity gets created in CRM.  In the CRM Opportunity, a document gets created in the "Note" section as well.  For some reason when users save their quotes in QuoteWerks, the document in the CRM Opportunity says it was modified by me, even if someone else created it.  Why might this be happening? How can I fix it?

*This post is locked for comments

I have the same question (0)
  • Shrutika patil42 Profile Picture
    on at

    i am facing same issue

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    Hello,

    Does any action/operation is performed using the workflow/plugins on CRM opportunity when users save their quotes in QuoteWerks.

    Because it is possible that you are the owner of the workflow which is performing some modification on the opportunity when users save their quotes in QuoteWerks.

    Thank you,

    Amit katariya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans