CRM Notes can update the Regarding Record ModifiedOn Date
Richard
May 31, 2011
CRM 2011
Comments Off on CRM Notes can update the Regarding Record ModifiedOn Date
Tags: CRM 2011, notes, opportunity, update, workflow
Changes in CRM record data is a common part of business process, and clients often use the “ModifiedOn” field in views as an indication of new information in a recordset. However, adding text in an entity “notes” field does not update the “ModifiedOn” date. A client using this pattern were looking for a simple configuration-only solution using Workflows. The following example describes how to implement the solution for the Opportunity entity.
