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I need to create a report of Leads that are assigned to Sales team members by Marketing, and then reassigned back to Marketing by Sales or by workflow. So far, we've been using the 'Modified by' condition to help us find Leads that most recently changed by someone other than Marketing, but this does not help us when a Marketing team member edits a Lead that was reassigned to us by Sales. How can we get around this? Is this something that SSRS can help us with? Any ideas are SO appreciated!
Would you want to export audit history with xrmtoolbox?
You could also take methods in thread below as reference:
We're looking for a real time View that can provide agility as we restructure PreSale/Sales. According to the last link, this can only be accomplished with a custom entity. Is this true? Is there any other way around this besides the audit path?
Audit would be the only clue for us to track a record owner change,
so you could make a SSRS report based on audit entity:
<fetch count="10" mapping="logical" version="1.0">
<attribute name="objectid" />
<attribute name="objectidname" />
<attribute name="userid" />
<attribute name="action" />
<attribute name="objecttypecode" />
<attribute name="createdon" />
<link-entity name="lead" from="leadid" to="objectid" alias="LeadName">
<attribute name="fullname" />
<order attribute="createdon" descending="true" />
<condition attribute="objecttypecode" operator="eq" value="4" />
I only tested with admin account, but it shall works for change from all users.
In CRM audit history(change details couldn't be display in report)
Please let me know whether it would be acceptable, or otherwiser you could work with custom entity as the last link talked.
Above 2 methods are as far as I could came up with.
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