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We should add many fields in contact entity and we should have history of some fields of contact entity.
An example, for the first and last name, the civil status and others fields, we need to have an history with a period of time). Is it configurable on Microsoft ? I know we could add many fields but how to add a field with a histor.
Please enable Auditing for the fields wherever history is required. Enable Auditing for entity and Enable Auditing for D365 Organization.
The history of values entered or modified in each field can be tracked from audit logs
Hello thanks for your reply. Yes, use the auditing fonctionnality is ok, but sometime, it's usuful to display the history to an user in order to obtain a better knowledge of the Customer. An example, if our customer will be married next mounth, maybe I will prepare a special offer for him. Or if our organization is a Financial bank, we will inform our Customer about the new régulations, etc.
We should be able to create a modification in the future and the past with a valid period.
If you are referring to communication history, it is accessible via activity pane or timeline in D365
If customer is getting married next month : if this data is already available in your system, (it can be anniversary date also) you can send emails using Power Automate ( previously called Microsoft Flow) with a wait condition of 1 day. These flows can run every month and check whose anniversary falls in this month's and send a special email.
If you want to do a email blast, you can use campaign functionality. You can define a marketing list and send the emails to that full list in one go.
All these emails can be accessed via timeline or activities pane.
Fields like birth day date, anniversary date already available in Contact entity. You can add additional fields based on your requirements.
While Auditing will provide you with the history of the changes made to the data of a particular field, i agree it is not actionable and not easy to view/interpret.
You may want to create a custom entity for the purpose to store the updates made to specific field values similar to audit trail. But with this being a custom entity, you could present the data in a view to the user for easy understanding of the history besides being able to filter the history by a particular field. Being a record in an entity, you could then also set up automation flows for additional biz logic if required.
You could use flows to create a record in this custom entity without any developer assistance.
Hope this helps!
Hi O Tousignant
Is your question answered. If you need further info, please let me know.
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