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Microsoft Dynamics CRM (Archived)

Audit Log for addition of user in access team template

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Posted on by 2

Hi,

Is it possible to get the audit details when a sales owner adds a user in the access team template of a specific record ?

e.g. If the sales owner of an opportunity adds another user in the access team template, is it possible to get the exact time and other details to check by SSRS reports or any custom code or by any mean in audit log?

Thanks

Amit Kumar Rath

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  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Hello,

    AFAIK you can't track that using OOB Audit.

    What you can try is to handle AddUserToRecordTeam message, store that information somewhere and use it inside SSRS or user UI.

    Good luck.

  • Suggested answer
    prt33k Profile Picture
    6,907 on at

    No, team membership detail doesnt have timestamp with it.

    So you need to create a custom entity - Team Membership Audit.

    Now register a plugin on message - AddUserToRecordTeam - and create a record of the custom entity with all the information you need.

  • rath.amit38@gmail.com Profile Picture
    2 on at

    Thanks for the input Andrew!!

    Can you share the sample code for this so that i can use it in my real-time scenario?

  • Suggested answer
    a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Sure. Here is the link - http://lmgtfy.com/?iie=1&q=microsoft+crm+develop+plugin

    Good luck.

  • rath.amit38@gmail.com Profile Picture
    2 on at

    Thanks!!

  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

    Feel free to close thread clicking "Yes" under "Did this answer your question?" on right side of posted replies.

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