Tracking Add/Remove Actions in a Sub-Grid

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Posted on by JunbinDuanCFIA

Hello,

Is it possible to track user activities on a sub-grid, such as adding or removing a record? I’m open to using client-side JavaScript or plugin code if needed.

Thank you very much in advance for your help.

Best regards,

Junbin Duan

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Dynamics 365 general

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JunbinDuanCFIA 10 on at

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Tracking Add/Remove Actions in a Sub-Grid

To @Tom_Gioielli

Hi Tom,

I've found a solution — the issue can be resolved by adding a plugin that handles the Associate/Disassociate message.

Thank you for your help!

Best regards,

Junbin
JunbinDuanCFIA 10 on at

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Tracking Add/Remove Actions in a Sub-Grid

Hi Tom,

Thank you for your response and help.

It’s an N:N relationship, and the audit history alone isn’t sufficient. That’s why I need to write code or scripts to track and report changes—specifically when records are added or removed (associate or disassociate actions).

Best regards,

Junbin
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Tom_Gioielli 1,680 on at

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Tracking Add/Remove Actions in a Sub-Grid

It depends on what type of tracking you are looking to do, and the relationship type being used by the subgrid. If this is a One-to-Many relationship, then adding a record to the subgrid is easy to verify as there is now a record in the child table. Removing is harder to track, provided the user is deleting the record, as there is no history directly in CRM once deleted.

Many to Many relationships are harder, since the records they create are much more hidden and difficult to find.

Depending on what you need to track or so, you could look at creating a custom audit table for the records/relationships in question. When a record is added, you can use a real-time workflow to create a new audit record. Similarly, you can use a real-time workflow prior to the delete action to capture this change as well. This would work fine for the One to Many situation.

The Many to Many tables can't be access by D365 workflows, so you are stuck to using Power Automate or plugins to capture the actions being taken. The same concept applies, however, in that you can trigger a flow or plugin step to run on create or delete of the relationship record for auditing purposes.

Understanding Intersect Entities and N:N Relationships in Dynamics 365 - Carl de Souza

Above is an older, but good blog, discussing how Many to Many relationships work in CRM and how you can query/access the records.