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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to see history of ...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to see history of a note from inside the record?

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Posted on by prog2021 20

Hi, 2 questions

1. If a user wants to see who created a note and when, vs who last modified it and when, can they see that from the note record? Can there be a customization that allows this?

2. I see note entity has bunch of views defined for it. How to use them? For example, how would I see all the notes for a given record displayed in one of those note entity's view formats?

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi prog2021,

    Question 1:

    You need enable Auditing for Note entity:

    Use auditing logs in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

    pastedimage1646365287194v1.png

    Save and publish.

    Then Go to Settings >System > Auditing > Audit Summary View to enable filter and put entity as Note and this should show only notes audit records.

    pastedimage1646366074337v2.png

    pastedimage1646366195765v3.png

    Question 2:

    You can achieve it through Advanced Find:

    pastedimage1646366645098v4.png

    pastedimage1646367138702v7.png

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