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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Audit a Lead?
Microsoft Dynamics CRM (Archived)

Audit a Lead?

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Posted on by RaulOcana 8,270

Hi guys,

It is possible to see the log or the Audit Report of an specific Lead? I would like to see the history of one particular lead, who changed it, what changes were made and all that stuff.

Thanks guys,

Raul.

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  • Verified answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Yes you can see the audit of a particular record provided that audit is enabled for the lead and you have a role that gives you access to the audit trail.

    Check on the Lead entity that you have 'Auditing' checked in the customisations.

    Also check that your role has the 'View Audit History' privilege.

    If this is true, you should be able to see an Audit link in the left hand navigation on the Lead form in CRM2011 and in the pull down navigation bar for CRM2013.

    Hope this helps,

    Scott

  • Verified answer
    Hosk Profile Picture
    Hosk on at

    hello

    assuming you have turned on auditing and then enabled auditing on leads.  

    this links goes through setting up auditing and where to look for CRM 2011

    www.crmsoftwareblog.com/.../microsoft-crm-2011-how-to-use-auditing-the-benefits-and-tips-tutorial

    to see the audit details of a record, it should be on the left hand navigation in CRM 2011 under

    Audit History

    In CRM 2013 you need to press the down arrow V on the top ribbon/navigation bar and then click Audit History

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