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Microsoft Dynamics CRM (Archived)

Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

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Posted on by 167

Hello folks,

I have a requirement where i have to send an email to the owner of the record regarding all the changes made to that particular record in the last 30 minutes. Suppose, i made change to record at 12.00 pm then it should send email at 12.30 pm including all the changes made in between 12.00 pm till 12.30 pm. 

Is this possible?

Thank you in advance.

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  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    Hi Bhupendra,

    In that case you can go for custom workflow or plugins  where you can get preimage and postimage as well.

    Please refer below article for custom workflow pre and post image.

    community.dynamics.com/.../custom-workflow-activities-how-to-access-pre-and-post-entity-images

    Hope this helps.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    Hi Bupendra,

    You can refer the below sdk sample to retrieve the Audit data-

    msdn.microsoft.com/.../gg309735.aspx

    Hope this helps.

  • bhupendra Profile Picture
    167 on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    Thank you Temmy, Goutam and Shahbaaz.

    Actually, I want old and new values of those fields in email. I have written one workflow which runs on update. After first update, it waits for 30 minutes and then custom workflow starts. In custom workflow, i am trying to get audit history details.

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    6,211 on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    Hi Bhupendra,

    Yes above scenario is possible, i have one question

    you want old field value also to be send in email?

    Thanks,

    Shahbaaz

  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    Hi Bhupendra,

    You can achieve this using workflow , let say you are assigned particular record to team. So your workflow will have update event of the entity. In workflow you can set wait time that will be calculate last modified date time and after 30 miniutes wait time you need to send email. You can prepare a mail template of the values of fields and send the record information to the team assigned to particular record.

    Hope this helps.

  • Suggested answer
    Temmy Wahyu Raharjo Profile Picture
    2,914 on at
    RE: Send Email to record owner which includes all the changes made to a particular record in last 30 minutes.

    This one pretty complicated. But sure you can do it.  You can create Console app that will trigger every 30 minutes.

    Then in that one, you need to run query for every entity you want to audit with criteria is modfiedon between time begin and time end.

    For getting what changes, you need to refer this article:

    msdn.microsoft.com/.../gg328218.aspx

    msdn.microsoft.com/.../microsoft.crm.sdk.messages.retrieveauditdetailsrequest.auditid.aspx

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