Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Track changes made to ...
Finance forum
Answered

Track changes made to categories in D365FO

Posted on by 278

Hi,

pastedimage1683812952102v1.png

I would like to enable tracking of changes made to category groups, shared categories and project categories.

If there are made any changes to these, I would like to know what has been changed, when it was changed, and who made the change.

Is this possible?

  • Suggested answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Track changes made to categories in D365FO

    Hi Gaute,

    For reference:

    Maybe you can go to Data Management -> Data Entities.

    Select the Entity for which you want to enable Change Tracking.

    In the Action Pane, go to Change Tracking. There are 3 options:

    • Enable primary table – It will only track changes made on root table.
    • Enable entire entity – It will enable tracking for all Writable Datasource used in the entities.
    • Enable custom Query – You can create a custom query to track changes on the required tables.

    Best Regards,

    Hana

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,540 Super User on at
    RE: Track changes made to categories in D365FO

    Hi, In addition to above suggestions, you can create custom workflow (if need approval process), database logging (but be mindful of fields limitation and performance impact on system) or create custom staging table and form and record the Updation or deletion of records in it and adding the user who and when modified it.

  • Suggested answer
    GirishS Profile Picture
    GirishS 27,828 Super User on at
    RE: Track changes made to categories in D365FO

    Hi Gaute,

    For Category groups and Shared categories, you can enable database log - But for project categories there is Created by and modified by - You can add that field via personalization without enabling database log.

    Thanks,

    Girish S.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 3,722 Super User on at
    RE: Track changes made to categories in D365FO

    Couple options - enable database logging on the Category tables - learn.microsoft.com/.../configure-manage-database-log

    Or, develop custom workflows to track the changes.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,989 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,588 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans