Track changes made to categories in D365FO

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Posted on by Gaute K

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Hi,

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?

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Frank Hamelly | MVP... 46,627 Moderator on at

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

Or, develop custom workflows to track the changes.

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GirishS 27,843 Moderator on at

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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.

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Mohit Rampal 12,573 Moderator on at

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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.

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Hana Xue Microsoft Employee on at

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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

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