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Customer experience | Sales, Customer Insights,...

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Tracking Lead Status Changes in Dynamics

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Posted on by JT-03052035-0

I was wondering if there is a way to get the history for the changes in the state_code field for a particular Lead. This will help me understand when the state was Open and when it was changed to Qualified/Disqualified. Is there any way to get the timeline of changes for any particular field in Dynamics?

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Leah Ju Microsoft Employee on at

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Hi,

You need to enable 'Audit' feature on the Lead table and the state_code field.

https://learn.microsoft.com/en-us/power-platform/admin/manage-dataverse-auditing

Audit History for a single Lead record

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah

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