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Customer experience | Sales, Customer Insights,...
Answered

Using Dynamics Web API to Retrieve List of Leads that have been Reassigned

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Hello,

I require some assistance with Dynamics. I am trying to find a list of leads that have had their ownership changed recently. Specifically, I am looking for leads that were originally assigned to 'Person 1' and have been reassigned to 'Person 2' within a specified timeframe. 

 

To achieve this, I am considering the following approaches:

- Is there any API endpoint that I can utilize to query Dynamics to retrieve leads that have had their ownership changed during the specified timeframe?

- Alternatively, is there an event in Dynamics that captures lead reassignment, which I can utilize to extract the required information?

- Are there any other methods to find such leads?

 

Any guidance or suggestions that you can provide would be greatly appreciated. Thank you in advance for your help!

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  • Verified answer
    Leah Ju Profile Picture
    Microsoft Employee on at
    Hi Partner,
    In Dynamics 365, we need enable Audit feature to check changes of each records.
    --Reassign records implies a change in the owner field
    And you can retrieve the history of audited data changes through api.

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

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