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

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Posted on by Anonymous_vball

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 Microsoft Employee on at

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

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

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

And you can retrieve the history of audited data changes through api.

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/auditing/retrieve-audit-data?tabs=webapi

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