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Microsoft Dynamics CRM (Archived)

Track changes in CRM

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Posted on by 230

I would like to track changes made to Contacts in the CRM system. Especially when changing the owner of the contact.

At the moment i solved this via a Workflow which writes a note to the changed contact. The problem is that the workflow for some reason cannot save the old Owner to the Note (or do i write the wrong statement).

 

Best would be if the workflow writes an entry to a logfile. Is there a possibility to make this available?

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  • a33ik Profile Picture
    84,331 Most Valuable Professional on at

     Hi.

    There are a lot of such addons for Microsoft Dynamics CRM. Look following URLs:

     

    http://crmaudit.codeplex.com/ - free.

    http://jianwang.blogspot.com/2009/03/im-pleased-to-introduce-data-audit.html - solution by Jian Wang. For my opinion - great solution, but it is not free...

  • Leon Tribe Profile Picture
    7,034 on at
    If you write the owner at the record's creation, you'll always know who the previous owner was. Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Community Member Profile Picture
    on at

    Take a look at Data Audit. There is a freeware available.

    http://www.solomon.com.hk/products/data-audit-for-dynamics-crm-4-0

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