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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show all changed field...
Microsoft Dynamics CRM (Archived)

Show all changed field values

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Posted on by Community Member

Hi experts,

I have created a workflow for converting an opportunity into a project. During an opportunity's life cycle there are various stages such as:

Screen-Shot-2018_2D00_03_2D00_09-at-11.25.21-AM.png

My quote can be made into a project when it is in stages: commitment received, deposit received, and closed (won).

So lets assume we are in the deposit received stage in which case the workflow is triggered an a project for the quote record is also created. Now if a user makes some changes in the fields of the opportunity, I would a workflow to be triggered to send an email which contains all the fields that were changed. How can I capture all this info?


Thanks,

Jon

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Jon,

    It is not possible using workflow. You would need to write plugin to get the changed fields [using preImage & attributes in the target].

    Take a look here for the approach:

    www.toplinestrategies.com/.../dynamics-crm-plugins-how-determine-updated-fields

    Take a look on similar thread -

    community.dynamics.com/.../233467

    stackoverflow.com/.../crm-2011-update-plug-in-which-fields-changed

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at

    Thanks Ravi,

    I'll look into this approach.

    Best,

    Jon

  • Community Member Profile Picture
    Community Member on at

    Hi Ravi,

    Also, suppose the project for an opportunity (although the opp is still not closed) has been created.  

    If the opportunity has been lost, can I send an email that the opportunity has been lost so that that project manager can cancel the project?

    So basically, if the status field is changed to lost, if a project exists, the project manager is emailed to cancel the project.

    Will I have to use plugin for this also?

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    You could trigger the workflow n status change and then check the status if it is lost, but you can't find if there is any project associated with that opportunity. You could send a generic email i.e "" This opportunity is lost, please cancel any project related to this opportunity.

    If you need to check if there are project associated to this opportunity, you would need to write a custom workflow activity. There is  a free open source workflow utility which get give you a count of child records. I am not sure if has Dynamics 365 updated version but you can look for it.

    crmtipoftheday.com/.../update-related-records-with-a-workflow

    Hope this helps.

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