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

Check who edited data in lookup fields

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Posted on by 16

Hi,

We have configured a lookup field in the Opportunity entity. This field will have a set number of options. Recently we noticed some of these options were changed. How do I check who edited the lookup fields?

Jason

  • FOR365 Profile Picture
    137 on at

    You could chech audit log to find who did change the value.

  • Community Member Profile Picture
    on at

    Go to the particular record and we have one tab call audit history just click on that you can see all the changes who had changed before that you need to make sure you sales entity is check under the system setting and particular auditing must be checked under that entity for you reference please check the below screenshot. Still you have any doubt please let me know 

    pastedimage1644086290362v1.png

    pastedimage1644086684099v2.png

  • Community Member Profile Picture
    on at
  • Verified answer
    Bipin D365 Profile Picture
    28,995 Moderator on at

    HI Jason,

    If lookup options have changed means your related Entity record has been modified/updated.

    You can Enable auditing on your Related Entity of your lookup field to know who has modified the values. If Related Entity records have been deleted from the system then you would not be able to track who deleted that record but if only values are updated the you can check Audit History in your related table of lookup field.

    Hope this helps!

    More details on Auditing - docs.microsoft.com/.../audit-data-user-activity

    sorry by Mistake I reported this post as abusive.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Verified answer
    Yoshika Suzuki Profile Picture
    Microsoft Employee on at

    We recommend that you enable auditing of entities and fields.

  • Jason Yeung Profile Picture
    16 on at

    Hi,

    Thanks for your help. The entity I wanted to check was a lookup field used by the Opportunity entity. I found that the entity that the lookup fields are not audited, so I couldn't identify who edited the record. I can set the auditing to true moving forward to track future updates.

    Sincerely,

    Jason

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