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Answered

Check who edited data in lookup fields

Posted on by 181

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

  • Jason Yeung Profile Picture
    Jason Yeung 181 on at
    RE: Check who edited data in lookup fields

    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

  • Verified answer
    RE: Check who edited data in lookup fields

    We recommend that you enable auditing of entities and fields.

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: Check who edited data in lookup fields

    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/

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Check who edited data in lookup fields

    juniorcrmblog.blogspot.com/

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Check who edited data in lookup fields

    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

  • FOR365 Profile Picture
    FOR365 135 on at
    RE: Check who edited data in lookup fields

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

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