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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using Audit Trail to T...
Microsoft Dynamics CRM (Archived)

Using Audit Trail to Track Time in the Sales Cycle

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Posted on by Community Member

I'm a little new to CRM, but I was wondering if there is a way to use the audit trail to track the amount of time spent on a sales cycle.

We want to be able to print a report that shows:

- the overall time spent on the sale

- the time spent on each individual stage

- the owner of the sale

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  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    Hi,

    The audit trail isn't easily queryable - I suggest that you create a custom entity that is created on particular events using Realtime workflows - you can then use these custom audit records to report on.

    Hope this helps

  • Community Member Profile Picture
    Community Member on at

    Are there any KB articles that demonstrate how to set up?

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi RM82,

    Based on the info provided - I think this could be accomplished using some new fields, some workflow, and calculated fields to get the time spent.  

    For Overall Time Spent - create these fields:

    Start date for Opportunity

    End date for opportunity

    Calculated field - that calculates the difference in time between those two fields.  This will give you overall time spent on the sale.   Users could fill in these fields, or workflow triggered automatically.

    For time spent on each stage - create these fields:

    End date/time for Stage 1

    End date/time for Stage 2, etc

    Then for each stage - create a calculated field that calcs the time in between stage date fields.  

    In your view or report - show the calculated fields and the Owner field.

    This can all be accomplished without custom code.

  • Suggested answer
    ScottDurow Profile Picture
    ScottDurow 21 on at

    The approach is basically the same as we used to do in the CRM 4 days before auditing was built into CRM 2011 and later - the only difference is that you can use a realtime workflow:

    See blogs.msdn.com/.../using-workflow-to-maintain-an-audit-log.aspx

    The approach is still valid today when you need your audit data to be queryiable and reportable.

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