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Service | Customer Service, Contact Center, Fie...
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Microsoft Dynamics CRM

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Posted on by 5

hi 

not ever used this forum before and to be honest not sure if i'm in the right place.

I need to find a solutions to a problem i have in my crm. 

Some of my customer accounts keep disappearing and losing all the data i saved in there?

does anyone know what is happening and how i can fix it?

thanks Jenny 

I have the same question (0)
  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at

    Hi Partner,

    Welcome to Dynamics 365 forum!

    Here are some information we need.

    1.Dose the account mean the Account entity in Dynacmis 365 CRM?

    2.If you mean the account data is keep disappearing, please check the view, if you change the different views to see account data, becasue different view contains different filter conditions.

    3.Please enable the account entity auditing function, and then go to Audit history to check if there are any other users deleted the account data.

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/audit-data-user-activity

    If my understanding is not correct, plase feel free to let me konw and share more details.

    Regards,

    Leo

  • Jenny Hooper Profile Picture
    5 on at

    thank you Leo

    I will try that and let you know

    I am not sure if other users are deleting by mistake ?

    back soon Jenny

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