Hi, everyone! Hopefully, my question makes sense to you.
We are current trying to tracking account ownership change. Does CRM has ability track account ownership change?
For example, let say we have CRM account called 'ABC Corp.' This account is currently owned by Sales Rep 'Joe'.
Few months after, the same account is now assigned to a new sales rep 'David'.
What we like to do is, we would like to extract data from the change log, and create Account ownership change repot with date time stamp like this:
Account - Rep - Last Assigned Date (Updated Date)
ABC Corp - Rep: Joe - 1/1/2016
ABC Corp - Rep: David - 6/1/2016
We've consulted our developer, but our CRM developer told us that this is not possible, and it is impossible to track specific field value change. We do have last updated date to track the last change, but this is for 'ANY' field value change in Account entity, and we can not filter the change log based on specific field (or ownership of the account). Is this true? I went over the Microsoft document and it specifically says:
According to our developer, CRM does have 'last updated date' field to track the last change, but this is for 'ANY' field value change in Account entity. we can not filter the change log based on specific field (or ownership of the account). Is this true? I went over the Microsoft document and it specifically says:
It is not possible to filter the change log based on specific field or track specific field change value with the time stamp (in our case ownership change of the account). Is this true? I went over the Microsoft document and it specifically says:
The Microsoft Dynamics CRM auditing feature logs changes that are made to customer records and user access so you can review the activity later. The auditing feature is designed to meet the auditing, compliance, security, and governance policies of many regulated enterprises.
The audit logs help the Microsoft Dynamics CRM Administrator answer questions such as:
- Which user was accessing the system and when?
- Who updated this field value on this record and when?
- What was the previous field value before it was updated?
- What actions has this user taken recently?
- Who deleted this record?
- What locale was used to make the update?
The following operations can be audited:
- Create, update, deactivate, and delete operations on records.
- Changes to the sharing privileges of a record.
- The N:N association or disassociation of records.
- Changes to security roles.
- Audit changes at the entity, attribute, and organization level. For example, enabling audit on an entity.
- Deletion of audit logs.
- For changes made to entity fields that can be localized, such as the Product entity name or description fields, the locale ID (LCID) appears in the audit record.
https://technet.microsoft.com/library/dn887214.aspx#BKMK_viewAuditlogs
what are we missing here??
