How can i monitor record status changes?

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Hi all,

I am using Dynamics 365 online v9. I find that the workflow could be triggered by "record status changes"

however, the workflow is only for one entity. So I want to write a plugin and apply it on all entity. When it's status changes, the plugin will trigger and do something.

but how can I monitor this event? can someone help this? I want my plugin could be triggered like the above workflow.

Thanks

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Josh Auton on at

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Since a workflow is Entity specific I don't believe there is a way to do it in a single workflow. As far a plugins go you could write a plugin and then just add a step for each entity that you will need to monitor and then just run the one plugin. As long as you don't need to access anything unique to an entity (everything except common entity common fields i.e. statecode, satuscode, createdon …) this should work.

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Community Member on at

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hi, can you make it clear? how can i add step?

and in my code, how can i know the trigger is correct?

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Josh J A 50 on at

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You will need to set the "Message" to "Update" and the "Primary Entity" to the Entity you need this to fire on, for the Filtering Attributes add the StatusCode field and remove all others. You will add one of these steps for every entity you need to monitor the status change. So lets say I need to run the exact same code for the Account, Contact, and Order. I would have 3 steps and if I need a pre-image or a post-image I would add it to every step (since it is entity dependent and step dependent). As far as in your code you can look at the "target" and it will tell you what fields have changed but best practice is to set the filtering attributes so that it only fires on those fields changing. Message me if you would like help with it.

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Kokulan 18,054 on at

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Hi

If you enable auditing at the Global level and entity level, CRM will audit all the changes and you can check how the status changed for an entity.

I would recommend you look into CRM auditing feature as it does it efficiently and it happens at the platform database transaction level.

Please follow the links below to know more about how you can enable and use auditing to monitor status changes

https://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/auditing-in-microsoft-dynamics-crm/

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/auditing-overview

Note: CRM auditing has improved a lot, you can even audit user access if the user views a record

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Community Member on at

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i want to apply it on all entities. and i see there are "setstate"/"setstatedynamicentity" message. which one should i set?

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gdas 50,091 Moderator on at

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Hi ,

"setstate"/"setstatedynamicentity" message has been deprecated , You should use update instead of setstatedynamic/setstate.

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