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ReportHow to know when the Account has been changed from Active to Inactive?
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How to know when the Account has been changed from Active to Inactive?
Cheska,
There are a few things you can do, create an automate or workflow that emails you when an account status goes from active to inactive. If auditing is on for Account you can simply look at the audit history however, from the tone of your request you do not want to know when this occurs, but you want to prevent someone from deactivating an account.
I had this issue as well, we have accounts for all of our sites, and for some reason some Users thought it was okay to deactivate these accounts, don't ask me why but they did. We have a few layers of security, but I put in a synchronous workflow that you had to be the Owner of the account or on the 'Account Managers' team to be able to deactivate, if not, the User is presented with a message and the process is canceled.
Hope this helps.
Jim
Hi Cheska,
Auditing can be useful if you want to track changes to an entity or field, or several entities or several fields. Since auditing can affect system performance, we usually recommend you enable auditing for only the specific entities required.
(+) How to enable Auditing in Microsoft Dynamics 365 CE. - Microsoft Dynamics 365 Community
You can open one account record, and click 'Audit History' under 'Related' tab:
Note: you can refer the following thread if you want to export Audit History:
(+) Audit log export - Dynamics 365 Customer Service Forum Community Forum
Hi,
You can create real time workflow to send email when Account status is deactivate.
Select Trigger as "Record Status changed" and then add check condition to check if status field value is inactive then send email.
You can also create power automate to notify someone when Account is deactivated.
Status field value will be changed from Active to InActive
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
Follow my Blog: xrmdynamicscrm.wordpress.com/
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