web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

How to check history of who assign a account

(0) ShareShare
ReportReport
Posted on by 155

Hi Team,

Please I have an urgent matter that is creating a lot of tension in my company. Sales people are reassigning accounts all over the place and I want to do an audit of the account assignment and I can't find the way.

Can anyone help?

Thanks.

Patrick 

I have the same question (0)
  • Suggested answer
    gdas Profile Picture
    50,091 Moderator on at
    RE: How to check history of who assign a account

    Hi Patrick ,

    You can check modified by field for the account record when the record got assigned. Add Modified By , Modified  On column in a view and see when and who updated the records.

    Also  enabled audit log for Owner and Modified By , Modified  On fields and then check audit history for the record  using related tab.

  • Suggested answer
    KK-365 Profile Picture
    1,010 on at
    RE: How to check history of who assign a account

    Enabling Audit log for Owner Field will help.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 186

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 130 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans